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Premium Article Archive | Page 64

Cheniere Making Big Gambles With Other People’s Money

Nov 28, 2014 at 10:33

Popular wisdom has it that traders and modern investors alike are a short-sighted bunch. The focus is always on the next quarter’s earnings, the feeling is, which punishes companies with…

Frac-Sands Poised For Huge Growth Despite Low Oil Prices

Nov 28, 2014 at 10:31

The practice of hydraulic fracturing has rightly received a lot of the credit for allowing the U.S. to boost its oil production in recent years by as much as 60%.…

Global Energy Advisory – 28th November 2014

Nov 28, 2014 at 10:25

Politics, Geopolitics & Conflict Iraq/Kurdistan Islamic State (IS) fighters have failed to seize control of the Northern Iraqi giant oil field at Kirkuk, after a tense battle on Wednesday. The…

OPEC May Rue Latest Decision Over Long Term

Nov 28, 2014 at 10:22

As Dan Dicker is away this week, please find below a guest piece provided by our new Managing Editor Chris Dalby. In the final hours, as delegates were locked in…

Winners And Losers Of $80 Oil, Part IV

Nov 21, 2014 at 12:05

For the last few columns on winners and losers of $80 oil, I want to try and construct an investment strategy we can use for the duration of what I’m…

This Solar Company Keeps Reporting Losses But You May Want To Buy It Anyway

Nov 20, 2014 at 16:55

We all know that logically we should assess the value and prospects of any stock based on the profitability and prospects of the company. That is investing 101, but sometimes…

Mid-Sized Oil Companies Poised for Growth in West Africa

Nov 20, 2014 at 16:52

Mid-Sized Oil Companies Poised for Growth in West Africa Introduction In 2013, the continent of Africa produced 9.3 million barrels per day (bpd), or about 10% of global…

Global Energy Advisory – 21st November 2014

Nov 20, 2014 at 16:43

Politics, Geopolitics and Conflict Under fire from the Islamic State (IS), Baghdad has cut a deal with the Iraqi Kurds, ending a long-running and intensifying dispute over unilateral Kurdish oil…

Cold Unlikely To Linger But Low Oil Prices Might

Nov 20, 2014 at 16:36

Natural Gas Outlook The extremely cold weather which blanketed the U.S. made natural gas one hot market. At one time this week, all 48 of the lower states had at…

US Shale Winners And Losers – Part Three

Nov 14, 2014 at 11:40

I think that many people are misreading the purpose of this series on $80 oil winners and losers. Most are looking at the most superficial message; as I mention specific…

Halliburton Is Bullish On Their Future & You Should Be Too

Nov 14, 2014 at 11:39

If sensational headlines are to be believed, the recent drop in oil prices signals the end of the U.S. shale boom. The reality, however, is likely to be more about…

Natural Gas Vehicles See Steady Growth

Nov 14, 2014 at 11:10

While everyone is watching to see how low oil prices will affect U.S. shale drillers, natural gas production continues to rise. Each month, the U.S. posts new production highs (see…

Global Energy Advisory – 14th November 2014

Nov 14, 2014 at 11:02

Politics, Geopolitics and Conflict No Respite for Libyan Oil Last week, gunmen took control of Libya’s major El Sharara oilfield. The field was being guarded by…

Traders Brace For OPEC Update

Nov 14, 2014 at 10:53

Natural Gas Outlook A two-week short-covering rally triggered a surge in March 2015 Natural Gas futures, but a change in the fundamentals…

US Shale Winners And Losers – Part Two

Nov 07, 2014 at 11:03

In going over the 3rd quarter reports from the US E+P’s, the report from Continental Resources (CLR) was the most interesting to me. Harold Hamm, CEO of Continental, was virtually…

Why The U.S. Election Results May Have Less Effect Than You Think

Nov 07, 2014 at 11:01

There is an enormous sense of relief in the U.S. at the moment. Not necessarily because the Republican Party won the mid-term elections, but just because they are over and…

Subsea Production: The Next Big Trend In Offshore Drilling

Nov 07, 2014 at 10:58

The oil industry has steadily moved deeper and deeper offshore to tap oil reserves in harder to reach places. This trend is a function of depleting reserves of easy oil,…

Global Energy Advisory – 7th November 2014

Nov 07, 2014 at 10:50

Politics, Geopolitics & Conflict We are closely monitoring oil developments in Somaliland, which threaten to cause instability in northern Somalia. Somaliland’s separatist administration is proposing an Oil Protection Unit (OPU),…

Arctic Air And The Threat Of $70 Oil

Nov 07, 2014 at 10:45

Natural Gas Outlook Natural gas producers may have set a record for stockpile additions in the last week in October, but this didn’t sway traders who continued to push the…

US Shale Winners And Losers

Oct 31, 2014 at 10:39

US Shale Winners And LosersThis column starts my series on $80 oil and US shale winners and losers. My working thesis is that although oil’s drop…

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