• 4 minutes Oil Price Editorial: Beware Of Saudi Oil Tanker Sabotage Stories
  • 6 minutes UAE says four vessels subjected to 'sabotage' near Fujairah port
  • 13 minutes Mueller Report Brings Into Focus Obama's Attempted Coup Against Trump
  • 15 minutes Magic of Shale: EXPORTS!! Crude Exporters Navigate Gulf Coast Terminal Constraints
  • 3 hours Trump bogged down in Mideast quagmire. US spent $Trillions, lost Thousands of lives, and lost goodwill. FOR WHAT? US interests ? WHAT INTEREST ? . . . . China greatest threat next 50 years.
  • 10 hours Why is Strait of Hormuz the World's Most Important Oil Artery
  • 13 hours Wonders of Shale- Gas,bringing investments and jobs to the US
  • 9 mins Solar Cheaper than Coal
  • 12 mins CLIMATE PANIC! ELEVENTY!!! "250,000 people die a year due to the climate crisis"
  • 2 hours Rural and Conservative: Polish Towns Go 'LGBT free' Ahead Of Bitter European Election Campaign
  • 9 hours California's Oil Industry Collapses Despite Shale Boom
  • 5 hours Misunderstanding between USA and Iran the cause of current stand off, I call BS
  • 7 hours North Dakota oil output totals 1.39 million b/d in March, up 4% on month: state
  • 2 hours Global Warming Making The Rich Richer
  • 13 hours Knock-Knock: Aircraft Carrier Seen As Barometer Of Tensions With Iran
  • 13 hours "We cannot be relying on fossil fuels to burn as an energy source at all in our country" - Canadian NDP Political Leader
  • 6 hours Compensation For A Trade War: Argentina’s Financial Crisis Creates An Opportunity For China
  • 9 mins Crude oil?
Dan Dicker

Dan Dicker

Dan Dicker is a 25 year veteran of the New York Mercantile Exchange where he traded crude oil, natural gas, unleaded gasoline and heating oil…

More Info

An Energy Investor Roadmap For The Future

Rig

I’ve been writing for O&E insider for nearly 6 years now. For this last column, I think the best thing would be to try to give a roadmap to you as an investor for the future without me, or as near as I can see it.

First, our investment thesis: I believe that the current 4 -year dip in energy prices is not a systemic change in the oil economy, but another cycle of the many I’ve seen in my career in the dynamic shifting of global oil supply, demand and price. In the six years that I’ve been writing here and documenting this latest bust cycle, I’ve perhaps missed somewhat on the timing of the recovery, but not on the inevitability of it.

Now we have global oil prices again touching $80 a barrel (ignoring the differentials here in the U.S. for the moment), with the major predictors of supply and demand showing an acceleration towards prices again going well above the three-digit mark – perhaps as early as the 2nd quarter of 2019.

What could derail that? Obviously, a global recession, of which there are some likely signs showing themselves right now. We must be vigilant in keeping track of those, of course. But more pressing is the trade dispute between the U.S. and China, which has shown little motion towards a resolution. I don’t believe it will remain that way for long though. Already with Mexico, the Trump administration found some small concessions with which to claim victory and is well on its way to restoring a new…




Oilprice - The No. 1 Source for Oil & Energy News