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Global Energy Alert

The Coming Super Spike in Oil Prices

The Coming Super Spike in Oil Prices

Aug 21, 2014 at 19:22 | Dan Dicker

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 that call, as oil topped…

Why A Supposed Telecom Company Should Be In Your Energy Portfolio

Why A Supposed Telecom Company Should Be In Your Energy Portfolio

Aug 21, 2014 at 19:20 | Martin Tillier

I am, as regular readers may have gathered, somewhat of a contrarian by nature. I put that down to nearly twenty years in currency dealing rooms around the world, where…

Coal Exports from West Coast Running Out of Time

Coal Exports from West Coast Running Out of Time

Aug 21, 2014 at 19:18 | Editorial Dept

The U.S. is burning coal at a slower rate, due to cheap natural gas and environmental restrictions on air pollution. With utilities unable to justify weighty investments in pollution control…

Global Energy Advisory - 22nd August 2014

Global Energy Advisory - 22nd August 2014

Aug 21, 2014 at 19:16 | Editorial Dept

Regulatory AlertsA new tax law granting tax credits to oil companies appears to have survived a close referendum battle on Wednesday, with partial vote counts in showing that…

Summer Selloff in Energy Futures Markets Coming to an End?

Summer Selloff in Energy Futures Markets Coming to an End?

Aug 21, 2014 at 19:13 | Jim Hyerczyk

The price action late this week in the three major futures energy markets: crude oil, gasoline and natural gas, suggests the summer sell-off may be nearing its end. Keep in…

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

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

Aug 14, 2014 at 19:42 | Dan Dicker

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 rally in the price of…

Playing The Coming Mexican Oil Boom

Playing The Coming Mexican Oil Boom

Aug 14, 2014 at 19:36 | Martin Tillier

For more than seventy years the oil reserves of Mexico have been the exclusive property of the state run oil company Petroleos Mexicanos, or Pemex. That changed at the end…

Tanzania Seeks to Develop Natural Gas and LNG

Tanzania Seeks to Develop Natural Gas and LNG

Aug 14, 2014 at 19:31 | Editorial Dept

The U.S. hosted an unprecedented summit of 50 heads of African states in Washington, D.C. in early August. The event was meant to highlight the enormous investment opportunity that the…

Global Energy Advisory - 15th August 2014

Global Energy Advisory - 15th August 2014

Aug 14, 2014 at 19:29 | Editorial Dept

Geopolitical, Political & Conflict Updates•    High-level industry sources in Ukraine inform us that talk of extending the new gas tax beyond the end of the year is gaining…

More Bad News for The Crude Oil Market

More Bad News for The Crude Oil Market

Aug 14, 2014 at 19:22 | Jim Hyerczyk

Last week, the U.S. Energy Information Administration (EIA) weekly petroleum status report delivered more bad news to the crude oil market, but the EiA’s long-term outlook most likely set the…

Is it Time to Buy the Offshore Drillers?

Is it Time to Buy the Offshore Drillers?

Aug 07, 2014 at 20:45 | Dan Dicker

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 about offshore and particularly the…

Time To Go Long WTI, If Only By Proxy

Time To Go Long WTI, If Only By Proxy

Aug 07, 2014 at 20:44 | Martin Tillier

It is no secret that, since I first started contributing here, I have been somewhat bearish on the price of oil, or more specifically on West Texas Intermediate (WTI). That…

Oil Majors Face Long-Term Challenges

Oil Majors Face Long-Term Challenges

Aug 07, 2014 at 20:39 | Editorial Dept

It is quarterly earnings season and the latest figures are in. The world’s major oil companies posted mixed results. Some were good, some were bad, some showed signs of short-term…

Global Energy Advisory - Ukraine Commits Financial Suicide

Global Energy Advisory - Ukraine Commits Financial Suicide

Aug 07, 2014 at 20:37 | Editorial Dept

Regulatory/Management AlertsDuring the first week of August, the Ukrainian government has moved to double tax for private gas producers, signaling the first move by key Ukrainian political-business elite…

A Shift in Sentiment for October Gasoline Futures?

A Shift in Sentiment for October Gasoline Futures?

Aug 07, 2014 at 20:33 | Jim Hyerczyk

Gasoline Futures OutlookThis week’s technical chart pattern and a slight change in the fundamentals may be indications of an impending shift in sentiment for October Gasoline futures. At…

Time to Batten Down the hatches

Time to Batten Down the hatches

Aug 01, 2014 at 15:58 | Dan Dicker

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 has come.  Oil will show…

Broadwind Energy Drops On Great Earnings, So Buy It

Broadwind Energy Drops On Great Earnings, So Buy It

Aug 01, 2014 at 15:56 | Martin Tillier

Okay, I’ll admit it, I’m stumped. Broadwind Energy (BWEN) has been on my radar for a while, so I was interested to see what Thursday mornings Q2 earnings report brought.…

British Government Seeks Shale Investment

British Government Seeks Shale Investment

Aug 01, 2014 at 15:47 | Editorial Dept

The British government unveiled a new plan on July 28 to jump start the fledgling shale gas industry. The government will accept bids from oil and gas firms after putting…

Global Energy Advisory 1st August

Global Energy Advisory 1st August

Aug 01, 2014 at 15:41 | Editorial Dept

Regulatory AlertsA court in the Netherlands has ordered Russia to pay more than $50 billion in damages to the former shareholders of the now-defunct Yukos oil corporation, which…

Oil & Gasoline Market Summaries – 1st August 2014

Oil & Gasoline Market Summaries – 1st August 2014

Aug 01, 2014 at 15:37 | Jim Hyerczyk

Gasoline FuturesNearby Gasoline futures continued their sell-off this week. The market is now trading below 2.8261, or less than 62% of its 2014 range. The catalyst behind the…

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