Elliott H. Gue

Analyst Articles

The price of crude oil has crossed the psychologically important $60 per barrel (bbl) level; the global energy market is far tighter than it has been since the 1970s. Rapid economic growth in Asia has powered a quantum leap in demand for oil and gas. Meanwhile, supplies remain tight as energy companies are finding it difficult and expensive to locate new reserves to meet demand despite all their drilling activity. Read More

Natural gas is the fastest growing major source of energy in the world, with the US leading in demand. However, many of the most productive gas wells are located deep underwater or in remote land sites, making transportation of the gas difficult. However, this booming demand for gas transportation is great news for investors. Third-party companies, other than those companies that explore for and produce gas, often own pipeline networks. Pipeline assets are extremely profitable and throw off tremendous amounts of free cash flow offering investors an opportunity to earn relatively safe, stable yields. Read More

With rising natural gas prices and the pollution generated by burning coal, nuclear energy is a cheap and environmentally friendly way of producing energy. With much of Europe already dependent on nuclear energy and fast-growing nations like China and India planning to make nuclear power a centerpiece of their respective national electricity policies, there will be increased demand for uranium. With this demand comes the excellent profit potential in the form of uranium mining companies. Read More

Energy markets today are experiencing an up cycle similar to that of the 1970's, which should last at least as long and offer well-placed investors the strongest long-term opportunities of any major industry group. Oil demand has continued to increase at a rapid pace, especially in Asia and the emerging markets, despite that fact that big oils are having trouble replacing their reserves. Though there will be occasional pullbacks, several carefully selected companies have a shot at growing faster than the industry at large.. Read More

The global rig count, which includes both offshore and land-based rigs, is at an all time high as all the regions of the world participate in the drilling boom. Contrary to popular belief, most rigs are owned by contract drillers rather than the large consolidated oil companies, which opens other investment opportunities. While the big oils are still a good bet, smaller contract firms can be an excellent value. Read More

In order to continue meeting production demands, oil companies are forced to drill deepwater wells which can lie a mile or more below the ocean's surface. Deepwater drilling is extremely expensive and poses its own unique set of technical challenges, but there are several companies up to the task. With oil prices continuing to rise, deepwater drilling can be a very profitable endeavour for both drilling companies and those who supply the equipment. Read More

The U.S. imports 10 million barrels of oil a day, with Europe and Japan close behind. If that import dependence strikes you as all bad news, think again. The booming oil trade offers investors a shot at earning dividend yields as high as 25 to 30 percent annually on oil tanker shipping companies. Read More