This week, the Environmental Protection…
Demand forecasts from the IEA,…
Taking a look at our proprietary ClipperData in recent days, there has been two trends that have jumped out: changing oil dynamics in the US, and changing flows in…
The dominant narrative in Western media often paints Vladimir Putin as an all-powerful puppet master, whose long hand—at least according to a segment of the media flood—reaches all the way…
This might seem a frivolous question, while the dollar still retains its might, and is universally accepted in preference to other, less stable fiat currencies. However, it is becoming clear,…
Today, we have a surplus of oil, which we are trying to use up. That has never happened before, or did it? Well, actually, it did, back around 1930. As…
Two of this week’s main market highlights were the continued oil prices rally—with Brent touching above $70 a barrel on Thursday for the first time since December 2014—and a…
Over a decade ago we got involved in the development of the biofuels industry in Europe, when it began to take off in earnest there. At that time estimated profits…
We’ve been nearly alone in taking in some stellar gains in oil stocks since late October, benefiting from an oil rally that few analysts (besides myself) saw coming and positioned…
There is, it seems, one theme that look likely to dominate energy investing in 2018, increased output. On some subjects it seems that the current White House has a problem…
Friday January 12, 2018 In the latest edition of the Numbers Report, we’ll take a look at some of the most interesting figures put out this week in the energy…
New York City is suing the world’s five biggest oil companies on allegations they knew about the impact the industry was having on the environment but concealed this knowledge from…
U.S. West Texas Intermediate crude oil surged to the upside on Monday, setting a bullish tone for the week. The catalysts behind the price action were renewed speculative bets on…
While sentiment in the oil market remains bullish, analysts cannot seem to agree on crude's next big move. (Click to enlarge)
The number of active oil and gas rigs rose this week, according to Baker Hughes data, increasing by 15 total rigs, bringing the total rigs to 939, which is…
Oilman and investment manager T. Boone Pickens is calling it quits with the energy-focused fund he has managed for the past two decades—BP Capital—citing deteriorating health, according to a letter…
U.S. oil prices are treading water above $US 60/B (WTI) again, the first time since 2015. Crude oil has a northerly wind in its sails, though everybody on board…
On Wednesday, New York City announced that it would sue the five oil majors—ExxonMobil, Chevron, ConocoPhillips, Royal Dutch Shell and BP—over their role in fueling climate change. Also, New York…
Less than a week after the Trump Administration proposed to open almost the entire U.S. coast to oil and gas drilling, Secretary of the Interior Ryan Zinke backtracked…
The energy recovery is well underway. President Trump continues to roll back regulations aimed at boosting oil production and saving the coal industry. How might this all play out in…
The Democratic Republic of Congo may soon more than double the tax mining companies operating in the country pay on exports of cobalt, a key component in the lithium-ion batteries…
The U.S. shale industry is bringing enormous volumes of new oil supply online, breaking records each month. The U.S. could top 10 million barrels per day (mb/d) by February, and…