Sudan's civil war has been…
Tesla stock has plummeted in…
Venezuela is preparing for the…
Bottom line: Transport costs are a sieve winnowing away Pdvsa’s profits and a recent investigation appears to show that at least three ships commissioned and inaugurated in public ceremonies by…
Bottom line: China likely to stake a claim off Brazil’s coast through Libra pre-salt auction, but at a potentially high environmental cost for Brazil.Analysis: Given the small field…
Bottom Line: The recent detention of Greenpeace activists in the Arctic display Russian fears of losing absolute control over Arctic waters and specifically over the Northern Sea Route that makes…
Bottom Line: Watch now as the original Syrian rebels float back to Assad, who becomes the “savior” of Syria and the only force capable of dealing with the radical, al-Qaeda-linked…
I talked a little last week about the “recycle ratio”. This is a tool every oil and gas investor needs to understand. Without exaggeration, if you used only…
The energy sector has begun to outperform the rest of the market and that trend seems to me to be just beginning. Therefore, it's important to start honing down your…
Until Sunday, 29 September, Kurdistan (Northern Iraq) has not seen an attack of the kind that plagues the rest of Iraq on a daily basis since 2007.
The partial shutdown of the U.S. government this week helped drive crude oil prices lower as investors assessed the possible negative impact of this ordeal on the U.S. economy. Expectations…
Bottom Line: Under constant threat of terrorist attacks in the security nightmare of Niger, French nuclear group Areva will now face an audit of its uranium mines as the Nigerien…
Bottom Line: As we have mentioned previously, the 14 June election in Iran has markedly changed the political landscape and increased the chances for economic liberalization and growth, and there…
Bottom Line: Tunisia’s ruling Ennahda party has agreed to hand over power to an independent transitional technocratic leadership after three weeks of talks with the secular opposition, in a crisis-breaking…
Bottom Line: A new discovery for Petrobras offshore in the northeast of Brazil is good news in theory, but bad news in terms of investment for development that the state-run…
I’m a big fan of royalty companies. And I want to tell you about a new firm I’ve found, that’s using this time-tested model for stable profits—run by some very…
I've recently found very little to like in the oil services sector, but a move this week has me looking very seriously at starting a position in National Oilwell Varco…
Turkish Prime Minister Recep Erdogan has decided to take on the biggest family in the country in the form of Koc Holding. The markets don’t like it all, and the…
Speculators continued to dump crude oil last week. The last of the longs finally realized that an attack on Syria by the U.S. was not going to happen. This shifted…
Bottom Line: The UK is close to making a thaw between Iran and the West a tangible reality by considering allowing BP to resume work with Iran, and Europe is…
Bottom Line: Denmark-based Maersk Group’s APM Terminals owns more than 25% of Global Ports Investments (GPI), with Russian partners, and GPI is hoping to acquire the National Container Company (NCC),…
Bottom Line: Somalia-based al-Shabaab radical Islamist group has claimed responsibility for the 21 September attack on Nairobi’s Westgate mall. This indicates a further weakening of the group in Somalia and…
Bottom Line: Europeans are lining up for Azeri gas futures from Shah Deniz, playing to Baku’s tune of multiple customers. Analysis:…