How to Play Utica Natural Gas Opportunities of a Lifetime: Neal Dingmann Brian Sylvester of The Energy Report - The Utica is the hottest natural gas play in the U.S., not just because it's new, but because its potential is not fully known, according to Neal Dingmann, managing director of investment bank SunTrust Robinson Humphrey. While lagging well results have kept the Utica a hidden gem, several companies are poised to reveal impressive results. Dingmann discusses undervalued companies capitalizing on the play in this exclusive interview with The Energy Report. (7/10/12)
Highlights from this Interview
Royal Dutch Shell Plc (RDS.A:NYSE; RDS.B:NYSE) The Energy Report Interview with Neal Dingmann - "RDS will likely be looking at Chesapeake's Utica holdings." (7/10/12)
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In-Depth Sector Analysis
Uranium: Sleeping Beauty, Awakening Giant Jeb Handwerger, GoldStockTrades - "Uranium supply in the U.S. must increase exponentially over the next few years. Utilities want a secure supply of uranium coming from U.S. miners rather than deal with geopolitical risk and resource nationalism in other parts of the world." (7/9/12)
Four Things Suppressing Crude Oil Prices Today Kent Moors, Money Morning - "Oil prices are caught between the normal dynamics of geopolitical concerns, which push prices north, and continuing concerns over a global economic slowdown, which results in lowering expectations." (7/9/12)
Three ETFs for the Unconventional Oil Revolution Eric Dutram, Zacks Investment Research - "While the situation may seem dire in many of these important oil markets, North American oil production is actually on the rise as of late, thanks to new technologies in the space." (7/6/12)
Which Course Will North American Natural Gas Producers Choose? Marin Katusa, Casey Research - "Do we want to keep the huge volumes of natural gas landlocked and transportable only by pipeline, or should we develop the infrastructure that will enable us to transport this fuel to the gas-hungry markets of Asia?" (7/5/12)
Renewable Energy Can Thrive Without Subsidies Sun Microsystems Cofounder and Venture Capitalist Vinod Khosla says alternative energy programs in the U.S. don't require heavy government support. A sustainable-energy investor, he points to his own ventures in alternative oil refining and says programs in most other countries receive no government aid. (7/10/12)
Iran Just Can't Stop Pumping Oil CNNMoney, Steve Hargreaves - "Despite sanctions that have crippled Iran's oil exports, the country continues to pump at nearly pre-sanction levels. The oil-rich nation is struggling to sell its oil and has begun funneling the excess crude to storage locations on land and sea." (7/10/12)
California Bill Helps Pave Way For Lithium Gold Rush Forbes, Todd Woody - "The bill would help clear the way for a novel technology to mine lithium from geothermal brine in the Golden State's Salton Sea region." (7/9/12)
New Zealand Energy Corp. (NZ:TSX.V; NZERF:OTCQX) Morning Coffee- "NZ expects to begin generating cash flow from its natural gas production in July." (7/10/12)
Pan Orient Energy Corp. (POE:TSX.V) Morning Coffee- "POE shares got a nice boost after a positive operational update." (7/10/12)
Talison Lithium Ltd. (TLH:TSX) Morning Coffee- "TLH's average sales price of lithium concentrates increased 9% YOY." (7/10/12)
Pan Orient Energy Corp. (POE:TSX.V) Geoff Ready, Haywood Securities - "We maintain our Sector Outperform investment recommendation for POE." (7/9/12)
New Zealand Energy Corp. (NZ:TSX.V; NZERF:OTCQX) Amin Haque, Stonecap Securities - "We maintain our Outperform rating for NZ." (7/9/12)
Pan Orient Energy Corp. (POE:TSX.V) David Popowich, Macquarie Capital Markets - "POE is a 'deep-value' stock." (7/9/12)
Allana Potash Corp. (AAA:TSX; ALLRF:OTCQX) Katchum, Seeking Alpha- "AAA had increasingly positive news over the past year." (7/9/12)
New Zealand Energy Corp. (NZ:TSX.V; NZERF:OTCQX) Bill Newman, Mackie Research - "We expect NZ to add significant production and cash flow during 2012." (7/9/12)
WesternZagros Resources Ltd. (WZR:TSX.V) Morning Coffee- "WZR's shares jumped after an update on Kurdamir-2 and Sarqala-1." (7/3/12)
Featured Company
Acorn Energy Inc. (ACFN:NASDAQ), through its subsidiaries, provides technology-driven solutions for energy infrastructure asset management worldwide. It offers sonar- and acoustic-related solutions for energy, defense and commercial markets. The company also develops and markets remote monitoring systems to electric utilities and industrial facilities, which are used in a range of utility applications. In addition, it develops and produces fiber-optic sensing systems for the energy, commercial security and defense markets. Acorn's patented ultra-high sensitivity fiber-optic sensors are designed to replace electronic sensors.
-Ross Silver, Vista Partners - "ACFN is a very compelling investment opportunity." (7/2/12) View More
Find precious, rare earth and base metals investing ideas at The Gold Report Find biotech/pharma and medical devices investing ideas at The Life Sciences Report
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