Thermal coal was one of my big themes in 2013. And I believe 2014 will be the year when we see a significant break-out in…
Algeria is the largest and most powerful nation in the Sahara region, and the third-largest producer of natural gas in the world. Now officials at…
This week in Central Asia we are concerned about continued delays in production in Kazakhstan’s supergiant Kashagan; Gazprom’s solidification of control over the energy sector…
It’s not hard to pin down the biggest energy story of the past year.U.S. shale—and the massive surge in oil and gas production it has…
Last week we took you through an emerging crisis in Turkey that will set the investment terrain for 2014. This week, we feel the subject…
In this week’s Africa energy advisory we look at some key regulatory changes that will affect oil and gas exploration and production in emerging gas…
February crude oil futures continued the rally it began several weeks ago at $92.10. Based on the break from $106.22 to $92.10, the market has…
Arbitrage is one of the simplest ways to make big money. Take something worth little and move it to a place where it’s worth a…
Turkey has been the darling of foreign oil and gas investors who are looking to new frontiers that are less risky, from a security and…
Bottom Line: Mexico’s Senate on 11 December—after a 19-hour session—approved legislation to modernize the energy sector and open it up to private investment, though some…
This past month saw not one, but three first-ever happenings in crude oil markets. Oil is moving to places it never did before. With new…
Bottom Line: Rushing to get some massive infrastructure projects off the ground as oil discoveries move towards commercial production in Kenya, the Chinese launch a…
Bottom Line: The situation on the ground in the Central African Republic (CAR) has deteriorated to the extent that we can talk about another failed…
Thermal coal takes the prize today—as the commodity with the biggest disconnect between the bullish market reality and the incredibly bearish sentiment amongst investors.Producing stocks…
Earlier this year we let you in on a little known secret about an up-and-coming oil venue in an unlikely corner of the world—Bosnia and…
Bottom Line: The completion of Egypt’s constitution and a planned referendum in early January will determine the security situation for 2014, and tensions will be…
Bottom Line: There is a great amount of confusion as to the recent steps the Iraqi Kurds have taken with Turkey towards oil and gas…
U.S. oil men usually love their home turf. Especially today, with U.S. shale plays yielding some of the best production and reserves numbers on the…
On Sunday, 25 November, in Geneva, the US and Iran made what can only be described as a landmark move towards ending sanctions despite a…
Bottom Line: Energy reform in Mexico will probably happen in pieces, and more slowly than it first appeared, but it must happen.Analysis: A recent presentation…