Sometimes geography just works. That’s certainly the case in North American natural gas markets today. To the north you have America—a new natural gas superpower. So…
The importance of security in Algeria should not be underestimated. This is a country that plays an extremely crucial role in the global oil and gas market, with some 160…
December crude oil futures rose this week, driven higher by oversold technical conditions, uncertainty over the Fed’s timing of its plans to taper monetary stimulus and a smaller-than expected rise…
Bottom Line: The European Union appears to be punishing Argentina over the expropriation of Repsol YPF with higher duties on Argentine bio-diesel that will cost the industry dearly.Analysis:…
Bottom Line: Benghazi is heading toward a conflict climax, while myriad clashes in Tripoli are of a less cohesive nature, they are still indicative of the government’s inability to handle…
Bottom Line: China’s optimism as it enters final talks to acquire Petrobras’ assets in Peru is not shared yet with other potential foreign investors as the country fails to make…
Bottom Line: We are back to the drawing board in Mali, and oil exploration in the north should be dismissed out of hand.Analysis: Two French journalists were kidnapped…
You probably haven’t heard about it—but there’s a potential bull market brewing in propane. At the risk of sounding like Hank Hill—the market for this natural gas liquid…
The refiners have been a very ‘feast or famine’ trade group that I have been wary of playing. But with widening Brent-WTI spreads, along with the collapses of other benchmarks…
We want to take another look at what’s going on in Lebanon--in terms of the spillover of the conflict in Syria, the meddling of external actors, and the internal political…
A slew of weak economic data last week and a stronger U.S. Dollar helped pressure December crude oil futures the week-ending November 1. Traders read the economic data as a…
Bottom Line: The French have relaunched offensives in Mali marking the end of a brief patch of peace following elections and the premature issuing of new oil exploration licenses in…
Bottom Line: Syrian regime leader Bashir al-Assad has a tougher grip on power than he has since the start of the conflict, but it is far from over, and clashes…
Bottom Line: Kurdistan’s leverage over the central Iraqi authorities in Baghdad gets a major boost with the much-anticipated completion of a pipeline directly to Turkey.Analysis: Kurdistan’s leverage over…
Bottom Line: Pressure on the pace of national dialogue talks for a new caretaker government in Tunisia, for the resignation of the Ennahda-led government will reach a climax with a…
Some of the world’s most savvy energy investors have converged in a strange place the last few months. A place I call “the secret coast”, because little is known about…
Oil has been headed down, or at least our domestic benchmark has shown continuing weakness over the last five days. Our investment philosophy has been to concentrate on the domestic…
After several weeks of consolidation, December crude oil futures broke sharply, reflecting the perception that a slowing economy will lead to a drop in demand for oil. The…
Bottom line: Opposition to the economic policies of President Cristina Fernández Kirchner will translate into votes for anti-kirchneristas, and may contribute to a quicker pace of investment going into 2014.
Bottom Line: As Kurdistan Region of Iraq (KRI) works towards oil and gas independence from the central Iraqi authorities in Baghdad, the next idea being floated is the creation of…