Global Energy Alert

May 08, 2015 at 16:31 | Dan Dicker

This Einhorn thing has me a bit spooked, no doubt about it. At the Sohn conference, the master of the Greenlight hedge fund trashed the business…

May 08, 2015 at 16:28 | Martin Tillier

Regular readers will be aware that I am not one for overly complex technical analysis. Sometimes, however, all markets do trade based on technicals. When an obvious and well followed…

May 08, 2015 at 16:23 | Editorial Dept

IntroductionAs summer approaches, Arctic sea ice will start to melt away. That will open up the region for oil and gas exploration. In American waters, Royal Dutch Shell…

May 08, 2015 at 16:13 | Editorial Dept

Africa/Middle East Oil & Gas UpdateKurdistanThe Kurdistan Regional Government (KRG) in northern Iraq is upping the ante with Baghdad over the long-running oil question. Now Erbil…

May 08, 2015 at 16:08 | Jim Hyerczyk

June Crude Oil futures rallied earlier this week, taking out the psychological $60.00 level in the process. The rally was triggered by a price hike by Saudi Arabia, a protest…

Apr 30, 2015 at 18:06 | Dan Dicker

This is getting frustrating. Oil stocks are acting like there’s a bull market in force, or soon to be in force – yet oil is still…

Apr 30, 2015 at 18:04 | Martin Tillier

Investors are generally better off paying little attention to weekly oil inventory and production figures. They can cause an immediate reaction in the oil markets, but…

Apr 30, 2015 at 17:48 | Editorial Dept

IntroductionThere has been a lot of ink spilled on the energy relationship between Russia and Europe. Russia is, after all, Europe’s top supplier of…

Apr 30, 2015 at 17:38 | Editorial Dept

GeopoliticsRussian Oil and Gas: The Squeeze Is On—Sort ofEuropean Union regulators have formally charged Gazprom with abusing its dominant market position in…

Apr 30, 2015 at 17:34 | Jim Hyerczyk

Crude Oil OutlookJune Crude Oil futures remained firm last week as the market flirted with the psychological $60.00 price level.…

Apr 24, 2015 at 16:13 | Dan Dicker

Nothing in the past two weeks has changed my outlook on oil and oil stocks in that I believe this 'bust' cycle which started in August of 2014 still has…

Apr 24, 2015 at 16:05 | Martin Tillier

When the price of oil was in freefall it understandably captured a lot of attention. The same fate befalling natural gas, however, was of less interest to most media outlets.…

Apr 24, 2015 at 16:01 | Editorial Dept

Introduction The tentative framework deal reached between Iran and the P5+1 nations over its nuclear program has raised the prospects of a broader thaw…

Apr 24, 2015 at 15:52 | Editorial Dept

  Deals, Mergers & Acquisitions • With the flurry of speculation surrounding Shell’s designs on BP Plc, BP’s chief executive, Bod Dudley, is trying to head off rumors. Dudley has…

Apr 24, 2015 at 15:40 | Jim Hyerczyk

June Crude Oil futures posted an inside move last week. This reflected trader indecision or that traders are waiting for fresh information. There was very little…

Apr 17, 2015 at 15:12 | Dan Dicker

 I love it when the trolls come out of hiding, as they have this last week, specifically to rag me for ‘missing’ the last rally in energy stocks. Trolls have…

Apr 17, 2015 at 15:09 | Martin Tillier

Last week, as earnings season began, I suggested a few plays that, at the time looked a little risky. I mentioned four stocks as possibilities, Halcyon…

Apr 17, 2015 at 15:02 | Editorial Dept

IntroductionArgentina has started to make a name for itself in the oil and gas world due to the vast reserves located in the…

Apr 17, 2015 at 14:45 | Editorial Dept

The Geopolitics of Oil The Iran-Pakistan Pipeline The Iran-Pakistan pipeline, which has been languishing on the Pakistani side, looks set to get a boost from China,…

Apr 17, 2015 at 14:38 | Jim Hyerczyk

A drop in U.S. crude oil production helped drive futures prices higher this week. There is even evidence of renewed hedging in the deferred futures contracts…