Energy Stock of the Month: August 2012 8 Aug 2012 | 03:03 am

Don't overlook the turnaround that’s under way in the notoriously cyclical market for offshore seismic services and data.

More MLP IPOs in the Pipeline 4 Aug 2012 | 04:59 am

Northern Tier Energy LP (NYSE: NTI) went public toward the end of July, but the number of prospective MLP IPOs remained at 15 after High-Crush Partners LP (NYSE: HCLP) filed its S-1 statement with the...

The Schlumberger Effect 4 Aug 2012 | 04:36 am

Second-quarter results from Schlumberger (NYSE: SLB) and the other major oil-field services companies confirmed that the supply-demand balance in international markets continues to tighten, with busin...

Learning from Earnings 4 Aug 2012 | 03:41 am

Each quarter, we carefully analyze the results and subsequent conference calls from the four major oil-field services firms, with a particular emphasis on Schlumberger’s earnings and commentary. By v...

Earnings Cavalcade 4 Aug 2012 | 03:28 am

Second-quarter earnings season is in full swing. Here are some of the key takeaways from our Portfolio holdings' results and management-hosted conference calls.

Energy Demand: The Real Story 28 Jul 2012 | 03:22 am

Less-informed elements in the US media continue to extrapolate global trends from statistics related to domestic oil demand, but serious energy investors realize that rising consumption in emerging ma...

07/26/12: July Live Chat 25 Jul 2012 | 05:10 am

Nuclear Power: Still a Safe Bet 21 Jul 2012 | 06:37 am

In this issue, we return to two underappreciated growth stories that energy investors shouldn’t overlook: the long-term bull case for uranium demand and the near-term recovery in the market for marine...

Fukushima Daiichi and Its Aftermath 21 Jul 2012 | 02:31 am

One of the most powerful earthquakes in history, the magnitude-9.0 earthquake that devastated Japan’s Tohoku region on March 11, 2011, generated a massive tsunami that measured over 100 feet in height...

Making Waves 21 Jul 2012 | 12:25 am

As we explained in Going Deep and Here’s the Drill: Buy the Pullback, we remain bullish on the tightening supply-demand balance in the market for ultra-deepwater drilling rigs and high-specification d...