Oil prices fell this week…
The U.S. has reimposed sanctions…
After a volatile week, oil…
Bottom line: Evo Morales’ expropriation of Servicios de Aeropuertos Bolivianos SA (SABSA)--a subsidiary of the Spanish businesses Abertis and Aena--is another warning for foreign investors in Bolivia. SABSA managed the…
Bottom line: Foreign investment, though crucial for improving oil production levels in Ecuador, will remain far below potential for political reasons.Analysis: On 17 February 2013, President Rafael Correa…
I have been making the point about crude oil production and capex absolutely CONTROLLING the energy space right now and through 2013 and this week’s entry is perfect to point…
As much as the world is thirsty for water, investors should also be increasingly thirsty to add water-tech to their portfolios. Only 1% of the world’s water is…
Somaliland: Somali’s ‘Other’ CountrySomaliland enjoys a certain amount of strategic advantage. It has a long coastline and deep sea ports, and could eventually serve as a major energy…
After reaching a top at $98.24 on January 30, nearby crude oil futures weakened in what appeared to chart-watchers as the start of a short-term correction into a 50% retracement…
Bottom Line: Against the backdrop of 25 February P5+1 talks in Astana, Kazakhstan, the Obama administration is seeking to lay the foundation for a deal with Tehran once Iran’s June…
Bottom Line: US claims that Iran is smuggling weapons to Shi’ite Houthi militants in Yemen come as Yemen embarks on a serious restructuring of the military to rid it of…
Bottom Line: The decision by Jordan’s Edgo Energy to relinquish its offshore exploration license opens up opportunities for new explorers but highlights two key problems: the technical difficulty of drilling…
Bottom Line: While the oil-rich Benghazi region has been in a critical security state for some time, the capital Tripoli should be considered a top threat. Lufthansa and Austrian Airlines…
I view oil through a 25-year career of daily engagement in the futures markets. It’s not the standard Wall Street view. I can’t describe how all that experience…
It’s time to dig below the surface for good energy investments—way below the surface. The future of energy will be shaped in large part by new technology, the heart of…
The 12-week crude oil rally appears to be running out of steam after reaching $98.24. Despite the close near the high last week, buyers were absent from the get-go this…
In its quest to become a self-sufficient regional energy hub and a hydrocarbon bridge between the Middle East and Europe, Turkey still hasn’t made that one big discovery, but the…
Ask Tanzanians what the gas bonanza has done for them. For starters, anyone who owns property in the port city of Dar es Salaam has seen that property value sky…
Bottom Line: The assassination on 6 February of opposition politician Chokri Belaid, a notable opponent of the Islamist-led government, is the trigger that will push the ongoing political crisis and…
Bottom Line: A leftist group has claimed responsibility for the bombing of the US Embassy in Ankara, but if this is a message about Turkey’s role in the Syrian conflict…
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…