Matt Badiali: Using CO2 to Expand Low-Carbon Oil Production…and Other Developments

Source: The Energy Report

S&A Resource Report editor Matt Badiali covers a broad expanse of ideas as well as geography in this exclusive interview with The Energy Report. He discusses the immense potential of Iraqi oil, and the smaller but surer resurrection of old oil fields in Illinois. In addition to sharing views about areas within the oil industry worthy of investors’ attention, he talks about the promise—and problems—associated with major oil finds that have been making the news. These discoveries may postpone peak oil by a decade or two, but they will take a long time to bring to production, too.…

Merrill McHenry: Uranium—Looking at the Big Picture

The exogenous events significantly boosting uranium demand for China and India are far greater than the minimal and distant "ifs" of private sector reactor delays. Not to mention China has actually boosted reactor construction, while India made no delays and entered the world market. "Investors need to look at the big picture of the sector," says analyst Merrill McHenry, MBA, CFA, who presents Energy Report readers with an educational and thought-provoking overview of U308’s fundamentals and future in this exclusive written interview.

The Energy Report: There’s a lot of "news" swirling around uranium (i.e., Russia has a moratorium, China is building dozens…

Art Smith Believes in the Long-Term Bull Case for Oil

Source: The Energy Report

The outlook for oil seems to be brightening amid scant new reserve discoveries and declining reserves at the world’s large oil fields. "We believe we’re in a fundamentally positive market for oil in the 21st century," says Art Smith, president of Triple Double Advisors, who anticipates oil moving back into the three-digit price range within three to five years. In this exclusive interview with The Energy Report, the 35-year veteran of oil analysis shares his knowledge of energy markets and reveals some of his own investment strategies.

The Energy Report: Art, what’s your view is on the various…

KPMG: Private Equity Bets on Energy, Infrastructure

Source: GlobeSt, Paul Bubny

Private equity investors, although not foreseeing an economic turnaround until 2010 or later, are betting on the energy sector and infrastructure for the long term, according to a survey conducted by KPMG LLP. Energy topped the list of choices for investment when the market turns positive, while infrastructure was considered the next "meaningful" opportunity by many PE managers.

Shawn Hessing, New York City-based managing partner of KMPG’s U.S. private equity group, says in a release that the survey indicates that "market conditions are making it difficult for PE managers to make projections for their portfolio companies. In addition,…

Michael Hall: Natural Gas – A Victim of Its Own Success

Source: The Energy Report

Where’s the price of oil and gas going? The volatility in the today’s market is unprecedented for commodities, which Michael Hall, lead publishing analyst at Stifel Nicolaus Research Team, believes will elicit a big spike in price. In this exclusive interview with the Energy Report, Michael sifts through theories and trends in the hyper-cyclical oil and gas business and discusses future implications of declining rig counts and what that means to domestic energy.

The Energy Report: What’s your view on the oil and gas price near term and intermediate term? Something that really got our attention recently was T.…