Unconventional Investing for Unconventional Times
Marin KatusaThe insiders' secret to doubling your speculative profits at the same amount of risk.
Marin Katusa
Marin Katusa, an accomplished investment analyst, is the senior editor of Casey Energy Opportunities, Casey Energy Confidential, and the Casey 50. He left a successful teaching career to pursue analyzing and investing in junior resource companies. In addition, he is a member of the Vancouver Angel Forum where he and his colleagues evaluate early seed investment opportunities. Marin also manages a portfolio of international real estate projects. Using advanced mathematical skills, he has created a diagnostic resource market tool that analyzes and compares hundreds of investment variables. Through his own investments, Marin has established a network of relationships with many of the key players in the junior resource sector in Vancouver. Marin has the connections, the mathematical and analytical acumen to bring the best investment ideas and most promising private placement offerings to Casey Research subscribers.
Current Columns and Articles
Was This American Hero Actually a Soviet Spy?
Marin KatusaWhat do baking soda, oil, and the Gore family all have in common?
199 Days of Hell
Marin KatusaUnintended consequences: oil and the worst battle in history
199 Days of Hell
Marin KatusaUnintended consequences: oil and the worst battle in history
199 Days of Hell
Marin KatusaUnintended consequences: oil and the worst battle in history
Is Obama Losing the Energy War Before It's Even Started?
Marin KatusaWhy not building the pipeline could endanger the environment and the lives (and livelihood) of the American people
The New Normal for Oil?
Marin KatusaCrude oil is in contango… but that doesn't mean it's easy to play the situation for profit
Keystone XL Veto Is Partisan Political Disaster for America
Marin KatusaAmerican politics have gone from debate to pure partisan propaganda
Where Have All the Statesmen Gone?
Marin KatusaAmerica is going to have to learn to play nicely
German Chancellor Merkel Won't Let Ukraine Get in the Way of Business
Marin KatusaThere's no greater force controlling the global energy trade today than Russia and Vladimir Putin.
Russia's Unfazed by Falling Oil Prices
Marin KatusaThe slide in oil prices threatens American energy independence and emboldens rather than weakens Russia
Russia and China's Natural Gas Deals Are a Death Knell for Canada's LNG Ambitions
Marin KatusaAs the Colder War heats up, Canadian energy producers are finding Eastern interest in their natural gas exports dwindling
The Madness of the EU's Energy Policy
Marin KatusaPutin has launched a devastating plan to turn Russia into an energy powerhouse
Putin Signs Secret Pact to Crush NATO
Marin KatusaPutin is staging an assault on the dollar to bring the US down to the level of just one ordinary nation among many.
The Colder War and the End of the Petrodollar
Marin KatusaThe mainstream media are falling over themselves talking about Russia’s just-signed “Holy Grail” gas deal with China, which is expected to be worth more than $400 billion. But here’s what I think the real news is… and nobody’s talking about it—until
Seven Things You May Not Know About Coal
Marin KatusaCoal is back in the headlines… but how informed are you about this baseload power source?
The Most Anticipated Oil Well of 2014
Marin KatusaAn eye-opening discussion with the CEO of one of our favorite companies
How a Big Cat Started Europe’s Addiction to Oil
Marin KatusaHow the West got on the hook that it finds itself on today… and how smart investors can profit
Obama’s Secret Pipeline
Marin KatusaWhile Keystone XL is the talk of the day, this hush-hush project has already passed its Senate hurdle… and one company is getting ready to make a killing
99 Problems… But Oil Ain’t One of Them
Marin KatusaHow applying new technologies to old oil fields has changed America
Energy Outlook: What’s Hot in 2014
Marin KatusaThe most profitable energy trends for the coming year.
How Putin Conquered South Africa
Marin KatusaIn the global war for energy supremacy, Russia has won another victory over the United States.
The Iranian Deal: What the Big Six Really Have to Gain
Marin KatusaOver the weekend, the world changed.
Will Russia Lose Its Oily Grip on Europe?
Marin KatusaVladimir Putin is on a roll. Ever since the Russian president-turned-prime-minister-turned-president got into office 13 years ago, he's been deftly maneuvering Russia back into the ranks of global heavyweights. These days, he's averting cruise missil
Could This Be the Next Bakken?
Marin KatusaEveryone is looking to make the "Big Score" in the resource sector—that one special discovery that is not just elephant- but brontosaurus-size: big enough to put you into the annals of resource exploration and make fortunes for your investors.
The Global Race for Shale Development Is On
Marin KatusaGuess who the US Energy Information Agency (EIA) says has 430% more proven gas reserves than the US? Guess who has twice as much as the US in shale gas technically recoverable? Guess who has over twice as much proven oil reserves as the US?
The Hidden Bargain: The Other Yellow Metal
Marin KatusaBy several measures, a contrarian bull market is shaping up in an unlikely energy sector.
Porter Stansberry vs. Marin Katusa: Who Won the Bet?
Marin KatusaEven the soundest predictions can be completely off if timing is overlooked.
Hugo Chávez Is Gone, but His Oil Legacy Lives On
Marin KatusaWhy the death of Hugo Chávez will not cause cheap Venezuelan oil to flood the market.
How Rockefeller Parlayed Pipelines into Billions
Marin KatusaThe history of hydrocarbon pipelines offers profitable insights for investors
Hugo Chavez' Last Laugh: OIL
Marin KatusaWhoever succeeds Hugo Chavez will be trapped between a rock and a hard place. Venezuela currently has some of the cheapest gasoline in the world; it's costing an average of $1 to fill up one's tank.
Is a Carbon Tax a Done Deal for the US?
Marin KatusaObama is poised to push a carbon tax through... with the surprising support of a major US energy company.
Putin Is the New Global Shah of Oil
Marin KatusaHow much energy-sector power can Russian President Vladimir Putin attain?
Will an OPEC Nation's Runaway Inflation Spark an Oil Bull Market?
Marin KatusaGrowing unrest in the Middle East likely signals good news for shrewd energy investors.
Casey Panel: The Energy Crisis Is Here—Here's How to Play It
Marin KatusaOil and gas reserves around the world are growing scarcer by the minute, and people are looking to their governments for answers.
Why an Islamic Revolution in Saudi Arabia Is a Surefire Way to Send Oil to $300 a Barrel
Marin KatusaThere is little that would rock the oil world more than a revolution in Saudi Arabia.
The Race for Energy Resources Just Got Hotter
Marin KatusaMalaysia's state-owned oil and gas company just made a multibillion-dollar bet that Canada will choose to export its shale gas riches.
Which Course Will North American Natural Gas Producers Choose?
Marin KatusaNews of a "monster" natural gas find in British Columbia has one again highlighted that North Americans need to make a choice.
Oil Price Differentials: Caught Between the Sands and the Pipelines
Marin KatusaRevealed – what recent shifts in oil prices mean for this energy subsector, and how long they'll likely last.
Coal and Shale Gas: America's Energy Siblings Are Locked in Rivalry
Marin KatusaCompetition is supposed to make competitors stronger, but when it comes to the battle between coal and shale gas for supremacy as the United States' power-generating fuel of choice, the rivalry instead has each commodity holding the other down.
Which Stocks Will Lose the Most in the Coming Energy Bloodbath
Marin KatusaYesterday, I made a prediction that should scare a lot of investors.
How You Can Profit From the Market's Next Big Collapse
Marin KatusaIf you think the bloodbath is over for natural gas stocks, think again...
Marin Katusa vs. Porter Stansberry on Oil Prices
Marin KatusaAt the latest Casey Research conference, respected investment analyst Porter Stansberry stood at the podium and predicted that the price of oil will fall below US$40 per barrel within the next 12 months.
So Long, US Dollar
Marin KatusaThere's a major shift under way, one the US mainstream media has left largely untouched even though it will send the United States into an economic maelstrom and dramatically reduce the country's importance in the world: the demise of the US dollar a
Don't Believe Every Energy Dividend Story You Hear
Marin KatusaMy most recent trip to Calgary gave me a welcome chance to catch up with friends and colleagues in Cow Town's oil and gas sector.
Energy-Sector Investment Traps
Marin KatusaEvery salesman wants to present his product in the best light possible and the salesmen of the stock market are no exception.
The Upside to a Natural Gas Downturn
Marin KatusaThe energy market is a complex beast, its many parts interconnected through a multitude of linkages.
The Gray Hairs and the Slick Hairs
Marin KatusaMany of Casey Research's editors and analysts spent last week in Toronto at the annual Prospectors and Developers Association of Canada (PDAC) convention.
The Story Behind US Gas Price Pain
Marin KatusaGasoline consumption in the United States has been dropping for years.
Natgas Down, Opportunity Up
Marin KatusaThe energy market is a complex beast, its many parts interconnected through a multitude of linkages.
Why Not Thorium?
Marin KatusaThe Fukushima disaster reminded us all of the dangers inherent in uranium-fueled nuclear reactors.
Will Iran Kill the Petrodollar?
Marin KatusaThe official line from the United States and the European Union is that Tehran must be punished for continuing its efforts to develop a nuclear weapon.
Don't Frack Me Up
Marin KatusaTo many walking the planet, fracking has a seriously bad reputation.
India: Land of Energy Opportunity
Marin KatusaQuick, what country is the economic engine that will power world growth? If you answered "China," you're far from alone.
America's Energy Pipeline Dreams
Marin KatusaThe Keystone XL ruckus shone a light on pipelines like never before.
Is It a Good Time to Invest in Pipeline Companies?
Marin KatusaLet's begin by positioning the sector. Investing in a pipeline company is similar to investing in a utility.
Will Offshore Oil Lubricate US–Cuba Relations?
Marin KatusaOne of Spain's largest oil companies, Repsol, is gearing up to spud a deep, offshore well in Cuban waters, just 60 miles from the Florida Keys.
Who’s Right About Commodities: Bears or Bulls?
Marin KatusaIn the last few weeks a slow slide in commodity prices – metals in particular – has turned into a full-scale nosedive.
Casey Research Summit Special Report: Surviving the Death of Money
Marin KatusaWhen the currency system as we know it dies, some people will become very wealthy.
Falling Oil Prices: Worrying Trend or Saving Grace?
Marin KatusaWhen oil prices start to decline, investors and economists get worried.
China Gets Picky
Marin KatusaIt turns out that China is not willing to pay whatever it has to for energy and metal resources.
America’s Oil Supply: The Keystone for Survival
Marin KatusaA rancorous debate over TransCanada Corp.’s (T.TRP) proposed Keystone XL Pipeline has given rise to two uncomfortable prospects: If the US$7 billion project is not built, Alberta’s oil sands will become landlocked, at least for a while, and the Unite
How Shale Gas Might Transform the Energy Markets
Marin KatusaIn the midst of roller-coaster oil prices and a global reassessment of nuclear power, in early April a key development in the natural gas arena slipped by mostly unnoticed: a report from the U.S. Energy Information Administration (EIA) about global s
It’s Time to Invest in Coal
Marin KatusaCoal prices are surging ahead even as most other commodities pull back, spurred on by expectations that metallurgical and thermal coal production will again fail to meet rising global demand this year.
The Future of Atomkraft
Marin KatusaIn a dramatic about-face, Chancellor Angela Merkel announced last Monday that Germany will phase out nuclear power completely by 2022, shutting down its nine operational reactors and never restarting the seven reactors that were suspended in the wake
The Fracking Controversy
Marin KatusaBlackstone Group LP (BX), the world’s largest private equity firm, is set to invest $1 billion in unconventional oil and gas projects in North America through a joint venture with Alta Resources, which has cemented a spotlight on fracking.
Oil Hits 32-Month High As Unrest Persists in the Middle East
Marin KatusaWith the civil war in Libya now entering its third week, Egypt moving haltingly towards free elections, and hundreds dead in Syria, Yemen and Bahrain after a month of anti-government protests in each country, the Middle East is rife with instability.
Oil Sands: Fueling the Future
Marin KatusaFor many years, trying to tap an oil sands deposit accomplished about as much as sipping molasses through a straw, but that is changing. So do oil sands companies make a good investment now?
The Libyan Crisis: Where Are Oil Prices Going?
Marin KatusaThe oil picture is always complex, but right now things are about as complicated as they can get.
Australian Floods Cause Drought in the Coal Market
Marin KatusaThe most important metallurgical coal basin in the world is underwater. Open pits have become lakes, stockpiles are soaked, and rail lines are submerged and in places destroyed. Damage is estimated at $5 to $6 billion.
Why Europe Should Pay Attention to Algeria
Marin KatusaTunisia’s uprising has democracy watchers wondering if the instability will spill over into neighboring North African countries, but really that instability is already there. In the first week of the year, Algeria experienced violent protests after t
Geothermal Update: Growth Spurt Ahead
Marin KatusaThe Canadian Geothermal Energy Association (CanGEA) is a pretty active group. It regularly hosts networking and news events for its members, who range from scientists to industry reps.
Forgotten Treasure: Unconventional Oil in the Middle East
Marin KatusaAs the conventional and cheap oil and gas start to dry up in the Middle East… a bigger, even better opportunity seeks to replace it.
Casey Research Identifies Next Generation of Resource Leaders with Casey's NexTen
Marin KatusaStowe, VT, October 12, 2010 – Casey Research, a leader in providing in-depth, independent analysis of high-growth investment opportunities, announced today Casey’s NextTen, the next generation of leaders in the natural resource industry.
Where Are Oil and Gas Prices Heading Next?
Marin KatusaOil is heading to US$200 per barrel. This isn’t speculation but hard fact. But forewarned is forearmed, and with this price expected within the next five years, investors have plenty of time to position themselves.
Casey's Energy Guru: Today's Hottest Energy Plays
Marin KatusaMarin Katusa, an accomplished investment analyst, is the senior editor of Casey’s Energy Opportunities, Casey’s Energy Confidential, and Casey’s Energy Report. He left a successful teaching career to pursue analyzing and investing in junior resource
China and India: Still Hungry for Coal
Marin KatusaOne can only hope that the “Don’t shoot the messenger” adage is still popular in the international community.
Oil’s Out - Find Out What’s In
Marin KatusaThe International Energy Association (IEA) has spoken. What the world needs now is a clean energy technology revolution.
Saskatchewan: A Gold Mine for Uranium
Marin KatusaMining is a risky business and accidents happen. But when your mine is the world’s largest uranium deposit, fourth largest copper deposit, and fifth largest gold deposit, an accident can cost a little bit more than the average. Something BHP Billiton
A Run for the Canadian Border
Marin KatusaThe Gulf of Mexico disaster has changed U.S. priorities, costs, and energy supply sources for years to come. But the fact that the U.S. needs energy isn’t changing anytime soon, and as mass sources of green energy are still a while away, the most lik
China Is Winning the Energy Race
Marin KatusaStop the presses. The United States is no longer the world’s biggest consumer of energy.
Is the Future of U.S. Oil Really Secure?
Marin KatusaTwo words that any oil company dreads to hear are “export duty.” Especially if the word “increases” or “introduced” is floating around there too.
Has the Gulf Spill Opened Pandora’s Box for Obama?
Marin KatusaThe White House might be gaping in shock that the U.S. federal court overturned the six-month drilling moratorium, but it really isn’t all that surprising. Amid the finger pointing and political posturing, the Obama administration seems to have misse
Albania - the New Frontier for Oil Investors
Marin KatusaAfter a troubled past, resource-rich Albania is trying to modernize itself into a good place to do business… and with astonishing success.
Why Google Should Subscribe to Casey Research
Marin KatusaWhat do search engines and wind energy have in common? That’s the question a lot of investors were asking earlier this month, when Google made an almost US$40 million investment into NextEra Energy Resources, a North Dakota wind energy firm. The simp
The Nuclear Option
Marin KatusaEarlier this year, the Obama administration announced large new federal loan guarantees for the nuclear energy industry – totaling about $54 billion, or more than triple the current level of funding. Philosophically, we abhor government subsidies to
One for All and All for... Myself
Marin KatusaIn December 2008, after OPEC warned of “substantial cutbacks,” I voiced my strong opinion that the members of the Dirty Dozen would cheat, because cartels always cheat. Sure enough, despite all the talk about production cutbacks, even more oil flowed
Shale by the Pail: Europe Shakes Its Fist at Russian Hegemony
Marin KatusaThe latest buzzword on investors’ lips is shale, and it’s everywhere. Shale gas production is rapidly growing, and the domino effect of unconventional gas development on the global energy market is staggering.
Cheap Oil is Gone, and That's Good News
Marin KatusaOver the next year or two, you will likely find yourself paying a LOT more at the gas pump. Big changes are taking place in the oil industry. With increased global demand and declining supply, easy oil is not so easy anymore.
The Best Energy Investments in the World
Marin KatusaIn the past three years, Marin Katusa, senior energy analyst at Casey Research, has become one of the most respected and listened-to authorities in the investment advisory business. He spends the bulk of his time on airplanes and in far-off places st
Black Gold... Green Oil
Marin KatusaThis summer, there's been a flurry of new green announcements from the world's major oil firms. ExxonMobil, Chevron, Valero, Statoil, Marathon, and Sunoco have all thrown their hats into the green ring.
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