In my book Shale Boom, Shale Bust, I isolated three places one could reasonably invest for the long term to bet on the (I believe)…
Mention the word “coal” to most investors without the word “short” attached in some way and they, understandable and usually rightly, run as fast as they…
Friday, March 25, 2016 In the latest edition of the Numbers Report, we’ll take a look at some of the most…
Politics, Geopolitics & Conflict • No need to worry about any big future push to get all of Libya’s oil back on pre-Gaddafi footing to worsen…
May Crude Oil futures broke sharply on Wednesday after the release of a bearish U.S. inventories report. The market was already under pressure ahead of the…
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…
If the last few weeks in the commodity markets have proved one thing it is that the strongest fundamental influence on pricing in those markets is…
Friday, March 18, 2016 In the latest edition of the Numbers Report, we’ll take a look at some of the most interesting…
Politics, Geopolitics & Conflict • Kurdish Peshmerga forces, Shi'ite militia’s and Iraq's army are reportedly preparing to launch a joint offensive against…
May Natural Gas While the world was watching the volatile price action in crude oil futures this week, May Natural Gas futures were quietly rising back…
I’ve been talking almost exclusively about oil in the past dozen columns I’ve written for you – but what about natural gas? Many people continue to…
In case it escaped your attention, Mario Draghi, the ECB President, announced a package of measures yesterday designed to stimulate the lagging Euro zone economies. To…
Friday, March 11, 2016 In the latest edition of the Numbers Report, we’ll take a look at some of the most interesting figures put out this week in the energy…
Politics, Geopolitics & Conflict • For the Iraqi Kurds, as we’ve stated numerous times over the past several years, an independence bid…
All eyes will be on Friday’s close this week in the May Crude Oil futures market because of the breaking news on Thursday regarding the anticipated…
There is, of course, a terrible tragedy in the death of Aubrey McClendon on Wednesday, but there also is something larger. Inside the life and business…
Over my time writing here I think I have established certain things. One of them is that I don’t have a lot of time for those…
Friday, March 4, 2016 In the latest edition of the Numbers Report, we’ll take a look at some of the most interesting figures put out this week in the energy…
Politics, Geopolitics & Conflict • Several situations have combined to see a reduction in Iraqi oil sales and exports for February, though…
April crude oil futures are poised to close higher for the week. It wasn’t an agreement to freeze production at January levels that drove the market…