• 5 minutes Covid-19 logarithmic growth
  • 8 minutes Why Trump Is Right to Re-Open the Economy
  • 12 minutes Charts of COVID-19 Fatality Rate by Age and Sex
  • 14 minutes China Takes Axe To Alternative Energy Funding, Slashing Subsidies For Solar And Wind
  • 1 min Which producers will shut in first?
  • 20 mins The Most Annoying Person You Have Encountered During Lockdown
  • 2 hours Its going to be an oil bloodbath
  • 2 hours We are witnesses to the end of the petroleum age
  • 41 mins Breaking News - Strategic Strikes on Chinese Troll Farms
  • 2 hours As Saudi Arabia Boosts Oil Output, Some Tankers Have Nowhere to Go
  • 8 hours Death Match: Climate Change vs. Coronavirus
  • 13 hours How to Create a Pandemic
  • 52 mins Natural gas price to spike when USA is out of the market
  • 13 hours TRUMP pushing Hydroxychloroquine + Zpak therapy forward despite FDA conservative approach. As he reasons, "What have we got to lose ?"
  • 14 hours Where's the storage?
  • 17 hours KSA taking Missiles from ?
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

The Energy Market ‘Rapid Roundup’

A few words about this ‘Rapid Roundup” of energy names before I start reeling them off (or as many as I can reasonably do).

My request for stock names was answered with more than 100 emails from subscribers. I cannot tell you how heartening it is for me to receive such enthusiastic interest in my work – mostly when I check my emails and comments they are limited to trolling or taunting, an expected hazard but still no fun. The quantity and quality of your responses gave me great pleasure and I thank you. I cannot mention your names in this column, but please know I greatly appreciate each one of your requests.

First the macro situation: Energy continues to see a rally from ridiculously low numbers, but despite some drops in US (and OPEC!) production, there are still stockpile gluts everywhere which should limit the upside, at least for now. If you haven’t begun accumulating long-term names, any down-day in oil would provide a chance to start – if you’re trading, however, I think that gains accumulated when oil was in the 20’s should be taken. Now, let’s get to some names:

Let’s start by trying to bite off two big subsectors in one go:

1- Pipelines: I’ve made clear that the dropping production inside the U.S., combined with ‘lower for longer’ oil and gas prices make the growth potential in the mid-term for pipelines difficult, and therefore their distributions suspect. I put faith…




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