Peter Staas
Training Day: Delta Air Lines and the Refinery
Will the marriage of two loser industries create a winner?
Competition for Global Energy Assets Intensifies
China's appetite for natural resources to fuel its growth is putting pressure on developed countries in the Asia-Pacific region.
Back to the Future: Energy Commodities
Here's our updated outlook for West Texas Intermediate crude oil, Brent crude oil, North American natural gas, international LNG markets, US thermal coal and international metallurgical coal.
A Closer Look at CNOOC
China is home to three of the world's 10 largest oil companies by market capitalization. Here's a closer look at CNOOC Ltd's (Hong Kong: 883, NYSE: CEO) operations and growth prospects.
Shale Oil and Gas in China, Part 2
Although China’s shale gas resources show promise, the NDRC’s ambitious production targets will be difficult to meet unless the Chinese government makes moves to stimulate large-scale development.
Industrial Strength in a Small Package
Those unfamiliar with the energy sector often equate the oil and gas industry with drillers and producers, overlooking the industrial companies that provide critical components and services. Here are two small-cap industrial names that generate more than 50 percent of their revenue from the oil and gas industry and stand to benefit over the long term from their exposure to key growth trends.
Shale Oil and Gas in China, Part 1
Although China's domestic shale oil and gas potential has international oil companies salivating, expected growth in China’s demand for natural gas makes the long-term opportunity even more enticing.
Equipped for Growth
The long-term trend toward rising exploration and production activity requires advanced equipment that can endure the rigors of working in harsh environments. These winners stand are well-positioned to benefit from the coming wave of investment in offshore drilling and production rigs.
Extra Support
With exploration and production increasingly taking place in offshore fields, the oil and gas industry’s demand for support vessels will continue to increase. The typical deepwater worksite is 100 miles to 150 miles offshore, which presents logistical challenges related to transporting personnel and cargo to and from oil rigs and connecting these installations to onshore processing and distribution systems.
Argentine Shale Oil: Challenges and Long-Term Opportunities in the Neuquen Basin
Argentina's shale oil and gas formations in the Neuquen Basin show promise, but investors must remember that these plays are in the early stages of appraisal and development. Pricing and political headwinds are another concern.



