The U.S. House of Representatives…
Easing Inflation Sparks Bullish Sentiment…
Buying coal stocks is not…
Europe has a gas problem. No, not that kind of gas problem, they have a natural gas problem. From the second half of the twentieth century until around 2010, natural…
American shale producers are right to avoid the temptation of pumping oil with WTI in the $1100-$110 range. Rewarding shareholders isn’t just about appeasement, which is long overdue,…
This month we are taking another look at pipelines, specifically those used to transport oil and gas from the field to refineries. There is an odd disparity in…
U.S. West Texas Intermediate crude oil futures are inching higher on Friday, putting it in a position to finish higher for the week, as a planned European Union ban on…
1. Gasoline Tightness Becomes Main US Concern- With the EIA reporting an almost 5-million-barrel stock…
Politics, Geopolitics & Conflict Venezuela: With gasoline prices in the United States at all-time highs–over $6 per gallon in California–the pressure is on the Biden Administration to vigorously pursue ways…
These are great times for NATO, as an organization and an alliance. After the fall of Communism in the 1990s, NATO lost its raison d’etre. It never fully…
U.S. West Texas Intermediate crude oil futures are trading slightly higher on Friday but are still in a position to post its first weekly loss in three weeks as mixed…
1. Soaring Production Costs Stoke Fears of US Shale Slowdown- Just as US shale producers…
Politics, Geopolitics & Conflict On the natural gas front, tit-for-tat measures between Ukraine, the European Union, and Russia led to a reduction in Russian natural gas to Europe this week,…
Two months ago, in these very pages, I wrote that I had abandoned my long-term holdings in Tesla (TSLA) and viewed it once again as a trading instrument rather than…
Let the second annexation begin … but it won’t go down like Crimea. In a rehashing of the events that led to Russia’s annexation of Crimea…
U.S. West Texas Intermediate crude oil futures are up over 3% for the week with most of the gains attributed to the European Commission’s decision to place an embargo on…
1. Disregarding Supply Shocks, OPEC+ Sticks to Conservative PolicyOPEC+ approved another 432,000 b/d increase in…
Until recently, revealing to people that I wrote about and traded in the energy sector invariably provoked the same response. Their jaws would drop, and they would look at me…
Russia-Ukraine War Briefing Next Monday, May 9th, is Victory Day in Russia - cause for a great amount of speculation (and fear) as to what Putin wants to…
Sometimes, trading is more about the trades that you don’t take than those that you do. I have told myself that many times over the last few weeks when it…
Politics, Geopolitics & Conflict - Russian troops continue to withdraw from northern Ukraine, having left the Kyiv region to refocus on the east primarily and parts of the south. This…
Numbers Report – April 08, 2022 In the latest edition of the Numbers Report, we will take a look at some of the most interesting figures put out this week…
U.S. West Texas Intermediate crude oil is trading flat on Friday as it heads to a second straight weekly loss. The week started out promising with prices rising on talk…