While the nature of Cheniere’s…
Europe looks set to avoid…
Going short oil via an…
Bottom Line: The EU is hoping to get as many countries on board to transit natural gas to Ukraine, and while Hungary and Poland are already involved, the next in…
Bottom Line: The Islamist-led Ennahda government in Tunisia survived the first assassination of a political opposition leader in February, the 25 July assassination of a second opposition figure - Mohamed…
Opportunities in energy investing have really never been so focused. With the grand arbitrage in Brent/WTI spreads largely gone, refiners haven’t been so great and need to moderate some before…
Petrobras is the largest deep-water operator in the world, with 22%+ of its activity in the deep. Petrobras is the first company in the world to find and produce gas…
Forget about Big Oil this year and focus your attention on those smaller US-shale-focused players because they have begun to outperform the big boys and we expect much better returns…
September crude oil futures traded sharply lower last week as long liquidation continued following the previous week’s closing price reversal top on the daily chart. The August 8 break took…
Bottom Line: The retaking of rebel-central Homs last week by the Syrian regime marks a turning point in the conflict, while a secondary battle between the Kurds and radical Sunni…
Bottom Line: Belarus reinstates an investor-unfriendly rule in order to subdue Russian power in its business. Analysis: In 2008, the Belarusian government revoked its “golden share” rule that…
Bottom Line: Now that Nabucco is out of the picture and the Trans-Adriatic Pipeline (TAP) has been given the green light for Azeri gas supplies, the TAP consortium is being…
Bottom Line: Jailbreaks of al-Qaida suspects in nine countries and chatter among al-Qaida affiliates of a possible attack on Western interests in the Middle East and Africa have prompted the…
There’s been a recent mania in energy to spin off assets as master limited partnerships. You’ve seen it in practically every refinery, but other E+P energy companies have also repackaged…
How do you overcome chronic power shortages in developing countries or in remote areas? “Power ships” and floating nuclear platforms.First, we’ve got a massive new Turkish-owned vessel docked…
Zambia has no proven oil reserves as of yet, but we’re looking here because there is massive exploration interest with the potential tie-in to hot Angola and geological similarities with…
A combination of events helped drive September crude oil futures higher this week, setting up a potential resumption of the uptrend which came to a halt two-weeks ago. Supply issues…
Bottom Line: As Iraqi, Syrian and Iranian oil ministers meet in southern Iran to sign an MOU for the construction of the tri-country gas pipeline; a new picture emerges from…
Bottom Line: An oil agreement between Sudan and South Sudan is off track—again, and only Ethiopian mediation has managed to postpone for two weeks Sudan’s threat to shut down the…
Whither Egypt and its nearly 4.4 billion barrels of proven oil reserves and 77 trillion cubic feet of natural gas? Well, it’s never been a cakewalk, getting energy-starved Egypt’s development…
Only a decade ago, drones were the purview of the military, but today we are realizing the commercial potential of this technology and the numerous cost-cutting applications for the oil…
The United States is producing almost 7 million barrels of oil a day, more than it has in a decade and a half. We also now export refined gasoline, something…
Overbought conditions continued to pressure September crude oil futures last week. Prices seemed poised to finish the week sharply lower as speculators pared positions while booking profits after a spectacular…