Uncertainty is dominating oil markets…
Crude remains stuck between strong…
The spread between premium and…
Bottom Line: Our attempts at offering probability scenarios for an end game in Syria are crippled by the intensified meddling of a growing number of private actors who have formed…
The issue of Burmese billionaire Tay Zaw’s financial contributions to Myanmar’s military regime that we alerted you to earlier is now becoming public due in part to the leak of…
Note: Following on from last week’s Inside Investor report with Dan Dicker where he mentioned CVR Refining (up over 10% since last Friday.) We decided to spend some time looking…
Aubrey McClendon is gone – or at least he’s on his way out from Chesapeake energy (CHK). But the destruction of the natural gas market, where he was the ringleader…
In April, Egypt will hold crucial parliamentary elections. Preparations for this are being undertaken against an extremely volatile backdrop of violent protests, a state of emergency in three key provinces,…
After reaching a high at $98.24, March Crude Oil futures sold-off slightly and consolidated as long traders took a breather ahead of Friday’s U.S. Non-Farm Payrolls report. Despite strong speculative…
Situation: Qatar continues to funnel weapons and facilitate other assistance to Syrian rebels and Salafi jihadists fighting the Assad regime in Syria.Bottom Line: Determining the outcome of the…
Incident: The tit-for-tat conflict over Iraq’s oil resources continues with Iraqi Kurds suggesting they are in talks with “two to three major international companies” to develop oil resources claimed by…
Incident: Russia makes moves to deepen its energy cooperation with Venezuela, with Rosneft announcing a planned $10 billion investment in offshore oil and natural projects and the creation of a…
Incident: Azerbaijan is experiencing an unusual amount of unrest as protesters take a stance against corruption and challenge the authority of Azerbaijani strongman Ilham Aliyev, who has responded with a…
The one party that continues to roll on in the midst of a very quiet energy sector remains refining. But you must be particularly careful where you go here, as…
Forget the “frontier” basins of North Africa for now, and the energy sector uncertainty in the Levant, which has been taken over by the Muslim Brotherhood, here’s a massive opportunity…
Energy interests sector-wide should be prepared for the coming security nightmare that is the Sahel. At a time when even the juniors have become unaccountably brave in frontier regions, the…
An improving global economy and stronger demand for higher risk assets helped drive crude oil futures higher this week. Although the market looked sluggish at times due to technically overbought…
Incident: On 22 January, 17 people were killed and dozens wounded in a series of attacks in and around Baghdad and in Northern Iraq. Explosions targeted a military checkpoint in…
Incident: Religious violence between Christians and Muslims in Egypt erupts to a dangerous level. In the city of Luxor, in highly Christian-populated Qena province, Muslim protesters attacked Christian-run shops and…
Incident: Parliamentary elections on 23 January were billed as King Abdullah’s reform remedy for stemming the tide of rebellion. The opposition Muslim Brotherhood boycotted the polls because the King’s reform…
Incident: British Prime Minister David Cameron is dangling a big choice before the country’s voters should his party win the next election: whether or not to quit the European Union. …
The Mediterranean has joined the shale game, but as most of Europe’s Mediterranean countries drag their feet, all eyes are on Israel, Turkey, and Algeria. For Israel, it…
What Traders of Commodity Stocks Need to Know About Tio Tinto’s WritedownThe breaking report from Rio Tinto and their unexpected $14 billion write down tells two stories and…