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Curated by Lisa Tamayo
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RIGZONE - Musings: It's Official - Oil Industry Enters The New Era Of Austerity

RIGZONE - Musings: It's Official - Oil Industry Enters The New Era Of Austerity | investorMetrix | Scoop.it
RIGZONE News - leading source for the latest news and information for the oil and gas industry
Lisa Tamayo's insight:

This one goes out to the people who declare alternative energies too expensive. Have you seen the CAPEX spending at the oil and gas supermajors? 

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Integrated Oil And Gas Part 3: Oilfield Services Are The Industry Backbone

Integrated Oil And Gas Part 3: Oilfield Services Are The Industry Backbone | investorMetrix | Scoop.it
The Top Seven Oilfield Services CompaniesWhen oil and gas companies are in the news, as they frequently are these days, there is seldom mention of the companies that enable all of that exploration, drilling, extraction, produ
Lisa Tamayo's insight:

The final installment in my 3-part series on the oil and gas industry.  This article focuses on the oilfield service providers who enable oil and gas exploration and production.

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China Exceeds U.S. on Energy-Efficiency Spending for First Time

China Exceeds U.S. on Energy-Efficiency Spending for First Time | investorMetrix | Scoop.it
China spent more on energy efficiency than the U.S. for the first time, accounting for almost a third of the world’s total with $4.3 billion invested.
Lisa Tamayo's insight:

China spent $14.9 Billion and the US spent $3.6 Billion.  Hopefully, this means that China can retire some of its massive coal power use. 

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Integrated Oil And Gas Part 2: Navigating The Trends

Integrated Oil And Gas Part 2: Navigating The Trends | investorMetrix | Scoop.it
Investors love making money through good stock selection and love to brag when they get things right. More often than not, these decisions include healthy doses of luck and emotion, as well as research.
Lisa Tamayo's insight:

The second installment of my 3-part series on Integrated OIl and Gas.  Check it out!

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BlackLight Power, Inc. Announces the Game Changing Achievement of the Generation of Millions of Watts of Power from the Conversion of Water Fuel to a New Form of Hydrogen

BlackLight Power, Inc. Announces the Game Changing Achievement of the Generation of Millions of Watts of Power from the Conversion of Water Fuel to a New Form of Hydrogen | investorMetrix | Scoop.it
Lisa Tamayo's insight:

Game changer???  A very long journey culminates in a very exciting announcement indeed.

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Excellent Video Responses To Absurd ExxonMobil Commercial

Excellent Video Responses To Absurd ExxonMobil Commercial | investorMetrix | Scoop.it
Ah, ExxonMobil decided to go and play the energy density card in a recent commercial, comparing the energy density in a gallon of gas to electricity in a somewhat
Lisa Tamayo's insight:

Let's tuck this brilliant article into the "Information is Power" category.  Enough said. 

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Integrated Oil And Gas: Balancing Risks And Rewards - Part I

Integrated Oil And Gas: Balancing Risks And Rewards - Part I | investorMetrix | Scoop.it

The oil and gas industry is a study in contrasts: highly volatile yet highly stable, deeply regulated yet deeply guarded, phenomenal revenues and falling margins. It is an industry that encapsulates risk and reward perfectly. Not only are finding, extracting, and refining oil dangerous endeavors: the price of a barrel of oil is tipped one direction or another by geography, politics, and infrastructure. A December 2012 presentation by Norway-based Statoil ASA (STO) on trends in the oil and gas industry ends with the words: "Prepare for turbulence!"

Lisa Tamayo's insight:

My latest article on Seeking Alpha examines the 50 largest global integrated oil and gas companies using FiRM analysis.  This is the first in a three part series.  How much do you know about the energy companies in your portfolio?  Stay tuned for Part II.

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Shareholder power dominates big oil results

Shareholder power dominates big oil results | investorMetrix | Scoop.it
LONDON/HOUSTON (Reuters) - Oil industry shareholders sick of poor returns and worried that company bosses will waste cash on costly projects are getting their message across, third quarter results from...
Lisa Tamayo's insight:

... but not in a good way, unfortunately.  Cost cutting and higher shareholder dividend payments equal a marked decrease in developing the kind of innovations that could just save these companies in the future.

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Reducing paddy rice could aid water-scarce Pakistan

Reducing paddy rice could aid water-scarce Pakistan | investorMetrix | Scoop.it
Smarter irrigation and better water storage also could help make limited water supplies go further, experts say, while reducing greenhouse gas emissions
Lisa Tamayo's insight:

Food crops account for 80% of global water use.  Rice is particularly water intensive.  These new growing techniques could cascade beyond water savings and greenhouse gas savings into reduced operational expenses for rice growers and food producers. 

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Wal-Mart Now Draws More Solar Power Than 38 U.S. States

Wal-Mart Now Draws More Solar Power Than 38 U.S. States | investorMetrix | Scoop.it
In the race for commercial solar power, Wal-Mart is killing it. The company now converts more sun into energy than 38 U.S. states.
Lisa Tamayo's insight:

The best part of this article is the chart in the middle showing which retailers are exploiting those huge flat rooftops for solar installations.   

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Richard Platt's curator insight, December 10, 2013 10:20 PM

This is where Solar Power is going to take off, corporate roof tops, not because we say so, but because it will make good economic sense for large companies, like Wallmart and the others listed who have large roof tops that can act as these solar platforms and be able to save $$ by deploying solar collectors.  

 

It just makes sense, if you think about this as a resource driven equation.  Which is what we think is the  underlying and unexploered reason why Solar Power hasn't taken off with greater gusto

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Famous Morgan Stanley Strategist Returns, And He Has A Big Warning To The Investment Community About Inequality

Famous Morgan Stanley Strategist Returns, And He Has A Big Warning To The Investment Community About Inequality | investorMetrix | Scoop.it
When Gerard Minack quit as Morgan...
Lisa Tamayo's insight:

It is always wise to read as much as possible about global economics and keep a very close eye on market movements. I think all serious investors understand that the current prop up of the markets will have to be continued if we don't want another crash to occur.  

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The Default Has Already Begun

The Default Has Already Begun | investorMetrix | Scoop.it
The big question in Washington this week is whether, in the words of the NYT, we're going to see "a legislative failure and an economic catastrophe that could ripple through financial markets, foreign capitals, corporate...
Lisa Tamayo's insight:

While I hadn't thought it possible, I do now believe that our elected leaders just might allow a default to occur.  I have already harvested my top gainers and now wait to see what will happen.  I will buy back in when things settle, like sediment, at the bottom. 

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Shale Drillers Offered Water Cheaper Than U.K. Residents

Shale Drillers Offered Water Cheaper Than U.K. Residents | investorMetrix | Scoop.it
Britain’s water utilities, which coped with at least three separate periods of drought in the last decade, are ready to offer discounts for drillers needing supplies for fracking oil and natural gas wells.
Lisa Tamayo's insight:

This can only be a short term solution for a highly complex issue. Fracking requires huge amounts of water.  England has no real natural gas or oil assets of their own to leverage.  

Thus, attracting drillers with lower water prices makes sense.  Yet, water is a highly prized asset that is undervalued and underpriced.  It is also increasingly scarce and simultaneously required in greater quantities.  To be continued...  

 

 

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How this agriculture startup taps the cloud to grow strong and lean

How this agriculture startup taps the cloud to grow strong and lean | investorMetrix | Scoop.it
Agriculture startup Agspring's modest surroundings hide the fact that the company has raised more than $100 million and is on track to become a billion dollar firm. Brad Clark, Agspring's president, says the company is able to keep overhead way down, thanks to the cloud.
Lisa Tamayo's insight:

Kansas City... home to food and agriculture power house businesses that you probably have never heard of.  Don't feel bad. I haven't either.  But we should start paying attention.

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Drought forces California farmers to idle cropland

Drought forces California farmers to idle cropland | investorMetrix | Scoop.it
LOS ANGELES (Reuters) - Drought-stricken California farmers facing drastic cutbacks in irrigation water are expected to idle some 500,000 acres of cropland this year in a record production loss that could
Lisa Tamayo's insight:

I expect we will see more of this story globally.  Time for a change to long held agricultural water practices.  Time also to implement some of the amazing water efficiency technology being created.

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Texas Regulators Air Concerns About EPA's New Greenhouse Gas Plan, by Jim Malewitz and Neena Satija

Texas Regulators Air Concerns About EPA's New Greenhouse Gas Plan, by Jim Malewitz and Neena Satija | investorMetrix | Scoop.it
Texas appears to be headed for another clash with the U.S. Environmental Protection Agency over greenhouse gas limits — this time, for existing power plants.
Lisa Tamayo's insight:

What a pickle we find ourselves in right now.  Replacing existing energy infrastructure takes a long time and is very costly. New carbon rules are necessary to minimize emissions.  Time to buckle up... it's gonna get bumpy.

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California Water Crisis May Head off Potential Oil Boom

California Water Crisis May Head off Potential Oil Boom | investorMetrix | Scoop.it
the reserves in the Monterey shale formation in California dwarf the Bakken or the Eagle Ford, but the chances of it becoming a major source of oil and natural gas are low due to a lack of water
Lisa Tamayo's insight:

The Monterey shale formation in Northern California is likely to become the next energy battle ground. Time to bucke up...

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The battle for sustainable finance must be waged on four fronts

The battle for sustainable finance must be waged on four fronts | investorMetrix | Scoop.it
To combat disconnection we need to build technical arguments, shift the cultural ground and increase financial education
Lisa Tamayo's insight:

Author Brett Scott makes a compelling argument about fixing this investment quagmire in which we find ourselves. A good read.

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Most-Accurate Oil Forecasters See Second Year of Losses

Most-Accurate Oil Forecasters See Second Year of Losses | investorMetrix | Scoop.it
Brent crude prices, the benchmark for half the world’s oil, will weaken for a second year in 2014 as U.S. output expands and threats to Middle East and North African supply ease, the most-accurate forecasters said.
Lisa Tamayo's insight:

What a curious headline.  Production of oil and shale gas is growing in the US, Iran, Iraq, and Libya.  Reserves in Africa are still untapped.  The price of Brent is dipping slightly, but is still over $100 per barrel.  And global demand is surging, resulting in "upside potential".  These are not what I would define as "losses".

 

What losses are they talking about then?  Overall, the oil industry is taking a beating on its margins due to skyrocketing costs.  Year over year net margins are dropping, as are overal stock prices.  It's interesting that the actual "losses" didn't show up in the article at all.  

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America Is Winning a Race That It Never Signed Up For

America Is Winning a Race That It Never Signed Up For | investorMetrix | Scoop.it
When it comes to reaching international deals on climate change, the U.S. hasn’t had much success. No one has. That’s too bad, because when it comes to cutting greenhouse-gas emissions, America ranks among the best in the world.
Lisa Tamayo's insight:

A curious headline... curbing carbon emissions is a global imperative and a race that all countries should be actively involved in.  The US totals may be lower, but our global companies contribute outside of our borders.

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Don't Cry For Exxon's 18% Drop In Profit, Royal Dutch Shell's Tanked 32% In The Third Quarter

Don't Cry For Exxon's 18% Drop In Profit, Royal Dutch Shell's Tanked 32% In The Third Quarter | investorMetrix | Scoop.it
Few companies can see their stock rally in the face of an 18% drop in profit.  Energy supergiant Exxon Mobil is one of those, topping estimates and earning nearly $8 billion this quarter as crude oil production and pricing improved, despite a dramatic...
Lisa Tamayo's insight:

It is a curious world indeed where a company's stock price goes up with results that are less bad than the competitor.

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Wind Power Has Dramatically Cut Global Warming Pollution In The U.S.

Wind Power Has Dramatically Cut Global Warming Pollution In The U.S. | investorMetrix | Scoop.it
As required by Congress, the EPA recently released annual greenhouse gas data
Lisa Tamayo's insight:

Well this is very interesting indeed.  Wind power quietly picks up the energy slack.  

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Beer Brewing Excellence: The 6 Top Performing Companies

Beer Brewing Excellence: The 6 Top Performing Companies | investorMetrix | Scoop.it
Beer is one of those global items that everyone seems to understand and appreciate. But how profitable are the companies that comprise the sector?
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6 Top Performers In The Food Processing Sector

6 Top Performers In The Food Processing Sector | investorMetrix | Scoop.it
The companies in the Food Processing NEC sector serve as the intermediary between the farmer and the consumer.
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New Solana Power Plant Shines Spotlight on Arizona Solar Power

New Solana Power Plant Shines Spotlight on Arizona Solar Power | investorMetrix | Scoop.it
The Arizona solar power sector has been thrust into the global spotlight with the startup of the Solana solar plant, the first of its kind in the US.
Lisa Tamayo's insight:

This breakthrough is important because it is the beginning of taking solar and wind power and STORING IT FOR LATER.  Whoever cracks the code on this, will change the energy landscape forever.

 

Abengoa has seen their stock suffer, even in the midst of increasing revenues.  They have also just opened an ADR for US trading without all the extra fees.  

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