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…
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%.…
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…
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…
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…
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 Introduction In 2013, the continent of Africa produced 9.3 million barrels per day (bpd), or about 10% of global…
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…
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…
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…
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…
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…
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…
Natural Gas Outlook A two-week short-covering rally triggered a surge in March 2015 Natural Gas futures, but a change in the fundamentals…
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…
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…
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,…
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),…
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 LosersThis column starts my series on $80 oil and US shale winners and losers. My working thesis is that although oil’s drop…