Insider Secrets

Insider Secrets

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

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Premium Article Archive

  • Hold Out On Those Long Term Stock Picks

    It’s not quite time for a victory lap, but some credit should come from an oil market that has clearly seen its lows and has taken some of our beloved oil stocks on a big ride north with it. And with that credit may come some ideas about where we go hunting for the next good energy idea. This week has seen some very famous oil ‘pundits’ take it on the chin for calls they made at the depths of the oil market in February. Dennis Gartman might be the most famous, recanting his calls earlier this year: In December…

  • How To Play The Oil Majors In 2016

    This week saw the first of the major multinational, diversified energy companies reporting earnings for the first calendar quarter of 2016. As expected, they have not been pretty in year on year terms, but, as I suggested last week may be the case, most have beaten the drastically cut analysts’ estimates for the quarter. BP (BP), Total S.A. (TOT), Conoco Phillips (COP) and Exxon Mobil (XOM) all had better than expected quarters, with only Chevron (CVX) missing. Of course that doesn’t mean that everything in the garden is rosy. Most expressed caution, and even worry, about the rest of this…

  • Refining Margins Improve As Oil Hits $45

    Friday, April 29, 2016 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 sector. Each week we’ll dig into some data and provide a bit of explanation on what drives the numbers. Let’s take a look. 1. Gasoline refining margins improve   (Click to enlarge) - Downstream units at many integrated oil companies have been the lone bright spot for much of the down market since mid-2014, with very high margins for much of 2015. However, the margins for refineries – which buy…

  • Global Energy Advisory April 29th 2016

    Politics, Geopolitics & Conflict Splitting the Libyan Spoils Let’s get Libya out of the way first. It should not be necessary to mention this, and in general we find it inadvisable to comment on foreign policy issues brought up by the campaigning of Donald Trump; however, because the U.S. intelligence community has seen fit to respond, we will note only that the Islamic State (ISIS) is not known to be selling Libyan oil. It has not made it that far. There is also the question of what ISIS would actually do with a major oilfield. It can manage small ones,…

  • Bears Versus Bulls, Can This Rally Hold?

    Now that June Crude Oil futures have cleared more than a few hurdles on the daily and weekly charts, it’s time to take a look at where it stands on the weekly chart to get an idea of its strength and to identify potential resistance areas.  (Click to enlarge)According to the monthly swing chart, the main trend is still down. However, the three month rally indicates that momentum has shifted to the upside. The main range is $65.93 to $30.79. Its retracement zone at $48.36 to $52.51 is the primary upside target. A long-term downtrending angle passes through this zone…

  • Oil Stocks Going Too High Too Soon

    The chorus has become deafening: The International Energy Agency (IEA) has predicted a full ‘rebalancing’ of the oil market by late 2017, with OPEC joining in on that timetable Thursday. Our own Energy Information Agency (EIA) has gone even more aggressive, expecting a cross of the global supply/demand lines later this year and agreeing with the timeline that I laid out in my book more than a year ago. The markets, as always an ‘anticipatory’ instrument, are responding by ratcheting up the prices of oil stocks, sometimes to levels that corresponded to oil trading more than $15 higher than current…

  • Why I Am Bullish On ConocoPhillips

    Ask most people, even those who follow the energy markets pretty closely, who is the world’s largest independent oil exploration and production company and I doubt that many would get it right. There would probably be a ton of votes for Exxon Mobil (XOM), with the more internationally minded going for Royal Dutch Shell (RDS.A) or BP (BP). In fact, based on proven reserves and current production, is Conoco Phillips (COP). That status as top E&P company was once a sought after thing, but over the last year and a half or so it has become a huge liability as…

  • Oil Supplies May Be Tighter Than Perceived

    Friday, April 22, 2016 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 sector. Each week we’ll dig into some data and provide a bit of explanation on what drives the numbers. Let’s take a look. 1. China’s oil demand slowing- China has long-been the engine of growth for oil demand, but that is increasingly no longer the case. Last year China’s oil demand grew by 370,000 barrels per day, but that growth rate is expected to slow to just 290,000 barrels per…

  • Global Energy Advisory April 22nd 2016

    Politics, Geopolitics & Conflict • Oil fields in northern Syria are now nominally under the control of the Syrian Kurds. Most of these resources are in Deir ez-Zor, in the Rojava region. The Islamic State stepped in around mid-2014 to attempt to take over these oil resources, whose control was ambiguous and in many cases tribal and individual (smugglers). The Kurds largely kept ISIS from destroying or assuming full control. Earlier this month, the Kurds seized the Rweshid oil field after pushing ISIS out of the Abu Khashab district in northeastern Hasakah province. This area remains very important to the…

  • Keep These Stocks On Your Radar As Oil Rebounds

    The rebound rally in the crude oil at the start of the week not only helped the futures market, but it also helped drive the Dow Jones Industrial Average and S&P 500 Index into fresh all-time highs. With oil at its highest level since the week-ending December 4, it seems like a good time to revisit the S&P Energy Select SPDR ETF (XLE) and Exxon Mobil Corporation (XOM). The last time I covered these two equity markets was the week-ending February 25. At that time, crude oil was building its support base and the stock market had just reached its…

Martin tiller