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September 3rd, 2015

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editorials

 
Torchlight Discovers New Giant Oil District
Bob Moriarty  Aug 19  

Torchlight Energy - A NewCo Turnaround Story That's Been Derisked
  Jul 22  

Opportune Time for Oil & Gas Exposure
Stephan Bogner  May 21  

Oil Market Update
Clive Maund  May 06  

Innovation and Efficiency Drive U.S. Oil Supply and Demand
Frank Holmes  Apr 01  

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$36.75 +$0.50 www.uxc.com

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expert analysis & newsletter briefs

Royal Dutch Shell Plc

"Liquified natural gas (LNG) prices around the world are quite low right now. Costs are lower, and there's lots of supply coming onstream, but big companies like Royal Dutch Shell Plc and Exxon Mobil have invested heavily in LNG projects in British Columbia because they know when oil prices come back, another huge disconnect from gas will occur. Right now, oil and gas are actually quite close in price per British thermal unit. But when oil was at $100/bbl, gas was $3/bbl, and that spurred a lot of demand for gas. Companies like Shell look at 20-, 30-, even 40-year cycles. And they like what they see. . .when oil is once again much more expensive than gas, you'll see demand for gas rocket right back up. I think that's what these big guys are seeing, and why they are still moving forward in a big way on gas projects. They understand that you have to work the cycle two or three times over the life of your asset, and you're going to make most of your money at the top and not very much at the bottom. They see today as the bottom that sets them up for success at the top of the next cycle. . .LNG in Canada is a bit of a binary trade right now with the Canadian election coming up Oct. 19. . .if the right-wing Conservatives get back in, then I think Shell. . .will probably move forward." (9/1/15) - The Energy Report Interview with Keith Schaefer

Nemaska Lithium Inc.

"Nemaska Lithium Inc. represents the new wave of lithium production; Nemaska's Whabouchi Project will use a well-trodden technology, membrane electrolysis, to convert hard-rock lithium ore to lithium hydroxide. This technology has already been proven in pilot-scale work in Canada, but the company plans to reduce time-to-market even further by building a Phase I commercial demonstration plant that will reduce commissioning time for the full commercial plant while providing qualification samples for customers. . .for the price, our analysis suggests this strategy is undeniably the right one. . .we are initiating coverage on Nemaska with a Positive recommendation." (9/1/15) - Jon Hykawy, Stormcrow Capital

Royal Dutch Shell Plc

"Liquified natural gas (LNG) prices around the world are quite low right now. Costs are lower, and there's lots of supply coming onstream, but big companies like Royal Dutch Shell Plc and Exxon Mobil have invested heavily in LNG projects in British Columbia because they know when oil prices come back, another huge disconnect from gas will occur. Right now, oil and gas are actually quite close in price per British thermal unit. But when oil was at $100/bbl, gas was $3/bbl, and that spurred a lot of demand for gas. Companies like Shell look at 20-, 30-, even 40-year cycles. And they like what they see. . .when oil is once again much more expensive than gas, you'll see demand for gas rocket right back up. I think that's what these big guys are seeing, and why they are still moving forward in a big way on gas projects. They understand that you have to work the cycle two or three times over the life of your asset, and you're going to make most of your money at the top and not very much at the bottom. They see today as the bottom that sets them up for success at the top of the next cycle. . .LNG in Canada is a bit of a binary trade right now with the Canadian election coming up Oct. 19. . .if the right-wing Conservatives get back in, then I think Shell. . .will probably move forward." (9/1/15) - The Energy Report Interview with Keith Schaefer

Nemaska Lithium Inc.

"Nemaska Lithium Inc. represents the new wave of lithium production; Nemaska's Whabouchi Project will use a well-trodden technology, membrane electrolysis, to convert hard-rock lithium ore to lithium hydroxide. This technology has already been proven in pilot-scale work in Canada, but the company plans to reduce time-to-market even further by building a Phase I commercial demonstration plant that will reduce commissioning time for the full commercial plant while providing qualification samples for customers. . .for the price, our analysis suggests this strategy is undeniably the right one. . .we are initiating coverage on Nemaska with a Positive recommendation." (9/1/15) - Jon Hykawy, Stormcrow Capital

Royal Dutch Shell Plc

"I believe the probability of a Royal Dutch Shell Plc dividend cut is highly unlikely. In any event, the payout is air tight through 2016E. . .the company has arguably one of the two best balance sheets in the energy industry." (8/28/15) - Ray Merola, Seeking Alpha


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  Robert J. Moriarty

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