Global Energy Alert

Nov 01, 2013 at 17:07 | Editorial Dept

Bottom Line: Pressure on the pace of national dialogue talks for a new caretaker government in Tunisia, for the resignation of the Ennahda-led government will reach a climax with a…

Oct 25, 2013 at 16:22 | Editorial Dept

Some of the world’s most savvy energy investors have converged in a strange place the last few months. A place I call “the secret coast”, because little is known about…

Oct 25, 2013 at 16:16 | Dan Dicker

Oil has been headed down, or at least our domestic benchmark has shown continuing weakness over the last five days.  Our investment philosophy has been to concentrate on the domestic…

Oct 25, 2013 at 16:08 | Jim Hyerczyk

After several weeks of consolidation, December crude oil futures broke sharply, reflecting the perception that a slowing economy will lead to a drop in demand for oil. The…

Oct 25, 2013 at 16:03 | Editorial Dept

Bottom line: Opposition to the economic policies of President Cristina Fernández Kirchner will translate into votes for anti-kirchneristas, and may contribute to a quicker pace of investment going into 2014.

Oct 25, 2013 at 16:02 | Editorial Dept

Bottom Line: As Kurdistan Region of Iraq (KRI) works towards oil and gas independence from the central Iraqi authorities in Baghdad, the next idea being floated is the creation of…

Oct 25, 2013 at 16:00 | Editorial Dept

Bottom Line: Investors should be on the alert over the increasing momentum of a militant insurgency that could threaten coal and gas investments in Mozambique.Analysis:  At a time…

Oct 25, 2013 at 15:58 | Editorial Dept

Bottom Line: Tribal clashes along the Kenya-Uganda border, in Kenya’s oil-rich Turkana region bode ill for pipeline plans as Kenya moves to get its new crude to market and to…

Oct 18, 2013 at 16:55 | Dan Dicker

Two energy ideas to touch upon today, now that the debt ceiling debacle is (at least for now) over:  Refiners and the back of the crude curve.Refiners have…

Oct 18, 2013 at 16:54 | Editorial Dept

Shale gas in western Canada is at the epicenter of the energy world this week. Excitement from energy investors over northern shale comes after Malaysian petro-major Petronas last week…

Oct 18, 2013 at 16:51 | Editorial Dept

Though Norway in June overtook Russia in total exports of natural gas to Europe, the balance of Russian gas to Europe comes through Ukraine, which itself is dependent upon Russia…

Oct 18, 2013 at 16:47 | Jim Hyerczyk

After the U.S. government shutdown and threat of a Treasury default held crude oil market participants hostage for half of October, oil speculators finally felt confident enough to test the…

Oct 18, 2013 at 16:41 | Editorial Dept

Bottom line: In its final rules for the Libra auction scheduled for 21 October, the government of Brazil loosened the mandate to permit the winning bidder to retain 50% of…

Oct 18, 2013 at 14:17 | Editorial Dept

Bottom Line: Investors are pulling out but the Egypt stock exchange is at its highest since the ouster of Mubarak in 2011, as protests and violent clashes continue sporadically and…

Oct 18, 2013 at 14:14 | Editorial Dept

Bottom Line: Oil exploration deals signed by interim and the new government of Mali for operations in the restive north won’t make it far with a relaunch of radical Islamist…

Oct 18, 2013 at 14:07 | Editorial Dept

Bottom Line: Following on the recent announcement by the authorities in Niger that Areva will have to undergo a state audit, thousands of local residents take to the streets to…

Oct 11, 2013 at 16:22 | Editorial Dept

One thing I’ve noticed in the resource business: big never goes out of style.If there’s a large in-ground resource, someone will always be eying a way to exploit…

Oct 11, 2013 at 16:17 | Editorial Dept

JP Morgan circulated offering documents yesterday to try and sell their physical commodity operations in copper, oil and natural gas.  Why are they leaving, who's staying and is there something…

Oct 11, 2013 at 16:16 | Editorial Dept

Thirteen years in the making and $50 billion later, the supergiant Kashagan oil field in Kazakhstan is finally online after many delays, but its short-term impact on the global oil…

Oct 11, 2013 at 16:13 | Jim Hyerczyk

December Crude Oil finished flat for the week after posting a potentially bullish closing price reversal bottom last week. Traders failed to confirm the chart pattern because of the indecision…