Top Stocks To Watch As The U.S. Opens Up To Condensate Exports

This article was first published by Seeking Alpha on January 7, 2015

By Sarfaraz A. Khan. Research Asst. Iffat Zehra

Since 1970s, the U.S. oil companies have been mostly prohibited from exporting locally produced crude oil. The ban was aimed at safeguarding the U.S.'s national interest as a reaction to the Arab oil embargo in that period which undermined crude supplies in the U.S., given the embargo came at a time when U.S. was already struggling with deteriorating oil production.

How ConocoPhillips Can Blow Past Its 52-Week High

This article was originally published by TheStreet on April 22, 2014

By Sarfaraz A. Khan

NEW YORK (TheStreet) -- ConocoPhillips (COP_), the world's largest independent energy producer, is looking to higher-margin production to get bigger.

Over the next four years, ConocoPhillips expects to increase its output at a compounded annual growth rate of between 3% and 5%. This will be driven by 20% per year growth in output from the Eagle Ford, Bakken and the Canadian oil sands at the same time it cuts its lower-margin gas output by an average of 6% per year through 2017.

Cheniere Energy Is Up More Than 100% and May Go Higher

This article was originally published by TheStreet 

NEW YORK (TheStreet) -- Shares of Cheniere Energy (LNG_), the only United States energy company with all the necessary approvals required for the export of LNG, have been up by more than 100% in 2013. In December the business announced three major contracts, which pushed its shares even higher as the company moved one step closer towards exporting fuel from the Sabine Pass and Corpus Christi Liquefaction facilities.

Other energy players in the industry are also looking to capitalize on the growing demand of LNG from the international markets, but Cheniere Energy is way ahead. The two new liquefaction plants, also called trains (5 and 6), will add to the company's earnings in the coming years.

Cheniere Energy was adding 1.4% to $43.65 in mid-day trading, extending its 2013 advance to 133%.

More importantly, the business will reap benefits of favorable market fundamentals in the next several years. Although Cheniere's investors might not witness a triple digit growth in their 2014 holdings, the shares will continue their rally. 

The World's Biggest Independent Energy Firm Is Eyeing Significant Uptake in Production by 2017

The world’s leading independent oil and gas company, ConocoPhillips (COP), has recently announced that it will spend $16.7 billion as capital expenditure in 2014, showing an increase of around $900 million from last year. Nearly 39% of the total capital expenditure will go towards the high margin development drilling program, of which 90% will be allocated to North America. Overall, around 55% of its total capital expenditure will flow towards its North American operations while the rest will be invested in its international operations.

The company has also announced that it will invest $5.8 billion on development projects around the world, including those in Australia and Canada, to increase its production by 400 mboed in the next four years.

The company will invest heavily in the lower 48 …. read full article at GuruFocus 

ConocoPhillips And Canada's Oil Sands: Everything You Need To Know

From Seeking Alpha

According to a recent report, ConocoPhillips (NYSE:COP) has decided not to sell its stake in the Canadian oil sands assets as the company has already reached its capital targets by divesting from other resources. Canada's oil sands can be an attractive venture but due to large financial requirements, technical and political challenges, explained later in the article, ConocoPhillips would have had a tough time finding the right buyers .... read more