Cheap natural gas means Americans can buy the equivalent of a barrel of crude for $35. That's the exciting reality that has Ron Muhlenkamp putting his investment dollars behind the next great fuel switch, this time in the transportation sector.
Keith Schaefer has built an impressive track record of foreseeing structural changes in the energy industry. Schaefer knows when to take or refuse opportunities in the volatile ethanol industry. And he knows how to bide his time while waiting for catalytic moments.
Mining success is not measured in ounces and dollars but instead by healthy margins, argues Robert Cohen. In this interview, Cohen declares that investors should seek out projects that will earn profits of 20%–35%, regardless of size, and takes us on an around-the-world tour of companies that hit this sweet spot.
As impressive as shale gas and oil production has been in North America, Evan Smith expects 2014 to break records as producers move to a pure manufacturing process and drill multiple horizontal wells from a single pad. Smith tells us why a few of the companies in his fund had a stellar 2013, and why they could go even higher in 2014.
Companies are saving development dollars by reworking old wells. When it's done right, the rates of return are astounding. In this interview, Josh Young explains redrilling economics and highlights off-the-radar shale basins outperforming those in the limelight.
In this interview, Jack Lifton tells us how a non-Chinese international rare earth toll refinery would get separated rare earths downstream more efficiently, while simplifying miners' business plans. Find out which companies could be part of the solution.
It’s challenging to have the fortitude to hold on to investments during a one-day carnage event like last Thursday. Everywhere you looked there was red on the screen. So what should an investor do after a day like Thursday?
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.