Iran is playing down the…
After another bout of intensive…
Baghdad is repairing the Kirkuk-Ceyhan…
If you are reading this, I know that you are interested in the energy sector, and therefore you are aware that 2022 was an outstanding year for energy stocks. The…
U.S. West Texas Intermediate crude oil futures edged higher on Thursday in a mostly uneventful trade, highlighted by a benign government weekly inventories report. Traders were trying to claw back…
1. The Spectre of Recession Is Getting Closer- US manufacturing contracted for a second straight…
Politics, Geopolitics & Conflict Investors are still running for the hills in Brazil, where Lula’s first day in office (and his return to the presidency for a third term) resulted…
With 2022 behind us, many have reflected on what a banner year it has been for oil stocks. From pariah to market darling amid an energy crisis, major…
1. Energy Stocks Outperform Stocks Market, Again- For the second year in a…
U.S. West Texas Intermediate crude oil futures are trading lower late in the session on Thursday as traders fear the aggressive rate hiking campaigns by several major central banks will…
Price Cap Politics There is a notion making the rounds among Middle Eastern analysts that the region is uneasy about the G7 price cap because it’s an energy weapon that…
Looking back on 2022 in energy, there is one phrase that I, and I’m sure many of you as energy investors, find comes to mind more than any other…I told…
Markets aren’t really buying into Putin’s vague nuclear threats. Putin’s most recent announcement that Moscow may add “preventive nuclear strikes” to its military doctrine likewise has not been…
U.S. benchmark February WTI crude oil futures closed lower for a fifth straight session on Thursday, solidifying a lower close for the week. The market was higher earlier in the…
1. Price of Drilling Continues to Edge Higher Despite Cheaper Raw Materials- According to IHS…
Politics, Geopolitics & Conflict Libya has officially lifted force majeure on oil and gas exploration, hoping to lure international oil companies back to E&P activities. While this decision was based…
As I have said here many times before, institutional traders are like sports talk radio host in that they consistently overreact to every bit of news. Having been there, I…
The transformation of Russian war propaganda indicates that this is no longer about winning in Ukraine, which is–it would seem–no longer a viable goal. The Russians aren’t seeing…
U.S. West Texas Intermediate crude oil futures are up late in the session on Thursday but off its intraday high. Prices have been supported throughout the session by a weaker…
1. Oil Analysts Diverge Ahead of OPEC Meeting- OPEC+ will meet this Sunday to discuss…
Politics, Geopolitics & Conflict The World Cup has managed to become the staging ground for geopolitical rivalries this year, with (most recently) Iran losing to the U.S. and reports then…
One of the things that first attracted me to energy as a sector in which to both trade and invest is that it is an industry in a state of…
At home, Putin needs to be seen to be at war with the United States and NATO - not just Ukraine. This perspective backs the opposition into a…