Regional and community banks face headwinds, but continued consolidation within the industry offers ample opportunity for investors with longer time horizons.
Depressed natural gas prices and a strong recovery in the value of crude make onshore oil plays an enticing proposition, especially given oil’s long-term fundamentals. Low production costs and rising oil prices make the Bakken shale a winner.
Partnerships are highly tax-advantaged securities, but these advantages can easily become disadvantages if investors don’t understand the basics of MLP taxation.
Bigger isn’t necessarily better. Rising awareness of obesity’s dangers could prompt US consumers to pursue a different type of belt-tightening.
Rising demand for liquid natural gas in–where else–emerging markets has also helped to absorb excess supply and should continue to drive demand over the long term.
New York’s moratorium on new drilling permits won’t impact activity in the sweet spot of the Marcellus Shale.
Chevron’s (NYSE: CVX) acquisition of Atlas Energy (NasdaqGS: ATLS) serves as a wake-up call to investors who dismiss opportunities in the Marcellus Shale because of depressed natural gas prices.
Over the past four years discoveries in the pre-salt deposits in the ultra-deepwater Santos Basin offshore Brazil have floored investors and market observers worldwide, primarily by the sheer scope of their potentially recoverable reserves. Oil services and equipment firms will benefit handsomely from the exploration and production of these massuve finds.
Past excesses continue to haunt the nation’s biggest banks.
From mature conventional fields to established and emerging shale oil plays, the Permian Basin offers something for exploration and production firms of all types.
