Energy Strategist Weekly

  • August 17, 2010

Recent deal activity in pressure-pumping services reflects strong growth prospects in shale-gas plays. Read More

  • August 9, 2010

Oil refining is one of the most important business segments in the energy industry, but it's also one of the most misunderstood. Here's how to separate the value traps from the value plays. Read More

  • August 2, 2010

Investors need to recognize emerging markets’ growing need to secure resources. China is already buying up coal reserves in Australia, securing long-term supply agreements for natural gas with Russia and investing in oil projects across Africa, South America and the Middle East. Read More

  • July 26, 2010

Master limited partnerships (MLP) and oil-tanker stocks offer far higher yields than US government bonds and other traditional income-oriented sectors--not to mention leverage to growing demand for energy commodities. Read More

  • July 23, 2010

Going forward, energy insurers should enjoy higher premiums as operators seek to bulk up coverage, and models price in substantial risks. Read More

  • June 25, 2010

A leadership change in Australia suggests that the draconian resources super profits tax will be watered down--an incremental positive for the mining industry. But the main reason to invest in coal miners down under remains intact: growing demand from China and India. Read More