Insider Secrets

Insider Secrets

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

Loading, please wait

Premium Article Archive

  • Some Undeniable Value In The Oil Space Right Now

    A lot to talk about in the oil sector space as many mavens weighed in this week on oil, while the energy sector experienced what I would call a 'flash rally.' As we near the one-year anniversary of the 'shale bust', it's time to chart a course for the next several months. First, we had the Mad Money interview of Core Labs CEO David Demshur, in essence calling a bottom for oil, but in the most 'geology-prone' way the CEO of a geology engineering company could – he cited the severe front-loaded nature of shale wells and saw incipient production…

  • Earnings Season Yielding Surprising Opportunities

    Now that we are over half way through earnings season for companies here in the U.S., there is an interesting trend developing amongst the hard hit energy companies. That trend is not so much in earnings figures, which are obviously abysmal on a year to year basis, but on costs. Some cost-cutting in the industry, and particularly amongst E&P companies, was inevitable and probably essential. What is interesting though is that in many cases cost-cutting has been achieved without cutting production. In fact is some cases, such as Concho Resources (CXO), production is growing at an amazing rate, even as…

  • What You Need To Know About The Alberta Bakken

    Introduction Everyone has heard of the Bakken. The Bakken is the reason why North Dakota has emerged as the second largest oil producing state in the U.S., jumping from just 310,000 barrels per day in 2010 to nearly 1.1 million barrels per day in 2014. Upstream oil and gas companies have flocked to the Bakken, gobbling up acreage and drilling at a torrid pace in order to cash in on the basin. Drilling has certainly slowed down as oil prices have collapsed, but the Bakken still has long-term potential. Companies are putting much of their plans on hold, but will…

  • Global Energy Advisory – 31st July 2015

    Politics, Geopolitics & ConflictKazakh Oil and the Long Road to the WTOThis week, as Kazakhstan—after 19 years of trying—has finally had its membership in the WTO formally approved, we will take a brief look at Kazakhstan’s oil scene and what’s out there for foreign investors.First things first, Kazakhstan’s WTO process was a painfully long one because of slow progress in enacting energy reforms, among other key reforms and tariff regimes. At the same time that the WTO has approved Kazakhstan’s membership in the club, the Kazakh government has announced plans to build a fourth oil refinery in Mangistau and that…

  • Shift In Production May Herald A Price Bottom

    September Crude Oil(Click Image To Enlarge)Although September Crude Oil futures are set to finish the month sharply lower, the market is in a position to post a weekly closing price reversal bottom, which could fuel the start of a 2 to 3 week counter-trend rally and possibly more.On Tuesday, July 28, crude oil reached a low at $46.68, but closed higher for the day. The subsequent reversal on the daily chart has put the market in a position to also form a potentially bullish closing price reversal bottom on the weekly chart. This will occur following a close over $48.14…

  • Someone Will Be Back For This Company, So Get In Now

    The theme of commodity deflation is really becoming the overwhelming signpost for investors today and is getting almost entirely overlooked. In the past week, we’ve seen 5 year lows in Copper and Gold and the beginnings of the ‘double-dip’ recession in oil that I have been predicting for weeks.The reason you must be aware of the completeness of the current commodity meltdown is one of historical precedent and economic laws. One important precedent is that commodity deflation has always been accompanied by a concurrent disaster in other capital markets; whether we call this the retreat from ‘risk-on’, or a real…

  • 10 Percent Gains Guaranteed, But With A Catch

    Long term success in a dealing room, and in trading and investing outside that environment as well, depends on many things. Perhaps the most important is avoiding the big, blow-out loss, or at least minimizing the risk of that occurrence. That is why I am not generally a fan of running a short term stock position through earnings releases. Any big surprise in the numbers or untoward comment in an ensuing press conference or conference call can initiate a big move with a huge gap in liquidity. That negates any sensible precautions taken to control risk through stop losses and…

  • Oil Producers Look To Robots

    In late 2013, Total (NYSE: TOT) launched a robotics innovation contest, soliciting entrants to develop robots within three years that could work on oil platforms. Total says that while robots are already in use underwater, there are no “surface” robots that work on platforms above water.It sponsored the Autonomous Robot for Gas and Oil Sites (Argos) Challenge, a three-year challenge in partnership with France’s National Research Agency. The five chosen teams (made up of a mix of private companies, universities, and research institutions) must build robots to compete in a series of simulations intended to mimic real-life oil operations.The robot…

  • Global Energy Advisory – 24th July 2015

    Oil Market UpdateOil entered another bear market with prices down 20 percent since their June highs. Everywhere you look there are reasons to feel pessimistic. Iranian crude could come back online, adding around half a million barrels per day in production later this year or next. Iran will also sell off about 40 supertanker’s worth of crude sitting in storage.But Iraq could pose another conundrum for oil markets. According to Deutsche Bank, Iraq’s oil output hit 4.1 million barrels per day in June, a surge from around 3.8 million barrels per day month earlier. Amid all the violence and instability,…

  • Downtrend Too Strong To Pick A Bottom For Now

    September Crude Oil futures finished the week sharply lower and at a new low for the year. Let’s look at the numbers.Oil lost a little over 3.0% on Wednesday after the release of bearish weekly inventory figures. It has closed lower thirteen times in July and is rapidly approaching a 25% decline for the month. Buyers didn’t even show up when the market tested the previous contract low. This is a sign that the funds aren’t afraid to sell weakness and that buyers are pulling bids.According to data from the U.S. Energy Information Administration, weekly U.S. crude oil inventories surprisingly…

Martin tiller