Citigroup Says 42% of Clients Have No Energy Transition Plan
“No Putin, then no Russia today.”First deputy Chief of the Kremlin administration, Vyacheslav Volodin, at the 2014 meeting of the Valdai Club. As the above quote…
Oil prices crashed because of too much supply, but will rebound as production shrinks and demand rises. But what if long-term demand for oil ends up being sharply lower than…
As oil prices have fallen, the stocks of many MLP pipeline companies have fallen in sympathy despite the fact that transportation costs are, at most, indirectly linked to oil…
In my last article I outlined the case that the fall in commodities is a result of Fed policy more so than fundamentals. The fall in oil began, almost…
Lithium Lights Up the Desert The Price of Li in Vegas Alright, so it’s Reno, not Las Vegas, but the important thing…
It's earnings time again in the energy world, a time I normally ignore as a 'known known' of financial information and corporate self-promotion. But this quarter,…
For most people, the fall of crude oil since the middle of last year has been the dominant story in commodities recently. You still hear much…
The collapse in oil prices is draining oil-exporting countries of revenue. With substantially lower oil revenues, many of the world’s sovereign wealth funds are dropping in…
• Iraq has surpassed Saudi Arabia as the world’s top crude exporter to India for the third time this year. This is based on Reuters tanker…
The 6.3% rise in December Crude Oil on October 29 serves as a great example of just how starved the energy complex is for just a…
Third quarter earnings capture some of the worst losses recorded since the downturn in oil prices began last year. Oil prices have displayed great volatility over the last twelve months,…
Investment opportunities are created by solving people's problems. And a major energy development this week could solve one of the biggest issues going in the commodities sector.That's happening…
On the 70th birthday of the Fonz (aka Henry Winkler), commodities are trying to stay cool amid a bearish barrage of news.We have had Q3 earnings from Exxon…
Buy high, sell low. The definition of stupid.That’s what Congress is considering as it eyes selling oil from the U.S. Strategic Petroleum Reserve (SPR) to pay for certain…
As Canada’s upstream petroleum industry struggles to deal with low commodity prices, more and more attention is being paid to the relationship between exploration and production companies (E&P) and their…
After a dismal quarter for oil prices, the oil majors are starting to report their earnings – and they don’t look good.Royal Dutch Shell is the latest to…
It’s been a long and tough year so far for oil and gas producers.While cheap oil has been a boon for American consumers and some businesses, it has…
In a cautious and prudent display of corporate strategy, Anadarko’s CEO announced that his company would not seek to expand its holdings unless and until it becomes profitable to…
Three hundred and ninety-seven years after Sir Walter Raleigh was beheaded, and crude prices are getting the chop once more. After yesterday’s Federal Reserve FOMC rhetoric brings a December rate…
Very interesting story unfolding this week in the U.S. energy sector; showing several twists emerging amongst the players in this space, old and new.The Wall Street Journal broke…