As an Englishman living in the US, I am feeling very important at the moment. Every American I know is asking my opinion on the World Cup. Why they think…
Another week, another geopolitical flashpoint affecting global oil markets. This week saw the takeover of Mosul, Iraq’s second largest city, by an insurgent Sunni group bent on erasing the borders…
Geopolitical DevelopmentsThe Bulgarian government has announced it will suspend work on Russia’s South Stream pipeline amid strong opposition from the EU and the US and the looming threat…
Last week’s article dealt with finding a good entry price for highly rated oil company stocks that appeared to be overpriced. The strategy was to identify a range then determine…
It has been the continued strength of the crude oil market, through the very bearish (and wrong) predictions of most of the major wirehouse analysts that has informed most of…
Last week, with reference to solar power, I outlined the basic reasons to invest in those that supply an industry rather than specific individual companies. The logic is obvious. Investing…
The big news of the week was the U.S. Environmental Protection Agency’s proposed rule to limit greenhouse gases from existing power plants, a move that is intended to reduce carbon…
Oil and Gas FlashpointsSince fighting broke out in South Sudan in December 2013, oil production has fallen by at least one-third, with officials now giving us a closer…
If you’re working a value-focused oil stock portfolio, it may be easy to find several services that offer a fundamental view of this type of stock. When looking at the…
The big head fake in energy, the one that has somewhat confused me has been how the fantastic quarterly results from the independent E+P’s has affected the domestic price of…
Last week, for the first time since I started writing here, I wrote a positive piece about solar energy. I picked two companies, First Solar (FSLR) and Canadian Solar (CSIQ)…
The L.A. Times spilled the beans last week that the Energy Information Administration is set to severely downgrade the Monterey Shale in California in an upcoming report. Once thought to…
Discovery/Development• The US federal government’s Energy Information Administration estimates that the amount of oil potentially recoverable from California’s Monterey Shale using existing fracking technology is much less than…
July Crude Oil futures finished the week lower in lackluster fashion. Despite closing on its high the previous week which should have been a lay-up for a higher opening and…
The impact of the massive natural gas deal between Gazprom and the Chinese this week will be felt for years. It has absolutely shocked me how little press has been…
Until now, I have said very little about alternative energy stocks. Let me make it clear; it’s not that I don’t believe in the desirability or potential of renewable energy…
Australia is in the midst of a massive construction wave for new liquefied natural gas (LNG) capacity, seeking to profit off of sky-high demand in Asia for the fuel. Already…
Regulatory AlertsGabon & Offshore Licenses: The Government of Gabon has abruptly withdrawn offshore license agreements awarded to Noble Energy, Cobalt International and Elenito. The three companies…
July Crude Oil futures finished the week sharply higher, driven by a government report which showed a large drop in crude stockpiles, surprising analysts who were looking for a small…
I might concentrate on energy, but that doesn’t mean I devote every waking hour to reading quarterlies of E+P companies and oil stockpile reports. Recently, I read a copy of…