Dan Dicker

Latest articles from Dan

• Oil Price Recovery Will Be Slow, Steady And Painful

  Published 24 October 2014 | viewed 10,933 times

  I’ve been trading oil and learning about oil companies for 30 years, and one thing I can tell you is that the common wisdom about…

• How Cool Heads Can Prevail In This Panic

  Published 17 October 2014 | viewed 4,723 times

  The oil market’s in freefall, the stock market is in freefall.  You’re taking losses, big losses, in stocks that you bought – not at the…

• Oil Panic Favors The Bold

  Published 10 October 2014 | viewed 6,994 times

  There’s panic in the air. You can feel it.  The market for oil has been dropping daily, now trading under $85 – under $90 for…

• Weather The Oil Storm For Real Rewards

  Published 03 October 2014 | viewed 7,388 times

  It’s just perfect, that I would appear on CNBC’s halftime report for the first time in a year and a half predicting much higher oil…

• Weather Forecast Looks Bright For LNG But I’m Skeptical

  Published 26 September 2014 | viewed 4,276 times

  For a lifetime trader of fossil fuels, it’s been like living in the dark.  I’ve never seen a better market to be long crude oil,…

• Three Trends Energy Investors Should be Following

  Published 18 September 2014 | viewed 4,777 times

  I don’t spend much time finding very short-term trades, as regular readers know.  Staring at my screens and trying to find a great long-term trade…

• This is the Oil Trade You Should be Making

  Published 11 September 2014 | viewed 4,941 times

  Here it is, in one monumental and telling graph – the point on energy you must remember:Yes, there is demand drop in the US, Europe…

• Sending the Wrong Message to the Corporate World

  Published 04 September 2014 | viewed 3,986 times

  BP today was found grossly negligent in its connection with the 2010 deepwater horizon disaster.  It is a most surprising result and will continue to…

• This Large Cap Explorer is Looking Very Attractive

  Published 28 August 2014 | viewed 3,805 times

  In a recent column, I proposed a ‘super spike’ in oil prices – implying a super opportunity continued to exist in the exploration and production…

• The Coming Super Spike in Oil Prices

  Published 21 August 2014 | viewed 6,578 times

  In 2005, Goldman Sachs oil analyst Arjun Murti wrote of an oil “super spike”, with prices reaching $200 a barrel.  Murti was amazingly prophetic with…

• Why Oil Prices That “Should” Be Going Higher Are Going Lower

  Published 14 August 2014 | viewed 8,096 times

  The world has changed.  Even two years ago, with a war going on by proxy between Russia and Ukraine, we'd have seen a ten dollar…

• Is it Time to Buy the Offshore Drillers?

  Published 07 August 2014 | viewed 4,589 times

  A strong earnings report from Transocean (RIG) has everyone understandably wondering:  Is it finally time to buy the offshore drillers?  I have been exceedingly cautious…

• Time to Batten Down the hatches

  Published 01 August 2014 | viewed 5,057 times

  The CORRECTION:  We’ve all awaited it and I’ve been loath to call it, but too many factors have rolled in at once and its time…

• Geopolitics and the Changing Oil Market

  Published 25 July 2014 | viewed 5,250 times

  In the oil markets today there’s a lot to talk about, almost too much.  I have never seen such a disarray of geopolitical influences on…

• Another Stupid US Energy Policy Decision

  Published 27 June 2014 | viewed 4,496 times

  The recent ruling by the Commerce Department, allowing Pioneer Natural Resources (PXD) and Enterprise Product Partners (EPD) to export light ‘condensates’ puts an effective end…

• Higher Oil Prices Are On The Way

  Published 20 June 2014 | viewed 4,687 times

  For the last week, I had viewed the relative complacency of the oil markets to the latest struggles for control of Iraq as the correct…

• The Fall of Mosul & Stock Update

  Published 13 June 2014 | viewed 4,037 times

  Two very big stories this week require that I address both briefly.  First, Iraq.While it is incredibly disheartening to see Mosul fall so quickly to…

• An Obvious Play in Canada’s Torquay region

  Published 06 June 2014 | viewed 4,314 times

  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…

• Why You Have to be Long the Domestic E+P’s.

  Published 30 May 2014 | viewed 5,074 times

  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…

• How to Profit from the Coming Euro Gas Shortage

  Published 23 May 2014 | viewed 4,477 times

  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…