Global Energy Alert

Nov 13, 2020 at 12:34 | Editorial Dept

Politics, Geopolitics & Conflict The Armenian government has signed what it has referred to as a “painful” agreement with Russia and Azerbaijan to end the war over the disputed area…

Nov 13, 2020 at 12:31 | Editorial Dept

For those of us that pay attention to the Baker Hughes Rig Count, as all energy investors should, it has been an interesting month or so. After one of the…

Nov 13, 2020 at 12:28 | Editorial Dept

By most perspectives, Trump has been a hands-off president in the foreign policy arena, with the visible exception of antagonizing Iran and fostering a withdrawal from - and…

Nov 06, 2020 at 10:55 | Editorial Dept

U.S. West Texas Intermediate crude oil futures are trading lower on Friday, pressured by the steady rise in coronavirus infections and as the outcome of the U.S. presidential election remains…

Nov 06, 2020 at 10:54 | Editorial Dept

1. Oil demand weaker-than-expected- The recent spike in covid cases in Europe and the U.S.…

Nov 06, 2020 at 10:54 | Editorial Dept

COVID Market Update More oil and gas companies reported their quarterly financials this week, and it's more of the same unfavorable news as the companies struggle to churn profits or…

Nov 06, 2020 at 10:54 | Editorial Dept

This election is, depending on whether you are a political junkie or a normal, sane human being, either the gift that keeps on giving or remarkably similar to the virus…

Nov 06, 2020 at 10:54 | Editorial Dept

As the Trump administration continues to slap more sanctions on Iranian oil and launches a flurry of enforcement actions, seizing Iranian weapons and oil bound for Venezuela, some are hedging…

Oct 30, 2020 at 12:25 | Editorial Dept

U.S. West Texas Intermediate crude oil futures are edging lower on Friday as traders try to consolidate prices after another week and month of losses. The current price action indicates…

Oct 30, 2020 at 12:24 | Editorial Dept

1. Shell reports small profit - Royal Dutch Shell (NYSE: RDS.A) reported a small $177…

Oct 30, 2020 at 12:22 | Editorial Dept

COVID Market Update • The Texas Oil and Gas Association said this week that the state had managed to add 700 oil and gas exploration jobs in September. This would…

Oct 30, 2020 at 12:19 | Editorial Dept

As Phase 3 of COVID rages globally, the UAE, Kuwait, and Iraq are uncertain about extending OPEC oil production cuts into 2021, which means that come November, the OPEC deal…

Oct 23, 2020 at 11:27 | Editorial Dept

U.S. West Texas Intermediate crude oil futures are trading nearly flat on Friday while heading for their first weekly losses in three. The market is feeling pressure from both the…

Oct 23, 2020 at 11:25 | Editorial Dept

1. Demand stalls on COVID resurgence - “We think that the oil market would mount…

Oct 23, 2020 at 11:20 | Editorial Dept

I have said and written many times, in many different contexts, that one of my core investing beliefs is that politicians have a lot less effect on the market than…

Oct 23, 2020 at 11:18 | Editorial Dept

Peace in the Middle East may be fostered by natural gas, beginning with Israel's new-found energy leverage, but that peace will simply be shifted to a war of different alliances…

Oct 16, 2020 at 13:33 | Editorial Dept

WTI prices are drifting lower on Friday after posting a volatile trade all week. Reports from the IMF, IEA and OPEC all centered on the same theme. The proper steps…

Oct 16, 2020 at 13:31 | Editorial Dept

1. Upside potential for beaten-down energy stocks- Oil and gas markets are far from healthy,…

Oct 16, 2020 at 13:29 | Editorial Dept

Politics, Geopolitics & Conflict - Natural gas continues to be a major diplomatic tool in the Middle East region, as new gas giant Israel prepares to sit down with Lebanon…

Oct 16, 2020 at 13:27 | Editorial Dept

Normally I go out of my way to avoid the subject of politics when I write about markets because no matter what I say it will be interpreted as personal…