Insider Secrets

Insider Secrets

Learn how the PROs are making money from the oil and energy market.

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Energy / Natural Gas

  • This One Number Just Changed The Outlook For Global NatGas

    The eastern Mediterranean is very quietly becoming one of the most important spots globally for natural gas. With recent mega-finds in places like Egypt and Israel holding the potential to change the supply picture for the region, and beyond. But news this week suggests there may be some hiccups coming for development in this critical area. That came from Israel. Where Platts broke the story that the much-touted Leviathan offshore natgas discovery may not be as big as originally believed. Industry sources told the news service that Israel’s government has just received a new report assessing reserves at Leviathan. And…

  • Low Oil Price Thwarts Wider LNG Adoption in Shipping—For Now

    Low oil prices appear poised to claim another energy victim by sidelining the wider adoption of liquefied natural gas (LNG) for shipping fuel by as much as a decade, but it’s certainly not game over in this fuel evolution. Projections made some six years ago looked brilliant. By 2020, LNG would have been fueling between 10 percent and 30 percent of all newly built vessels, according to engineering expert Christian Poengsen at a recent conference. But these attractive projections were made when oil traded at over $100 and gas was a cheaper, cleaner alternative. Now, with oil around $40, shipbuilders…

  • Eni Hopes To Develop Supergiant Gas Field By 2017

    Egypt offers a bright spot for natural gas development, a lone bright spot in an energy world undergoing harsh austerity. The friendly business environment in Egypt right now stems, in part, from a painful shortage in energy. Egypt has suffered blackouts due to shortages in natural gas, and has been scrambling to make up for the shortfall. Natural gas prices are regulated, and the state gas company, EGAS, has offered generous prices for gas in order to attract investment. Related: A Lasting Solution To Low Oil Prices The Financial Times reports that the blackouts have eased a bit since 2015. But…

  • Is The Golden Age Of Gas Nothing More Than A Bubble?

    This is part 2 of a 4 article series on LNG, part 1 can be found here, part 3 can be found here Modern capitalism has seen many market bubbles, from the Dutch tulip bulb mania of 1634-1637, through the Wall Street crash of 1929, to the housing and mortgage crisis of 2008. In the LNG business one bubble has already run its course: the previous decade’s fad to build import terminals that ended up idle, in America and elsewhere. Import (regasification) terminals are expensive, though not as expensive as export (liquefaction) terminals. In 2014, a year when less than…

  • Natural Gas Trading Strategies

    Natural gas ended March 2016 with almost a 14 percent gain, but lost 16.2 percent for the quarter, and the gut-wrenching volatility in this market makes it a very difficult commodity to trade. For traders, Mother Nature adds to the unpredictability and she can be a formidable foe, playing an important role in determining demand for natural gas, as around 50 percent of U.S. households use the commodity to heat or cool their homes. As such, natural gas traders should not only understand the nitty gritty of supply and demand, they have to keep a close eye on the weather…

  • Iran’s Masterplan To Ramp Up Energy Exports

    Iran, which possesses the second-largest natural gas reserves in the world, has recently announced its intention to dramatically increase its energy production. It is also positioning itself to increase its energy exports, a long-stated goal of its post-sanctions economic program. In January 2016 it was announced by Iran’s Prime Minister Hassan Rouhani that the South Pars natural gas field, Iran’s portion of the enormous Persian Gulf field it shares with Qatar, will be fully developed and in operation by March 2018. The 24-phase project has just surpassed stage 15 and 16, which together will add 50 million cubic meters per…

  • Is A Gas War Between The U.S. And Canada About To Start?

    The United States and Canada work well together. The countries share the world’s largest and most comprehensive trade relationship, exchanging more than $2 billion per day in goods and services; the U.S. is Canada’s largest foreign investor and Canada is the third-largest foreign investor in the U.S. The partnership clearly isn’t broken, but it may need some mending as bilateral and international gas trade stands to complicate matters in short order. As with most current global natural gas issues, we must first look back to the shale gas revolution. In 2005 – just as hydraulic fracturing was finding its feet…

  • The 9 Top Stories In The Natural Gas Sector This Week

    I’ve been trying to choose a Friday story in liquefied natural gas (LNG) — where events have been coming fast and furious worldwide. But this week there was such an explosion of news in the space, I couldn’t pick just one item. Instead, I’m going to run down nine critical happenings that show the breakneck pace at which this key global market is changing. In China, for instance, where data released Monday showed that LNG imports leapt 12.1 percent during February — to 1.85 million tons. Related: Why We Could See An Oil Price Shock In 2016 Chinese LNG demand is…

  • Natural Gas Prices Could Plunge Below $1 Here

    Natural gas prices in the United States dropped their lowest levels since 1998 on March 1, with Henry Hub spot prices falling to $1.57 per million Btu (MMBtu). Low oil prices are stealing the media show, but the natural gas sector is also facing a historic downturn. Less attention is understandable for a few reasons. Natural gas markets are regional, and as such, gas is priced differently in different parts of the world (although natural gas prices have plummeted in Europe and Asia as well). Not every country is suffering from low natural gas prices in the way that oil-producing…

  • Bottom Fishing In Natural Gas

    Over my time writing here I think I have established certain things. One of them is that I don’t have a lot of time for those who, from a trading perspective, refer to “bottom fishing” in a derogatory way or constantly point to the dangers of attempting to “catch a falling knife.” It seems to me that such people have probably never worked in an actual dealing room, where such things are every day activities. As I have pointed out before, if done in a disciplined manner bottom fishing can be an extremely lucrative pastime. The discipline, though, is the…

Martin tiller