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Premium Article Archive

  • 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,…

  • Buy This Stock For The Core, Not The Apple

    GT Advanced Technologies (GTAT) first came to most people’s attention in November of last year, when Apple (AAPL) signed a big contract to ensure long term supply of the company’s sapphire crystals. The assumption was that GTAT’s advanced sapphire materials would be used extensively in Apple’s mobile products before too long. The stock jumped and has continued to do well right up until last week. Then some analysts ran out of patience. The lack of news about Apple products with sapphire screens led to several downgrades. That, combined with a general pullback in momentum stocks, led to GTAT losing over20 percent…

  • Tighter Regulatory Environment to Hurt Bakken

    Various news outlets reported in early July that the United States has succeeded in becoming the world’s largest producer of oil. The combined total output of 11 million barrels per day – which includes other liquids besides crude oil, such as natural gas liquids – was enough to move past Russia and Saudi Arabia into the top spot.U.S. oil production is now at its highest level since 1972, and the Energy Information Administration projects growth will continue for at least the next several years.Much of the success for the dramatic growth in American oil production can be attributed to a…

  • Global Energy Advisory – 11th July 2014

    Regulatory AlertsThe US Federal Energy Regulatory Commission (FERC) has approved a second natural-gas export terminal in Louisiana, authorizing Cameron LNG LLC, a unit of San Diego-based Sempra Energy, to operate and construct an LNG export facility in Hackberry. The project has passed its environmental assessment, the last regulatory hurdle for Cameron. The $10-billion project will begin construction later this year and will export up to 1.7 billion cubic feet of natural gas a day by 2019.North Dakota’s Industrial Commission, with regulates the oil and gas industry, has endorsed a policy setting goals for reducing flaring in incremental steps through 2020…

  • Extended Reach Drilling – The Offshore of Tomorrow

    While there is some disagreement as to its prospects, some say that offshore drilling looks to be one of the biggest growth markets in the energy industry. In an effort to find more viable deposits, producers are turning to ultra-deep-water projects for new supplies. Goldman Sachs predicts that the offshore drilling industry will grow 40 percent annually through 2016. Some of the most promising advancements in offshore drilling have come from extended-reach horizontal drilling. While more difficult than traditional vertical drilling, recent technological advancements have helped improve horizontal drilling’s accuracy and helped lower its cost.Extended reach drilling, or ERD, of…

  • Natural Gas: The Big Sell Off

    This week, August Natural Gas futures posted its biggest one day drop since mid-February. The sell-off basically erased all of 2014 gains. Bearish speculators sold heavily on the notion that the uneven U.S. heat pattern this summer will weigh on demand for the power-plant fuel.Although the weather has a short-term fundamental influence on the market, the recent price action clearly suggests that natural gas is in the hands of some strong short-sellers. This is because the market is taking a hit from both the demand and supply side of the equation.The short-term demand outlook looks bearish for the rest of…