U.S. February West Texas Intermediate crude oil futures surged early on Thursday. The rally was fueled by tight U.S. supplies including crude, heating oil, and…
1. Energy Stocks Outperform Stocks Market, Again- For the second year in a row, energy stocks have outperformed the broader US market in 2022 and,…
U.S. West Texas Intermediate crude oil futures are trading lower late in the session on Thursday as traders fear the aggressive rate hiking campaigns by…
Price Cap Politics There is a notion making the rounds among Middle Eastern analysts that the region is uneasy about the G7 price cap because…
Looking back on 2022 in energy, there is one phrase that I, and I’m sure many of you as energy investors, find comes to mind…
Markets aren’t really buying into Putin’s vague nuclear threats. Putin’s most recent announcement that Moscow may add “preventive nuclear strikes” to its military doctrine likewise…
As I have said here many times before, institutional traders are like sports talk radio host in that they consistently overreact to every bit of…
The transformation of Russian war propaganda indicates that this is no longer about winning in Ukraine, which is–it would seem–no longer a viable goal. The…
U.S. benchmark February WTI crude oil futures closed lower for a fifth straight session on Thursday, solidifying a lower close for the week. The market…
1. Price of Drilling Continues to Edge Higher Despite Cheaper Raw Materials- According to IHS Markit, the average cost of developing upstream oil and gas…
Politics, Geopolitics & Conflict Libya has officially lifted force majeure on oil and gas exploration, hoping to lure international oil companies back to E&P activities.…
U.S. West Texas Intermediate crude oil futures are up late in the session on Thursday but off its intraday high. Prices have been supported throughout…
1. Oil Analysts Diverge Ahead of OPEC Meeting- OPEC+ will meet this Sunday to discuss its production targets for January 2023, amidst a widening discrepancy…
Politics, Geopolitics & Conflict The World Cup has managed to become the staging ground for geopolitical rivalries this year, with (most recently) Iran losing to…
One of the things that first attracted me to energy as a sector in which to both trade and invest is that it is an…
At home, Putin needs to be seen to be at war with the United States and NATO - not just Ukraine. This perspective backs the…
Turkey continues to be a key beneficiary of Russia’s war on Ukraine. It’s not just eyeing coveted status as a ‘European hub’ for Russian gas,…
With energy stocks having bucked the market trend this year, generally going up as the major indices have collapsed, finding bargains in the sector is…
Politics, Geopolitics & Conflict - A missile that hit Poland, near the border with Ukraine, killing two people this week has been walked back from…
In the latest edition of the Numbers Report, we will take a look at some of the most interesting figures put out this week in…