follow us like us subscribe contact us
Loading, please wait

Premium Article Archive

  • Geopolitics and the Changing Oil Market

    In the oil markets today there’s a lot to talk about, almost too much.  I have never seen such a disarray of geopolitical influences on the oil market at any other point in my 25-year career and it comes at a time when financial influences are similarly changing quickly.Stay with me for a moment, because the only way I can get you to understand what’s happening in oil, now and in the future, is to get a little wonky on you and take you into my world of financial and not fundamental oil.  I outlined my career thesis on the…

  • One Bright Spot In Utilities

    If you consider a time span measured in years rather than days, weeks or months, it is hard to make a good case for investing in power utilities. Most are aware that over the next few years utility stocks are going to get hit with a double-whammy of epic proportions.New EPA emissions regulations are going to force them to shutter many coal powered plants and move to cleaner energy sources. The U.S. Chamber of Commerce has estimated that this will cost utilities $28.1 Billion a year. No doubt some of those ongoing costs will be passed on to the consumer,…

  • The Shale Revolutions Next Winner: The Permian Basin

    While North Dakota and South Texas garner much of the attention by energy investors, West Texas is fast becoming the backbone of the shale story in the United States.West Texas is home to the Permian basin, which was originally discovered nearly a century ago. It was home to much of Texas’ oil production for decades, but peaked in the 1970’s – along with many other American oil fields – and entered into a period of gradual decline.That all reversed course over the last few years, with the familiar story involving hydraulic fracturing and horizontal drilling unfolding on the dusty plains…

  • Global Energy Advisory July 25th 2014

    Regulatory AlertsWith the final voting schedule for its Energy Reform regularly pushed back, Mexico finally gives investors a piece of good news. The Senate voted Tuesday to end the rule stating that Pemex was the only player permitted to explore and exploit oil and gas resources in the country. The bill, which is expected to pass the Chamber of Deputies, would definitely open the door to foreign players investing in the Mexican oil and gas sector and attract as much as $20 billion in foreign investment a year.The White House has tightened regulations for freight trains hauling oil, after coming…

  • Are we About to See a Buying Opportunity in Oil

    Despite the recent weakness in Nearby Crude Oil on the daily chart, the weekly and monthly charts are showing quite a bit of resiliency. Both of these charts suggest the market may be in a position to breakout to the upside which could be the reason why traders are coming in to support the market on short-term sell-offs.Fundamentally, gains seem to be capped by high inventories, but the continuing improvement in the U.S. economy coupled with a spattering of geopolitical events have helped maintain a strong uptrend.  The recent sell-off in crude oil from late June to mid-July was met…

  • Too Many Coincidences

    There are too many coincidences.  There are just too many to think that the missile downing of Malaysian flight 18, flying from Amsterdam to Kuala Lampur was a mistake.  And oil seems to be a major part of the coincidences. This is what we know.  We know that the flight that was downed was from Malaysia, an Islamic island nation not really on anyone’s support list right now, particularly considering the last botched airline mishap, the still unrecovered MH 370.  Is anyone about to go to war because of a downed Malaysian aircraft?  Well, let’s just say that the possible…

  • Goodrich Petroleum Part 2

    In general, I try not to return to ideas that I have written about before. It strikes me as a bit lazy; I mean I have already done the research that prompted the initial call and you, dear reader, are probably looking for new ideas, not old ones. Sometimes, though, a situation changes, or appears to, and a previously talked about stock becomes an opportunity all over again.Such is the case with Goodrich Petroleum (GDP). I first talked about Goodrich in a piece you received in the April 4th edition of Oil & Energy Insider. At that time I identified…

  • Coal Enters New Phase of Insecurity

    Coal is the fastest growing source of energy across the world, as the developing world seemingly puts a new coal-fired power plant into operation as fast as they can build them. Coal provides 40% of the world’s electricity supply, and despite swift gains by renewable energy, it will remain a dominant source of power for the foreseeable future.However, the ubiquity of coal belies the very real cracks in its foundation. Those weaknesses could portend a much graver future for coal than many realize.Investors watching the energy picture in the U.S. are fully aware of the threat posed to coal from…

  • Global Energy Advisory – 18th July 2014

    Pipeline UpdatesA new pipeline is being proposed from North Dakota’s Bakken oil fields through 17 Iowa counties, ending in Illinois. The proposal for the 1,100-mile underground crude pipeline comes from Texas Energy Transfer Partners, which faces plenty of regulatory hurdles across states. The existing plan is to have the pipeline operational by the end of 2016. The “Bakken Pipeline”—as it is already being named—would have the capacity to transfer 320,000 barrels of crude oil per day. Canada’s Enbridge is starting talks with the authorities in Alaska for the construction of a proposed $8 billion natural gas pipeline that could become…

  • To Frack or Not to Frack

    A recent ruling by the New York Supreme Court, gave small towns in the state the right to ban the combination of hydraulic fracturing and horizontal drilling known as fracking. This ruling may apply to local governments across the state, but it is likely to spread nationally as many local governments fight to slow or ban the national shift toward gas production in the U.S. This ruling could seriously impact natural gas supplies in the short-term, but so far the market hasn’t reflected any major concerns. The long-term impact is still being studied.Currently, states like Montana, North Dakota, Ohio, Oklahoma,…