Which Energy Companies Are Being Added to US Global Funds in Anticipation of an Oil Rebalance?

There are still winners in the energy space, but you have to move quickly. In advance of the rebalance U.S. Global Investors CEO Frank Holmes is expecting toward the end of 2016, he and analyst Samuel Pelaez point to the sectors taking advantage of opportunities, including refiners, midstream MLPs, low-cost producers, airlines and chemical companies. In this interview with The Energy Report, they name their favorites and outline the fundamentals that will make 2016 look a lot different than the year that just ended.

The Energy Report: In a recent Frank Talk, you quoted BCA Research with a prediction that oil markets will rebalance in 2016. What is that based on? Continue reading "Which Energy Companies Are Being Added to US Global Funds in Anticipation of an Oil Rebalance?"

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How to Profit from Government Mandates in Biofuels

New proposed EPA requirements for the renewable fuel standard program, combined with challenging sugarcane harvests in South America, could increase demand for biodiesel, creating opportunity in a struggling energy sector. In this interview with The Energy Report, Piper Jaffray Analyst Brett Wong names a growing company that could profit from government mandates.

Projected Non-Hydropower Renewable Electricity Generation 2010-15

The Energy Report: New proposed Environmental Protection Agency (EPA) requirements for the renewable fuel standards (RFS) program could change the landscape for biofuels. What is the new supply-and-demand picture for corn ethanol, biodiesel and sugarcane ethanol? Continue reading "How to Profit from Government Mandates in Biofuels"