In this interview with The Mining Report, Jason Mayer of Sprott Asset Management examines near- and long-term plays that look poised to deliver returns, and shares his criteria for selecting profitable investments in volatile resource markets.
On his recent tour of U.S. shale basins, Frank Curzio noticed two major trends: The transportation industry is eager to make the switch to cheap natural gas, and the oil and gas industry wants to further its reach by building LNG export facilities.
In this interview, Fadel Gheit discusses the effect of Middle Eastern geopolitical issues on oil production, dissects the changing oil and gas production situation in the U.S. and explains how the shift in natural gas prices has turned the refinery business from the industry's perennial ugly duckling into a beautiful swan.
Stepping away from the pack, Andrew Coleman of Raymond James Equity Research is making a contrarian forecast for an oil glut in 2014. In this interview, Coleman explains his thinking and names the producers best positioned to capitalize on the turbulence ahead.
Atticus Lowe was among those who saw more smoke than fire in the fevered puffery of the shale industry's promoters. With an established track record now, the industry has proved its potential for him, and he is bullish on gas over the long term.
Following record droughts across the United States the benefits of the ethanol subsidy were once again hotly debated. In this interview the editor and publisher of Biofuels Digest helps put the record straight on whether biofuels offer an affordable source of liquid fuel.
Is our energy future one of falling prices and plentiful supply or should we prepare for declining supply and sky high prices? lThe energy economist from the University of California at San Diego gives some answers.
The wind is not at your back if you choose to speculate in natural gas producers. However, cheap abundant natural gas is a positive black swan. What happened to the natural gas business is a case study on how commodity bull markets end.