The Energy Report
Notable Quotes
"CHK is active in the Marcellus sweet spot in northwestern West Virginia." (5/16/13) Chesapeake Energy Corp. - The Energy Report Interview with Josh Young More >
"FCU is on to the most exciting uranium discovery to come around in quite a while." (5/14/13) Fission Uranium Corp. - The Metals Report Interview with Brent Cook More >
"Majors like RDS are moving toward gas." (5/9/13) Royal Dutch Shell Plc - The Energy Report Interview with Keith Schaefer More >
"ACFN delivered its new fiber optic geophone to an unnamed supermajor for testing, which should begin in May." (5/2/13) Acorn Energy Inc. - The Energy Report Interview with James McIlree More >
"ARW's new reserve estimate on West Hazel is a really good number." (4/30/13) Aroway Energy Inc. - The Energy Report Interview with Bob Moriarty More >
Oil & Gas - E & P News Articles
A Total Overhaul of the Global Oil Patch
"Can energy exporters just turn the valves, lower output and ship out less oil in order to goose up the price? Not likely." - 05/13/2013
Porter Stansberry vs. Marin Katusa: I Win, You Lose!
"This means there are tremendous opportunities to profit while we wait for the rest of the world to catch up." - 05/07/2013
Back the Dollar with Energy, Not Gold
"Backing money with energy, not gold or debt, will cause people to gather energy." - 04/24/2013
Curse of the Black Gold: How Oil Exporters Reach Financial Collapse
"Declining production capabilities, coupled with the volatility of oil prices, can lead some exporters down a road to financial collapse." - 04/22/2013
U.S. Crude Exports May Be Coming
"Price gyrations are prompting another round of concerns over supply and production." - 04/08/2013
Two Trends Making Investors Money in the Canadian Energy Patch
"Can the uptrends continue?" - 03/28/2013
LNG on the March, Shale Oil Reserves Expand
"More and more LNG expansion is progressing across North America." - 03/26/2013
How to Play Energy Markets Like Rockefeller
"Being patient—letting the market come to us rather than chase it ourselves—will give us the best bang for our buck." - 03/14/2013
In Oil, Bigger Isn’t Always Better
"There is a growing recognition that how big a company is no longer automatically determines profitability." - 03/12/2013
Canada's Shale Boom: Unlocking Alberta's Oil and Gas
"If you want to profit from North America's shale boom, all you have to do is follow the drill rigs." - 03/04/2013
Drilling Efficiency: Lowering the Break-Even Price of Natural Gas
"The gas rig count in the U.S. has dropped by more than half in the last 18 months, but production continues at record levels. Why is that?" - 02/28/2013
Refinery Stocks: What I'm Buying Right Now
"There is a definite seasonality to the oil and gas stocks in Canada—and generally speaking, the top is right now." - 02/15/2013
Turkey’s Oil Potential: Onshore and Offshore
"With one of the top shale oil prospects in the world, Turkey's potential is as big as the Barnett Shale in Texas." - 01/29/2013
Will 'Saudi America' Become a Reality?
"U.S. energy independence has been a dream since the oil embargoes of the 1970s. But this vision of a 'Saudi America' has always been just a dream." - 01/28/2013
Play the Bakken Oil Boom Like Buffett
"The Bakken oil formation isn't just an investing opportunity; it's transforming the U.S. energy landscape." - 01/14/2013
US Energy Independence: The Next Big Thing for 2013?
Energy investment is about more than just the commodities; it's about growth. That's why, for example, the emerging economies theme has been an important one for investors who know that every business and modern home in Brazil, Russia, China or on the African continent will need to keep the lights on somehow. But the next big thing for 2013 may be in our own backyards: the drive toward U.S. energy independence. How feasible is this goal, and how can investors profit from it? With this question in mind, The Energy Report looked back at some of the most memorable interviews of 2012 for expert advice on how to get positioned. - 12/27/2012
Now Is the Time to Buy These Oil Refiners and Coal Stocks
"There will be several beneficiaries in the energy sector as hedge fund managers make their moves over the next few weeks." - 12/18/2012
Good-bye Gasoline: Natural Gas in American Vehicles
"It began with the oil and gas companies, and now it's moving to state fleets. Soon enough, there will be natural gas vehicles on every block." - 12/15/2012
Governors Take Energy into Their Own Hands
"Power, in the form of innovation and ideas, will shift from the nation's capital to the capitals of the 50 states." - 12/12/2012
Are the Russians on the Verge of a Major Arctic Oil Coup?
"New developments in Arctic oil could open up a whole new range of investment opportunities." - 12/05/2012
Put These Shale Oil Fields on Your Radar for Energy Profits
"The shale oil fields in Oklahoma and South Dakota remain largely unknown to energy investors." - 12/04/2012
These Signs Point to Higher Oil Prices in 2013
"Positive manufacturing data from China, the hopes for a fiscal cliff resolution and a subsequent market rally, along with the ever-present risk of violence and chaos in the Middle East, are all sending oil prices higher." - 12/03/2012
The Significant Impact of US Oil Production
"To benefit from these rising trends in production, look to U.S. oil refiners—they have two distinct advantages." - 12/03/2012
In Search of the Next Bakken Shale Oil Field
"Even Alaska, already a vast oil producer, has large shale oil deposits ready to be exploited. Its North Slope shale formation may hold as much as 2 Bblb of oil." - 11/27/2012
The Huge Risk-Reward Scenario with East Africa Oil
"The new wealth being created by energy companies is a strong incentive for the different ethnic groups in East Africa to work together." - 11/25/2012
Election Roundup: Who Are the Winners and Losers in Energy Markets?
Energy policy was a pivotal issue in this year's presidential election, with Obama favoring clean energy, Romney championing coal and both candidates emphasizing the need for U.S. energy independence. President Barack Obama took the opportunity to reaffirm his stance in his victory speech, calling for bipartisan collaboration to face challenges, including "freeing ourselves of foreign oil." But he made no further mention of his energy policy agenda. What's next for energy investors? - 11/08/2012
A Pipeline Reversal in the North American Oil and Gas Markets
"Pipeline flows aren't just being changed em dash —so are the commodities that flow inside them!" - 11/06/2012
The Key to 'Gaming' Oil Volatility
"While markets can ride a roller coaster of sentiment on the volatility express, all aspects of these markets require energy regardless of where the curve happens to be." - 11/01/2012
Kurdistan Oil: My Property Tour with Western Zagros Resources
"Kurdistan isn't recognized as a country yet by anyone, but it exists in all but name." - 11/01/2012
Oil Prices: As the WTI-Brent Spread Widens, Refineries Are Set to Advance
"For the next 20 years, higher Brent oil prices will affect U.S. prices, even if we rely on fewer imports." - 10/29/2012
Unlock the Eagle Ford with These Three Words
"The Eagle Ford is in between the optimization phase and the harvest phase, ready to pay out for investors." - 10/22/2012
Exxon's Biggest Canada Deal Signals Shale Rush
"The Duvernay shale, which is soaked in natural gas as well as petroleum liquids such as propane and ethane, which fetch higher prices, may rival the mammoth Eagle Ford formation in south Texas." - 10/18/2012
Play Housing and Agriculture with Energy
"Companies involved in oil refining, exploration and production, drilling and infrastructure stand to gain, as well as companies involved in food, forest and paper products. These are essential ingredients for the billions of people on the planet." - 10/18/2012
Is Energy Independence Really on the Oil and Gas Agenda?
"Inadequate infrastructure has U.S. oil and gas priced below global rates, but when transportation costs are reduced, companies will ship their oil to the highest bidder." - 10/16/2012
US Power Demand Will Cause 'Daily Volatility' in Natural Gas Flows: TransCanada
"The upcoming challenge has pushed pipeline companies to join forces with regional transportation organizations, power generators and ISOs to develop a cohesive framework for operators and services." - 10/10/2012
Iran's Currency Collapse Has All the Markings of a Full-Blown Crisis
"Oil sanctions and ever-tighter restrictions to international banking have had a devastating impact on the rial, Iran's currency. Riots have begun and its economy is unraveling." - 10/09/2012
EU Backs Away from Stricter Offshore Oil, Gas Rules: MEPs
"The energy committee voted to switch from a detailed, technical regulation to a more flexible directive that will allow countries to adapt the rules to existing systems." - 10/09/2012
Energy Basics Trump Obama/Romney Trade: Q&A with Blackstone's David Foley
"Notable in Foley and Blackstone's energy investing approach is a lack of short-term bets, such as reading tea leaves for election year policy change, and instead, a focus on long-term exploration and development trends that work regardless of who takes the White House." - 10/04/2012
Why an Islamic Revolution in Saudi Arabia Will Send Oil to $300/bbl
"Is a 1973-style oil crisis about to engulf the entire world?" - 10/02/2012
Pipeline Infrastructure Needed for the Bakken
"Roughly a third of natural gas produced in the Bakken in July was flared due to a lack of infrastructure for transporting the resource." - 10/02/2012
Investing in Oil: Five Questions to Ask the Management
"Most of these answers can be found in the middle of the Management Discussion and Analysis (MD&A) in quarterly financial statements." - 10/01/2012
Commodity Stocks: Improving Returns with No Extra Volatility
"When looking at measures such as correlation, performance and risk, two indexes can have very different effects on a portfolio's results." - 10/01/2012
Oil & Gas Stock Outlook
"While the Western economies exhibit sluggish growth prospects, global oil consumption is expected to get a boost from sustained strength in the non-OECD countries that continue to expand at a healthy rate." - 09/24/2012
London Sees Oil Prices on the Rise
"The overwhelming consensus in Europe is that oil will rise, absent exogenous economic or financial problems." - 09/23/2012
The Mystery Behind High North American Gas Prices: Solved
"North American drivers are now competing with global drivers—and global industry—for cheap American crude." - 09/18/2012
The Next Recession Will Be Triggered by Oil
"Any move of 100% or more in energy prices within a year has historically been the straw that breaks the camel's back. - 09/17/2012
Casey Panel: The Energy Crisis Is Here—Here's How to Play It
Oil and gas reserves around the world are growing scarcer by the minute, and people are looking to their governments for answers. However, leaders' responses are often motivated more by the desire to boost approval ratings than by the need to find real, long-term supply solutions. The individual investor may not have the power to shift the tone of the emotional debates surrounding the oil and gas industry, but he or she can devise a strategy to profit. Sprott's Rick Rule, and Casey's Marin Katusa and Louis James sat down with The Energy Report to discuss what it means to participate in a politicized market and how politics affect their buy and sell decisions. - 09/13/2012
Arctic Sea Ice Vanishes—and the Oil Rigs Move In
"According to the U.S. Geological Survey, there may be more than 90 billion barrels of recoverable oil buried in the Arctic—about 13% of the world's estimated undiscovered reserves." - 09/11/2012
Infographic: The What, Where and How of Shale Extraction
"Shale gas is trapped thousands of feet underground. How do we extract it and what does the process look like?" - 09/10/2012
Math, Science, and Computer Students: The Energy Sector Wants You
"A technology revolution reshaping the energy sector through streamlined operations, increased production and improved distribution will create ample job opportunities for college graduates over the next decade." - 09/10/2012
Energy Firms Monitor Gulf of Mexico Tropical System
"Energy firms, such as Chevron Corp and Marathon Oil Corp, said they are watching the system closely and are prepared to take action should it develop into a serious threat." - 09/06/2012
Colombia Oil Stocks: Time to Invest Once Again?
"Now, these stocks have not only fallen to earth, they've crashed through the floor into the basement—despite good oil prices. What happened? And more importantly, is this an opportunity for investors?" - 09/04/2012
The Real Answers in China Are Never That Simple
"Rather than tackling the incessantly 'they'll never succeed because they're not democratic' or 'ghost cities' arguments, let's dig into the subtleties that escape most Westerners." - 09/04/2012
U.S. Shale Glut Means Gas Shortage for Mexican Industry
"Mexican gas prices are tied to rates in its northern neighbor, where soaring supplies from shale fields drove gas to a 10-year low and reduced Mexico's wholesale price 32% in the past year. Manufacturers can't get enough of the energy." - 09/04/2012
The 'Experts' Are Wrong About Oil Prices
"Their argument is deceptively simple—with all of shale oil coming on the market, there will be an oil glut in the U.S. Gluts naturally depress prices. And those pounded-down prices will force companies to fold. Unfortunately, the argument is both simplistic and wrong." - 09/04/2012
Higher Gas Prices a Sure Bet Due to Hurricane Isaac, Fire
"Production halts due to Hurricane Isaac and a deadly explosion at a Venezuelan refinery have pushed U.S. gas prices to a near four-month high." - 08/29/2012
Invest in What China Needs to Buy: Don Coxe
The U.S. is no longer the safest place in the world to invest, says Don Coxe, a strategic advisor to the BMO Financial Group. While U.S.-based companies are forced to wade through red tape and legal challenges, relatively lax regulation in emerging economies created stiff competition. In this exclusive interview with The Energy Report, Coxe explains how investors should position themselves as China and India rise to superpower status. - 08/28/2012
The Comprehensive Guide to Natural Gas ETFs
"Natural gas prices have fallen about 80% since their 2008 peak. Now, the situation seems to be turning around." - 08/28/2012
Why $40/bbl Predictions Are Dangerous
"These doom and gloom predictions are highly oversimplified and potentially dangerous to you as an investor." - 08/27/2012
Higher Gas Prices Ahead as Hurricane Isaac Takes Aim at Gulf
"Hurricane Isaac already has forced several energy giants to shut down major Gulf oil and gas projects until the storm passes. That's going to spell higher gas prices for U.S. consumers." - 08/27/2012
Will Russia Replicate US Success in Shale Oil Development?
"Apart from hard-to-access vast reserves offshore the Arctic, Russia is believed to have enormous hard-to-extract resources in already developed regions." - 08/27/2012
As Prices Rise, Here's How to Play Natural Gas Companies
"Since natural gas prices are coming off some pretty historic lows, it makes sense to proceed with caution. One way to do this is to invest in companies with exposure to both oil and gas." - 08/23/2012
Oil and Gas in Africa: Boom or Doom?
"Looking through the African continent, it is safe to say that the oil-producing countries are also the most prone to conflict." - 08/23/2012
Wildcat or Not, Drillers Want 'Confidential' Status for Wells
"It's no secret that oil production is booming in North Dakota. But there are indeed countless secrets—technical, strategic and otherwise—associated with many of the oil and natural gas wells in the Roughrider State." - 08/21/2012
U.S. Oil and Gas Put Squeeze on Alternative Energy
"Normally, when oil and gas prices accelerate on both sides of the Atlantic, alternative energy sources come into focus and become a big part of that 'energy independence' discussion. Not this time." - 08/17/2012
Obstacles Hit Canada-China Energy Investment
"Unclear investment rules are hampering trade between Canada and China, a study by officials from both countries said." - 08/16/2012
You Say You Want a Revolution, Shale Gas? Here Are Some Things to Do
"From Reagan to Twitter, the industry needs to use a variety of campaign tools if it wants to win over the broad swath of Americans caught in the middle of the hydraulic fracturing debate, speakers said this week at an industry event in Denver." - 08/16/2012
Waterfloods: The Next Big Profit Phase of the Shale Oil Revolution
"Producers are using 'waterfloods'—pushing water into underground formations to flush a large amount of oil out to nearby producing wells—to increase production and profits. It's the next big money-making phase of the Shale Revolution." - 08/14/2012
Why the Gasoline ETF Is a Top Performer
"A marginally better economic outlook and some Middle East tensions have once again pushed energy prices higher." - 08/14/2012
Why Energy Beats Water
"Dull, boring utility shares have in aggregate doubled over the past decade while racier sectors have crashed and burned. The sector is also enjoying a 'Goldilocks' macroeconomic scenario. Steady inflation is supporting price increases, while record low interest rates are easing the cost of servicing debt." - 08/13/2012
One Month In, Iran Oil Sanctions Start to Bite
"Crucial protection and indemnity insurance, much of which is provided by E.U.-based insurers, is no longer available for ships carrying Iranian oil. This has made shipowners reluctant to send vessels to Iran." - 08/13/2012
The Global Oil Export Balance Is Changing
"Traditional raw material providers are moving to supply international markets with value-added processed products. Russia, Saudi Arabia and Kuwait are making major refinery upgrades and expansions." - 08/13/2012
The Race for Resources
"Investing in global markets requires Olympic stamina, especially at times like this, when the month’s reading on the manufacturing industry was not encouraging." - 08/09/2012
Natural Gas: North America's Energy Future, or Just Hot Air?
"New gas technologies and discoveries have changed the complexion of energy in the U.S. and Canada. But how does it fit into the energy equation for the future?" - 08/08/2012
Natural Gas to Provide Bulk of New Capacity
"North America could see 112 GW of new renewable-energy capacity by 2037, but the continent could see more than three times as much new capacity from natural gas-fueled generation over the same period." - 08/08/2012
Signs Mount of North Sea Oil Supply Drop in September
"The prospect of lower supply is leading to a rise in Brent prices that is felt by consumers and businesses around the world, as Brent is used for pricing crude produced in Europe, the Middle East, Africa and parts of Asia." - 08/07/2012
Obama Expedites Solar and Wind Projects
"President Obama ordered expedited construction of seven solar and wind energy projects in four western states: Arizona, California, Nevada and Wyoming." - 08/07/2012
Near-Term Oil and Gas Investment Strategies
"Canadian oil and gas research analysts Josef Schachter and Martin Pelletier explained one of the key strategies to make money in the junior oil sector—trade the volatility and learn how to read the swings." - 08/06/2012
Second Cuban Offshore Oil Well Also a Bust
"A second deep-water exploratory well in the Gulf of Mexico has proved a bust, Cuba's state oil company announced Monday, dealing another blow to the island's dreams of petroleum riches." - 08/06/2012
The One Ratio Every Energy Investor Should Use
"Energy Returned on Energy Invested (EROEI) is becoming a substantial element in the availability and cost of energy." - 08/05/2012
Oil & Gas Industry Shows Department of Interior's Contributions to Economy
"The Obama administration released a report on the Department of Interiors' contributions to the economy in 2011, during which it added $385B to the U.S. economy and supported more than 2M jobs." - 08/05/2012
China's Energy Frontier Expands to Disputed Waters
"First came the diplomatic offensive, then the flexing of military muscle. Now, China is moving ahead with its first major tender of oil and gas blocks in disputed parts of its waters." - 08/01/2012
As the US Corn Crop Withers, Ethanol Markets Soar and then Slip
"These are the times that ethanol opponents warned against. This past week has been the one where ethanol burst into the news, and where markets gyrated sharply." - 07/30/2012
India's Blackout Underscores Need for Energy Investment
"In India, it's a fact of life: The power goes out. A lot. With the country's power plants and electricity grid unable to keep up with demand in the world's second-largest country, blackouts are everyday occurrences." - 07/30/2012
The Federal Reserve, Gold, Oil, & the Dollar's Demise
"Over the longer term, a weak dollar is positive for precious metals and other hard assets." - 07/29/2012
The Hidden Cost of Peak Oil
"Nobody's talking about the high cost of getting the new oil out of the ground. But very soon, high extraction costs will kick crude oil prices into high gear." - 07/25/2012
A New Trend Stirring In Natural Gas. . .
"Natural gas prices are up over 50% in the past few months; it shows a new trend emerging in natural gas usage." - 07/25/2012
China Seeks North American Energy Reserves, Know-How
"China's appetite for overseas energy assets remains as strong as ever despite its current economic slowdown. Weaker oil prices and a resolve to capture technologies China needs to unlock its own sizable but hard to extract reserves are powerful incentives for its energy companies to snap up foreign producers." - 07/24/2012
The Trajectory Shows Oil Prices Will Rise
"We are now witnessing a return to a 'normal' oil market. But that doesn't mean a lack of volatility or a narrow range of trading." - 07/21/2012
Will Oil Prices be the Next Manipulation Scandal?
"Now that the Libor manipulation scandal has been revealed, it looks like oil prices could be the focus of the next search for misreporting." - 07/20/2012
You Don't Want to Miss This Opportunity
"Looking at the results of metals and natural resources during the first half of 2012, only four commodities on our periodic table pulled off a positive return. Wheat grew the most, rising 13%, followed by single-digit rises from corn, gold and copper." - 07/19/2012
Why Gas Prices Are Heading Higher
"On the way down, gasoline price declines were exceeding the reduction in oil prices. Now, we have the opposite trend." - 07/18/2012
Continuing Commodities Super Cycle Not All About China Any More
"Analysts feel the commodities super cycle is not behind us, but global population growth will see the center move from China to other areas of the developing world." - 07/18/2012
Why the World Is Coming for America's Oil
"Soaring oil output from the Bakken Shale fields, coupled with increased deepwater output primarily from the Gulf of Mexico, has pushed up U.S. domestic oil production by 12% since 2008." - 07/18/2012
Floating LNG: The New Revolution in Offshore Natural Gas
"A full 10% of the world's LNG is expected to be sourced offshore by the end of this decade, with costs potentially as much as 40% lower than onshore projects." - 07/17/2012
Is Natural Gas Ready to Pop?
"Over the last two weeks, there been significant support above $18 and significant volume for natural gas." - 07/17/2012
Coal Vs. Nat Gas: Fossil Fuels Compete for Generation
"Generation costs for plants fueled by natural gas fell dramatically in the past two decades, prompting a continuing trend of substituting coal with natural gas-fired generation." - 07/15/2012
Oil Marches Forward on Volatility and Geopolitical Tensions
"Regardless of the increasing domestic sourcing in the U.S., the wider market will still determine the price. And the combination of volatility and geopolitics is setting a higher floor for crude oil." - 07/13/2012
Salazar Proposes Potash, Oil and Gas Plan
"Interior Secretary Ken Salazar introduced a proposal that could end a decades-long squabble over oil and natural gas development in an area that makes up the nation's greatest potash reserve." - 07/12/2012
East Africa Set for Major Gas, Oil Transformation
"Oil and gas activity has started rolling in East Africa, as drilling activity ramps up, long-awaited deals are sealed and oil companies scramble to get a slice of what could be an energy goldmine." - 07/12/2012
The Race for Energy Resources Just Got Hotter
"With easy energy resources nearly tapped out, several companies (and countries) are scrambling to try to secure future supplies now, leading to some very interesting deals." - 07/11/2012
Kenya's Deepwater Debut Heralds East Africa's First Oil
"'East African exploration is at a very early stage, and yet success so far has been very significant. The industry is following behind and trying to establish positions.'" - 07/11/2012
Iran Just Can't Stop Pumping Oil
"Despite sanctions that have crippled Iran's oil exports, the country continues to pump at nearly pre-sanction levels. The oil rich nation is struggling to sell its oil and has begun funneling the excess crude to storage locations on land and sea." - 07/10/2012
Four Things Suppressing Crude Oil Prices Today
"Oil prices are caught between the normal dynamics of geopolitical concerns, which push prices north, and continuing concerns over a global economic slowdown, which results in lowering expectations." - 07/09/2012
Three ETFs for the Unconventional Oil Revolution
"While the situation may seem dire in many of these important oil markets, North American oil production is actually on the rise as of late thanks to new technologies in the space." - 07/06/2012
A Price Shock for Canadian Natural Gas?
"Will Canadian natural gas producers fill up Canadian storage for the first time ever this year? And does that mean Canadian gas prices completely collapse to zero?" - 07/05/2012
Which Course Will North American Natural Gas Producers Choose?
"Do we want to keep the huge volumes of natural gas landlocked and transportable only by pipeline, or should we develop the infrastructure that will enable us to transport this fuel to the gas-hungry markets of Asia?" - 07/05/2012
Buy American with These Three Commodity ETFs
"Agricultural products are feeding biofuel demand, while natural gas exports could drastically reshape energy markets." - 07/03/2012
Twitter: Ten Natural Gas Traders Worth Following
"Investors must stay on top of developing news and breaking trends in this volatile industry. One of the best ways to stay in the know is to utilize Twitter." - 07/03/2012
US Could Be Independent of Middle East Oil by 2035
"The supplies closer to home include Canadian oil sands in Alberta, offshore reserves in Brazil, the Bakken fields of North Dakota and the deeper waters of the Gulf of Mexico." - 06/29/2012
Shale Oil Stocks Are Poised to Earn Investors Big Profits
"Even though oil prices are in a short-term swoon, the glut of shale oil is about to make savvy investors a huge fortune. The best shale oil stocks fall into the category of Master Limited Partnerships." - 06/29/2012
How a Crude Oil Prices Slump Could Bury these Countries
"The competitive advantage for Saudi Arabia has always been its pricing power with crude oil. Plain and simple: Saudi Arabia could always produce oil cheaper than anyone else." - 06/27/2012
What the Price of Gas Tells Us
"The gas station's sign is only a minor visual cue that supports the detailed analytical research guiding our global investment decisions. We challenge investors to interpret these visual reminders differently." - 06/27/2012
Natural Gas Gold Rush: Is Your State Next?
"The script might not play out exactly the same in each new community touched by the nationwide boom in natural gas and oil drilling, but the changes have a familiar echo." - 06/27/2012
Oil, Gas Producers Look to Expand Arctic Exploration
"Though a costly and difficult area to explore, the region north of the Arctic Circle is believed to contain about a fifth of the world's undiscovered oil and gas." - 06/26/2012
How You Can Profit from Fluctuating Oil Prices
"Jason Burack discusses large-cap stocks with potential and profiles a junior company in which he sees a great deal of headroom." - 06/26/2012
Is An Oil Shock Coming This Summer?
"Typically, when the gold/oil ratio starts somewhere in the single digits and then breaks above 14:28 within a relatively brief time frame, one should be on the lookout for an oil shock twelve months after the gold/oil ratio peaks." - 06/26/2012
Liquefied Natural Gas Race Getting Thinner
"The United States has regulations limiting how much of its natural resources can be exported and to where." - 06/25/2012
US Energy Use to Slow, Get Cleaner
"The energy landscape in the U.S. has shifted dramatically in recent years. Domestic oil and gas production has increased, while efficiency programs have led to lower consumption." - 06/25/2012
Calling the Rise in Natural Gas
"Once natural gas gets to $3, the power companies start to turn back to coal. But gas really needs to go to $4 before these stocks start to make money." - 06/25/2012
UN: Sierra Club Wrong About Natural Gas
"According to Kandeh Yumkella, an energy program director at the United Nations, natural gas will play a key role in preserving the global environment and improving the lives of the world's poor." - 06/25/2012
Self-Fulfilling Prophecies and Their Impact on the Market
"The short players have been successful in depressing the price of oil and making money in the process. These same folks will be attempting to make money by jerking the price upwards once the floor hits." - 06/22/2012
Oil Price Differentials: Caught Between the Sands and the Pipelines
"A range of oil qualities and a raft of infrastructure issues are creating record price differentials. And with no solution in sight, we think those differentials are here to stay." - 06/20/2012
Here's What Happened to My Call for $150 Oil
"It's time for a good, hard look at why the oil situation has not unfolded the way I anticipated, and for an assessment the market's new dynamics, including where we stand now and where I believe we're headed next." - 06/20/2012
Natural Gas Fracking Begets a Clean-Up Industry
"The U.S. natural gas boom has kicked off a gold rush among clean tech firms trying to cash in on minimizing the industry's environmental footprint." - 06/20/2012
USGS Updates Oil, Gas Reserve Estimate
"The U.S. Geological Survey estimated there are at least 665 Bbbl of undiscovered oil in reserves outside United States." - 06/19/2012
Tanzania's Natural Gas Reserves Almost Triple on New Finds
"Oil majors have discovered more gas off Tanzania, about 28 miles north of the maritime border with Mozambique, where explorers have made the largest gas discoveries of the decade." - 06/19/2012
The Election's Over, but Europe's Difficulties Are Not
"If you're looking to make a move in these conditions, sit tight. First and foremost, we need to be patient until greater stability emerges in the markets." - 06/18/2012
When Do You Buy Oil?
"Given the market's uncertainty, is it better to play oil via the commodity itself, oil producers with stocks or through the relatively safe and high payout space of MLPs?" - 06/18/2012
Natural Gas Puts East Africa on World Energy Map
"Massive offshore gas discoveries in East Africa are catapulting the region into major-player status in the global energy arena, bringing billions in investment that could transform entire economies." - 06/18/2012
New ETF Will Focus on North American Oil Sands
"The ETF is a way to play the increasingly important North American oil sands industry. The region is incredibly stable from a political perspective, and it offers up a way to help shift the balance of power in the current OPEC/Russia-dominated oil markets." - 06/13/2012
Why Natural Gas Could Displace Gasoline
"How will natural gas figure into the North American energy mix? Well-known Author and energy trader Raymond Learsy weighs in." - 06/13/2012
What's the Deal with Oil Prices?
"Is the oil investment space under a pricing assault? I doubt it. Here's why: 40% of global oil production comes from places where the national governments cannot afford oil prices to go much lower." - 06/13/2012
Duvernay Oil & Gas Stocks: Which Companies Will Emerge the Winners?
"There's no doubt that Duvernay will be a Big Boy's game, requiring large acreage positions and even larger amounts of capital." - 06/13/2012
Chart: The Natural Gas Bottleneck
"The opportunity is obvious when we glance at the chart. Energy companies want to get liquefied natural gas on ships and into Asia, where they can take advantage of higher prices." - 06/12/2012
Why Solar and Natural Gas Will Be Central to US Energy Policy
"The development of hydraulic fracturing technology shares the spotlight with solar photovoltaic as the greatest revolution in energy in the last 50 years." - 06/12/2012
The US Oil Boom: Partying Like It's 1998
"Thanks to new drilling in North Dakota, Texas and the Gulf of Mexico, the United States is now pumping the highest crude oil volumes the country has managed since 1998." - 06/12/2012
What Does Spain's Bailout Mean for Energy?
"When a recovery emerges, the energy sector tends to move up quicker than the market as a whole. That, combined with a strengthened euro, will further bolster energy." - 06/11/2012
Oil Prices Due to Rise With Iran Oil Embargo Looming
"Three possible scenarios could escalate oil prices as high as $440/bbl." - 06/11/2012
The Best Oil ETFs for Any Move in Crude
"Oil price estimates range from a fairly conservative average of $104/bbl, as forecast by the EIA, to a turmoil-driven $200/bbl. Either one represents a substantial profit opportunity for energy bulls." - 06/07/2012
Japan's 2012 Summer Oil Demand for Power to Hit 10-Year High
"The country's nuclear utilization rates have a direct impact on crude, fuel oil and LNG consumption for thermal power generation." - 06/06/2012
Who Will Be the Next Key Oil and Gas Supplier?
"International petroleum companies have found the last frontier for onshore oil and gas exploration, and they are hustling to develop energy infrastructure." - 06/05/2012
Study: Fracking Emissions Are 50% Lower than EPA Estimate
"The bigger story is that these substantially lower emissions estimates demonstrate how committed the industry is to reducing environmental impacts, even without new regulations." - 06/05/2012
Italian Gov't Plans to Amend 2010 Offshore Oil and Gas Drilling Ban: Senator
"The planned changes would aim to boost local production of oil and gas, which has declined at a time when energy imports have become increasingly costly and vulnerable to disruption." - 06/04/2012
FSRUs: The Leading Edge of the LNG Market
"Floating Storage and Regasification Units cost less than half the cost of an onshore facility. The benefits to Japan now, which is in a proverbial 'space race' to meet its electricity needs, are that they can be ordered, made and delivered in 2–3 years, versus 5–7 years for an onshore import terminal." - 06/03/2012
You Need a Strategy for These Uncertain Times: Here's Mine
"Red ink is splattering across the investment markets today. Paltry new jobs figures (69,000 new jobs, less than half of what was expected) have combined with the ongoing mess in Europe and lagging figures from China to sap investor confidence. This latest action will further depress oil prices, as the rash of bad news translates into even more knee-jerk projections of reduced demand." - 06/02/2012
Natural Gas: Following T. Boone Pickens into the Energy Patch
"An iconic Southwestern energy patch player, T. Boone Pickens has built a legacy over the decades that proves the old Texas saying: 'It's not the size of the dog in the fight, but the size of the fight in the dog.'" - 06/01/2012
Coal and Shale Gas: American's Energy Siblings Are Locked in Rivalry
"Coal is the reigning champ is this competition, having provided at least 50% of the electricity consumed in the U.S. for many decades. Natural gas and renewables contribute to help meet peak-demand needs, but neither has come close to challenging coal's grip on power." - 05/30/2012
Oil Price Forecast: Expect Oil Prices to End the Year Higher
"Forecasts for oil prices in the second half of 2012 and on into 2013 are varied, but there's one point on which virtually all agree: Oil prices won't be going down." - 05/30/2012
What This Global "Texas Standoff" Means for Oil Price
"The rising tension between Tehran, on the one hand, and Washington and Brussels, on the other, is still the single most serious geopolitical element impacting the global oil market today." - 05/25/2012
Is Natural Gas a Deflation Catalyst?
"While a conversion to natural gas has been difficult in the past, we may have the perfect storm of price, technology and politics to propel this initiative to wide adoption." - 05/25/2012
Investing in the Eagle Ford Shale Oil Play
"Eagle Ford production will continue to rise—production is forecast to jump to 1.2 Mboe/d in 2015—with a surge in drilling permits." - 05/25/2012
Oil Drops on Iran's Agreement to Allow Nuclear Inspectors
"Crude slipped as agreed to let Western nuclear inspectors into the country, easing concern that the conflict over its atomic energy program would disrupt Mideast supplies." - 05/22/2012
Here Come the Aussies
"Don't look now, but the order is about to see a new global leader: Australia! Projections now put the country on schedule to displace Qatar as the world's major LNG exporter." - 05/22/2012
Time to Buy Oil and Gas Services ETFs?
"The influx of hydraulic fracturing created a shale gas production boom in the U.S., and new drilling technologies are playing the key roles in the growth of oil and gas equipment companies." - 05/21/2012
China's Domestic Natural Gas Production Throttles Back
"A combination of less domestic demand and rising imports means that China is cutting back on its own production of natural gas. But there's more to the relationships that lead to this reduction." - 05/21/2012
Two Culprits in the Oil Demand-Pricing Disconnect
"As we wait for a 'floor' in the price of oil, the pundits continue to talk about declining oil demand in the U.S. and Europe. But the figures are beginning to tell us something very different—at least on one side of the pond." - 05/18/2012
Water Key to Fracking
"Just as with the gold rush, it's going to be the providers of picks and shovels who grow richest, not the prospectors. Clean water is the picks and shovels for the fracking industry." - 05/17/2012
'Waterless' Fracking: Using LPG for Greater Oil & Gas Recovery
"GasFrac is unique in the global fracking industry in that it uses no water, and there is now a growing database that shows its Liquid Propane Gas technology dramatically improves overall oil and gas well recovery." - 05/17/2012
British Columbia Adopts Regulation Promoting Use of Natural Gas Vehicles
"The Greenhouse Gas Reduction Regulation permits a utility to spend up to CA$62M on vehicle and ferry incentives, up to CA$12M on compressed natural gas fueling stations and up to CA$30.5M on liquefied natural gas stations, for a total CA$104.5M, the ministry said in a statement." - 05/16/2012
Oil-Rich Canada Looks to China for Growth
"Chinese investors have beat out U.S. investors in Canada's oil patch every year since 2009, pumping $12.8B into companies and projects since then. British Columbia and the federal government have embarked on a massive push, spending billions of dollars, to retool the country's infrastructure to facilitate more trade with Asia" - 05/15/2012
How You Can Profit From the Market's Next Big Collapse
"If you thought the bloodbath was over, think again. Despite falling 50% over the past year, many natural gas stocks are about to enter another major decline. You can use this coming slump to make huge capital gains over the next 12 months." - 05/14/2012
The Relationship Between Oil and Stocks—and How to Trade It
"Commodities and stocks have been moving closely together since the 2008 financial crash. But this relationship is starting to hit the rocks, with stocks moving higher and commodities moving lower. In this nervous market, you might assume that stocks will begin to drop with commodities, but I propose a different likelihood." - 05/13/2012
Nanotech Breakthrough Delivers 'Cleaner' Oil
"Researchers recently invented tiny sponges that can soak up huge amounts of oil. I predict that, in as little as a decade, these 'nanosponges' will help the U.S. become more energy independent." - 05/12/2012
Why Anti-Fracking Groups Are Shifting Their Story from Water to Air Quality
"The point is not that capturing emissions in a cost-effective and technically feasible manner lacks any merit or that the industry should grouse about regulation. Rather, the public should know that air emissions associated with hydraulic fracturing (where they exist) remain a small part of a very large and complex issue." - 05/09/2012
Natural Gas from the Black Sea: A Cause for Optimism
"The Black Sea is moving. Ukraine is expected to issue tenders for two new prospects in the next couple of months while companies in Romania are preparing to build on recent discoveries with a new round of drilling next year." - 05/08/2012
Derivative Manipulation Hits the Oil Market
"The real reason we have witnessed a retreat in crude pricing has little to do with the condition of the market or the actual demand for product. It is the result of a classic yo-yo short in anticipation of a major advance in the price." - 05/07/2012
Rick Rule: Gold Will Do Well as Fiat Currencies Are Debased
"Virtually every substance vital to modern life will become enormously expensive—and profitable for investors who know how to play it." - 05/07/2012
Apple Is a Want—Global Resources Are Needs
"We need companies to grow our food; we need oil, natural gas and coal to fuel our cities. We need to drive to work and school each day, and we need to keep our house warm in the winter and cool in the summer. And so do the other 7B people on the planet." - 05/04/2012
The Return of Cheap Oil?
"Will new energy discoveries and new technology sink oil prices? Will lower oil prices rescue the world from the Great Correction? Maybe, says Porter Stansberry and a good number of analysts and experts." - 05/03/2012
An Airline Buys an Oil Refinery. Why?
"Increasingly, market observers have said that a steady flow of Bakken crude to the East Coast could be the savior of that region's beleaguered refining sector. Delta may be first in line to test that on a consistent basis." - 05/02/2012
Oil Supply and Demand Outlook Remains Favorable for Producers
"Elevated oil prices have little to do with speculation: A tight supply-demand balance ensures that oil prices have ample support." - 05/02/2012
Good Policy, Good Profits in Natural Gas
"This executive order will improved communication between government agencies, something that has been sorely lacking in energy policy for the better part of 40 years. It will also reduce overlapping regulations." - 05/02/2012
Update on the Shale Gas Revolution, Part 1
"While it may be cheaper to build gas liquifaction and re-gassification plants, their economics will not overcome the huge price differential of products versus raw gas quickly. This could mean that new LNG plants may not be built, in favor of GTL plants." - 05/01/2012
An Impasse in the Iran Crisis
"Official Tehran continues to convey an impression that the sanctions are having no effect on either Iran's ability to sell its crude or entice foreign companies to enter into projects. However, the arguments are ringing hollow." - 04/30/2012
Iran's Customers Start to Drift Away as Oil Sanctions Loom
"E.U. and U.S. sanctions targeting Iran's oil export revenues have yet to come fully into force but have already led countries and companies to take steps to reduce their purchases of crude from the Islamic Republic." - 04/30/2012
The Top LNG Export Projects in Canada
"Shipping LNG to Asia is not just a great opportunity for Canadian producers, it's a necessity. U.S. gas production is expected to stay strong—and prices low—for years." - 04/28/2012
Natural Gas: Why It's Time to Stop Shorting the Commodity
"As natural gas has continued its massive decline, a number of investors (myself included) have hopped into short positions, allowing most to receive handsome profits in recent weeks." - 04/25/2012
The Oil Constriction Heats Up this Summer
"The constriction in oil availability will not hit all oil sector shares the same way. There are four overriding elements in what is coming." - 04/23/2012
The Permian Basin Oil Play Unleashed
"The Permian is bursting with new resource plays—what's old is not only new again, but pistol hot." - 04/23/2012
Earnings Incoming, Strap In
"MLP performance was varied this week, but the large caps did very well, so the MLP index was up 1.8%, slowly gaining on the S&P 500." - 04/22/2012
Nixon, Gold and Oil
"For the very first time in our history, all money, all currencies, are now fiat. The U.S. dollar used to be gold backed and it was the rock all the world's currencies were anchored to." - 04/19/2012
What the 'Real' Oil:Gas Ratio Says About Natural Gas Stocks
"Intermediate natural gas weighted stocks in Canada are valued higher—sometimes a lot higher—than oil stocks, despite oil being worth 35 times more than gas." - 04/17/2012
The Five Main Obstacles to Energy Policy
"A 'drill, baby, drill' approach will not wean the country from an almost exclusive reliance on traditional energy. Nor is it as simple as passing the magic wand of government subsidies. It most definitely is not going to be business as usual." - 04/16/2012
Election is 'More Heat than Light' on Energy
"Bill White, who served as deputy secretary of energy during the Clinton administration, says the U.S. is on the road to energy independence largely 'due to the industry itself and not the government.'" - 04/16/2012
Natural Gas Companies: A Contrarian Bet on Higher Prices
"With ample stores and cheap prices, natural gas-related equities have taken a beating. While it is always difficult to call a bottom, the tide may be turning for natural gas companies despite the latest data." - 04/13/2012
Can Russia and China Break the Gas Supply Price Deadlock?
"Chinese natural gas demand is expected to continue to strengthen in the next decade, and part of its needs could still be met by Russian imports despite the continued deadlock over a pricing policy." - 04/11/2012
The Keystone Pipeline Fallout: Canada Makes Over a Billion New Friends
"You can forget about energy independence for now. Without Canadian oil, it is nothing but an American pipe dream. In the wake of the Keystone pipeline decision, Canada has decided to play ball with China instead." - 04/11/2012
Sell in May and Go Away?
"Market action in 2012 is saying strongly that would be the wrong track for investors." - 04/11/2012
Why You Should Invest In Natural Gas
"Companies and funds that focus on natural gas producers and extractors stand to gain a fair amount of ground in coming years as pipelines and productions skyrocket." - 04/09/2012
What Lies Ahead: A Perfect European Storm
"The energy component of Europe's economic picture is punctuated by one overarching fact: Oil and natural gas, the two dominant energy flows, must be secured from somewhere else." - 04/06/2012
E&P MLP Acquisition Boom Continues
"I expect MLP M&A activity to continue to be high, as well-capitalized explorers and producers will have the ability to pick up properties." - 04/05/2012
Why Saudi Arabia Is Trying to Talk Down Oil Prices
"The sooner energy consumers realize that the oil reserves are a scarce and depleting resource being carefully managed by producers like Saudi Arabia, the sooner energy consumers will look for different sources of energy. The Saudis don't want oil users looking for other suppliers." - 04/03/2012
Avoid These Energy Sector Investment Traps
"Successful investing is based on comparing good information about hundreds of companies and selecting those that stand out. But comparisons only work when each candidate can be examined across a standard set of parameters." - 04/02/2012
Profit from the High-Liquid Montney Play
"Situated primarily on the Alberta side of the Montney field, Bigstone is drawing attention for its high-liquid content and has attracted small- and mid-cap players." - 03/30/2012
Nat Gas Inventory in Record Territory
"Gas stocks, currently some 59% above the benchmark five-year average levels, are at their highest point for this time of the year, reflecting low demand amid robust onshore output." - 03/30/2012
Oil and Gas: A Tale of Two Prices
"How can the price of oil be declining, yet the price of gasoline remain so high?" - 03/30/2012
The Truth About $6 Gas, $200 Oil and the Quest for Energy Independence
"Current oil supplies already exceed global demand by 1-2 Mmbl/d, but in 'crisis mode,' retail cost is set by the price of the most expensive next available barrel." - 03/29/2012
Crude Supply and Retail Price Not Related: AP
"The conclusion of the AP article is very clear: U.S. production of oil has no impact on the price of retail gasoline in the U.S." - 03/27/2012
How Utilities Are Boosting Natural Gas Prospects
"Low current prices are allowing electricity managers to plan multiyear cost projections. That, in turn, is propelling the intensified replacement of aging capacity with new gas-fueled plants." - 03/26/2012
Oil ETFs with a Twist
"There are a number of other lesser known options that deliver unique ways to bet on energy prices." - 03/26/2012
Poll: Americans Support Hydraulic Fracturing by More than 2-1 Margin
"Nationwide, Americans strongly support more energy development and believe consumers will ultimately benefit." - 03/25/2012
Why the US Desperately Needs an East–West Oil Pipeline
"In the debate over rising gas prices, one largely overlooked issue is the lack of U.S. oil pipeline distribution to the East Coast, where refineries that must import higher-priced Brent crude are being shut down." - 03/21/2012
Perils and Profits in Offshore Drilling
"While presenting the industry with its biggest challenges, deepwater exploration and development yield the greatest potential rewards and healthy profit margins to the oil service companies involved." - 03/20/2012
The German Renewable Revolution
"Germany's decision is already being called the biggest restructuring of the national energy landscape since the end of World War II. The government will initiate a campaign valued at more than $260B to harness wind and solar power." - 03/19/2012
Oil Bull Market Is No Place For MLP ETF Investors
"When oil prices are surging, MLPs do not benefit as much as some of their peers. This is because the oil tends to flow through the pipelines no matter the price of the commodity." - 03/19/2012
PetroDollars: The EU and Canada Making Peace over Oil Sands
"Amid a regulatory and political tangle in the U.S. over the Keystone XL pipeline and heated opposition in Canada to the Northern Gateway pipeline—both crucial to industry hopes of opening new markets for oil sands crude—Canada proclaimed victory in Europe." - 03/19/2012
Profit with Undiscovered Oil and Gas Plays: Josh Young
Some companies in the oil and gas business get more appreciation in the market than they perhaps deserve. Others labor away building their assets and cash flow with little market recognition. In this exclusive interview with The Energy Report, Josh Young, founder and portfolio manager of Young Capital Management, brings us up to date on several of his favorite undervalued plays and talks about his newest discovery, which he believes to be an amazing value. - 03/15/2012
Rising Fuel Costs and the Next Revolution
"Were it not for the current ultra-low natural gas price, rising gasoline and crude oil prices would be crushing the economy." - 03/14/2012
The Challenge of US Energy Self-Sufficiency
"U.S. oil production is rising quickly, more than offsetting the prognostications of an accelerating decline in extraction levels. But it is where this volume is coming from that provides the key to where things are heading in the future: Unconventional sources." - 03/14/2012
The Story Behind US Gas Price Pain
"With production up and demand down, the basics of supply and demand indicate that oil prices should be falling. Americans should be paying less at the pump. What gives?" - 03/13/2012
How To Invest in LNG Shipping
"Operating costs for these ships are as low as $14,000 per day. That's greater than a 90% margin for the best operators! How many companies—or sectors—can boast of that?" - 03/11/2012
Platform Hopping in the North Sea
"The era of North Sea oil is coming to an end, but small companies can maximize extraction potential." - 03/08/2012
What Someone Needs to Ask the Presidential Candidates
"Energy is the catalyst of economic progress in America. What is each candidate's long-term energy plan to provide stability and predictability for Americans' budgets and to maintain economic growth over the next four decades?" - 03/07/2012
Should We Subsidize Natural Gas Engines?
"Clean-burning, abundant, cheap natural gas would be a triple-crown winner for the environment, the economy, and new industries, to say nothing of national energy security with less dependence on the Middle East." - 03/07/2012
Industry's Next Big Thing May Be Small Tweaks
"Presenters at the Houston CERAWeek convention said that small tweaks applied to known areas or current practices are likely to make the biggest impact in years to come." - 03/06/2012
Will Oil Continue Heading Higher?
"While consumers may continue to feel the bite from higher gasoline prices, investors can use these rising prices to their advantage." - 03/06/2012
Dollar and Oil Hold Clues About the Future
"While gold has pulled back sharply, the likely move lower in the coming weeks and months will offer a strong buying opportunity for investors that are patient." - 03/05/2012
Consensus $200 Oil (and That's a Lowball Figure)
"Oil will remain constrained and subject to intense price volatility. The resulting strategy we have constructed to confront these market developments provides significant upside to investors. The further prospects, however, speak of an expanding base of new energy sources, first of all shale." - 03/05/2012
Disclosing More Detail About Fracking Chemicals Might Be Wise
"Matthew Watson, senior energy policy manager for the Environmental Defense Fund, said the industry has made good progress in making information available about frack fluids. But it's not enough." - 03/02/2012
What Powers China
"What does it take keep the world’s largest consumer of energy powered? National Geographic photographer Toby Smith spent two years deep inside of China in search of this answer, and found a country that relies on much more than coal for its energy." - 03/02/2012
Gas Prices Spike: Ease Pump Price Pain with Winning Stocks
"The average price for U.S. gas has climbed more than 10% in just the past two months. This suggests a trajectory that could produce a spike of $0.60/gallon or more by May." - 02/29/2012
Bill Clinton: Build Keystone XL on New Route
"'The extra cost of running it is infinitesimal compared to the revenues' the pipeline could produce, Clinton said today at an energy conference in the Washington suburbs." - 02/29/2012
Cures for the Apathetic Investor
"By investing in a natural resources fund, you'll have access to energy and materials stocks that should profit from rising oil prices." - 02/29/2012
The Strategic Petroleum Reserve Becomes a Political Football (Yet Again)
"At some point, the rise in prices will depress demand. But there is also nothing to prevent this from recurring, in more volatile and frequent cycles. In attempting to offset the effect of oil prices on an economic recovery, the question of whether to tap the SPR may soon be the least of our worries." - 02/27/2012
Oil Prices and Oil Company Profits
"With oil prices rising, we might expect a surge of upward earnings estimates for oil companies, but so far that is not the case. Are analysts implicitly suggesting that oil prices are going to fall back down?" - 02/27/2012
Japan in a Quandary as Iran Tensions Expose Energy Vulnerability
"Japan faces a dilemma. It has to balance its changed energy needs in the aftermath of the Fukushima disaster with the more urgent matter of cutting its imports of Iranian crude oil to avoid being shut out of the U.S. financial system." - 02/27/2012
Long Term, North American Gas Stocks Might Be Worth It
"The recent crop of earnings reports from exploration and production companies indicate long-term promise for the sector." - 02/27/2012
Crude Oil vs. Iran: Who Blinks First?
"Crude oil fundamentals have not changed enough to warrant this spike, but the reality remains that prices get distorted whenever there's a whiff of geopolitical tension." - 02/22/2012
Mailbag: A Timeline for the Natural Gas Revolution
"The U.S. will likely see an increase in solar, wind, geothermal and other 'green' sources. However, these alternative sources are not enough to fully replace such an enormous amount of power. As a result, the country will turn to natural gas to fill the void." - 02/22/2012
Sanctions Noose Tightens Around Iran as Buyers Seek Alternative Oil
"International sanctions aimed at slashing Iran's main economic lifeline, its oil revenues, could have an impact on the country's export volumes well beyond the 500,000 b/d of crude that a European Union ban will displace from July." - 02/22/2012
The Right Way to Find Growth and Value Stocks
"While there are still plenty of them around, it's getting harder to find stocks that fit squarely into both categories." - 02/22/2012
EU Unfazed by Iran Oil Export Halts to UK, France
"Iran's announcement Feb. 19 that it had stopped exporting oil to France and Britain appears to be a largely symbolic move targeting the two strongest advocates of the European Union's ban on Iranian oil imports." - 02/20/2012
The Positive Side of the WTI–Brent Spread
"In the Midwest, refinery capacity has been strained; however, there is a glut of crude coming from Canada, which is creating a discount for these companies." - 02/19/2012
Oil Sands Semantics: I Say Potato, You Say Po-Tar Sands
"The key descriptor falls into two categories: oil sands or tar sands. The former is the term more commonly used among industry types. To use the term 'tar sands' is to evoke the negative, to essentially tar and feather the debate." - 02/18/2012
Study: 'No Evidence of Groundwater Contamination' from Fracking
"A new study from the Energy Institute at the University of Texas at Austin has found 'no evidence' of hydraulic fracturing leading to groundwater contamination, as well as a marked trend of negative, ill-researched media coverage on the topic." - 02/17/2012
Pandas and Pipelines: China Yields Big Deals and Bigger Promises
"Canada's Prime Minister Stephen Harper returns from China with two giant pandas in tow and $3B worth of signed agreements. The Northern Gateway pipeline will most likely tie China to Alberta's oil sands." - 02/15/2012
The Great Energy Reversal
"The U.S. could finally become completely self-sufficient in its energy policy. But it does require that we change the way we approach investing in the energy market." - 02/13/2012
OPEC Cuts Call on Crude to 30.04 MMbl/d
"In its latest monthly oil market report, OPEC trimmed its forecast of the call on OPEC crude for 2012 as a whole to 30.04 MMb/d from the 30.15 MMb/d projected a month ago." - 02/11/2012
Iran Is Now a Full-Blown Crisis; Stage Set for $200 Oil
"As the brinksmanship intensifies, so will the price of crude oil. Tehran, in this dangerous game of international chicken, really only has one card to play—the Strait of Hormuz." - 02/08/2012
Iran Moves to Speed Up Bill Banning Oil Exports to EU
"Members of the Iranian parliament are moving to accelerate a bill that would halt oil exports to the European Union ahead of an EU ban on oil imports from Iran that comes into force on July 1." - 02/07/2012
The Keystone Delay Won't Stop These Canadian Oil Sands Stocks
"While the Keystone Pipeline continues to twist in the wind, investors shouldn't ignore the Canadian energy sector, especially the Athabasca tar sands." - 02/07/2012
Oil and Gas Stock Outlook
"Crude oil's near-term fundamentals remain mixed, to say the least. The long-term outlook for oil, however, remains favorable given the commodity's constrained supply picture and continued strength in the major emerging economies." - 02/07/2012
Energy Investing in an Election Year
"Where are energy issues in the pecking order of the policy debate? If we can figure that out, we can better lay out our investment plans for the year, too." - 02/06/2012
Crude Oil Prices: Traders and Investors Turn to the Dollar and Euro
"There are a host of factors affecting crude oil prices. Lately, though, it boils down to the value of the dollar. The way things are going, that's not good news." - 02/04/2012
New Study: Shale States Weathering Recession Better than Others
"Seven out of the top 10 states surveyed that saw rises in household income during the current recession were states in which oil and natural gas development is a significant contributor to that state’s economy." - 02/02/2012
No Bull: Low Natural Gas Prices Offer Great Opportunity
"As the U.S. begins to export LNG to import facilities around the globe, we're going to see prices of natural gas converge around the globe. As markets open for lower-priced U.S. natural gas, demand for our lower-cost LNG will lead to the balancing of spot prices over time." - 02/01/2012
Iran Sees No Effect on Oil Production from EU Embargo
"Iranian oil minister Rostam Ghasemi said EU countries would not find it easy to secure alternatives to the crude they currently buy from Iran." - 02/01/2012
Why Pipeline Politics in Central Asia Are a Boon for U.S. Investors
"Recent moves by Russia, Iran and especially China have just improved U.S.-based energy prospects. That's why I'm going to focus on one country many people haven't heard much about: Turkmenistan." - 01/30/2012
Congress' Next Bad Idea Would Destroy the Shale Boom
"Last week, six members of Congress, led by Rep. Dennis Kucinich, introduced the 'Gas Price Spike Act.' With concerns over the likelihood of higher gas prices this summer, the bill and its sponsors propose the creation of a 'Reasonable Profits Board' that would control the profits of oil and gas companies." - 01/30/2012
Filling an Energy Order with Chinese Takeouts
"China has been hungry to power its country for more than 1.3B residents, and takeouts of commodity-related companies is one way to fill its tall energy order." - 01/26/2012
Peering Through Exxon's Looking Glass
"The emerging world will push global energy demand 30% higher by 2040, according to ExxonMobil's Outlook for Energy: A View to 2040. The report contains some interesting projections on what may be in store for the energy sector in the coming decades." - 01/25/2012
Iranian Oil Sanctions
"While Tehran expressed displeasure at the EU's latest move through diplomatic channels, the Iranian oil ministry issued its own statement January 24 saying through its official spokesman the sanctions were a 'dangerous game' that the EU would not win." - 01/25/2012
Obama Will Open Federal Public Lands to Natural Gas Exploration
"During his State of the Union Address to a joint session of Congress Tuesday, Obama noted, 'We have a supply of natural gas that can last America nearly 100 years. And my administration will take every possible action to safely develop this energy.'" - 01/25/2012
Will Iran Kill the Petrodollar?
"A major portion of the U.S. dollar's valuation stems from its lock on the oil industry—if that monopoly fades, so too will the value of the dollar." - 01/25/2012
The President's Big Shout Out to Shale
"A two-billion-year-long-no-mention streak finally came to an end, with President Obama devoting a significant segment of his nationally (and internationally) televised address to touting the promise and potential of developing America's enormous natural gas resources." - 01/25/2012
India to Buy Iranian Oil with Gold; China May Follow
"India has reportedly agreed to pay Tehran in gold for the oil it buys, in a move aimed at avoiding U.S. sanctions that target countries that trade with Iran. China, the number one buyer of Iranian oil, may follow India's lead." - 01/24/2012
It May Take a Dragon to Breathe Fire into Markets
"China's rapid growth has made a powerful case for commodities over the past several years. Once the country shifted from exporting to importing an energy commodity, there was no looking back." - 01/23/2012
It May Take a Dragon to Breathe Fire into Markets
"China's rapid growth has made a powerful case for commodities over the past several years. Once the country shifted from exporting to importing a commodity, there was no looking back." - 01/23/2012
Obama's Rejection of the Keystone XL Oil Pipeline Is Pure Politics
"Most experts believe the Keystone oil pipeline will eventually get built, but in the meantime, President Obama's decision gives both Republicans and Democrats raw material for 2012 campaign speeches." - 01/19/2012
Don't Frack Me Up
"To many walking the planet, fracking has a seriously bad reputation. Thanks to hyperbole and misinformation, fracking opponents have convinced a lot of people that the operators who drill and then hydraulically fracture underground rock layers thumb their noses at and even hate the environment." - 01/19/2012
US Must Change Policies to Take Full Advantage of 'Energy Bonanza': Mulva
"The US must adopt new policies if it is to take full advantage of the potential 'energy bonanza' resulting from advances in unconventional oil and natural gas production, ConocoPhillips Chairman and CEO James Mulva said Wednesday." - 01/18/2012
2012 Natural Gas Price Forecast: Why to Avoid the 'Widow Maker'
"Natural gas has collapsed in price instead of climbing during the peak winter cold months, but this price drop has more to do with U.S. production rising on a year-over-year basis than it does the weather." - 01/16/2012
Small Shale Oil Companies Make Prime Takeover Targets
"Small oil companies have become attractive takeover targets because they have something that oil majors like Exxon and Chevron want—expertise in the hydraulic fracking and horizontal drilling methods to extract oil from North America's vast shale reserves." - 01/12/2012
India: Land of Energy Opportunity
"To electrify all those houses, power the industries that keep all those people employed and fuel the vehicles that more and more Indians own, India's energy needs are shooting skyward." - 01/11/2012
Watch It Now: Kent Discusses a High-Stakes Game in Iranian Oil
"In his interview with Fox News, Kent Moors explains how geopolitical events are 'the great outlier' in terms of influencing energy prices." - 01/11/2012
Look for End of Debt Supercycle: Thoughts from the U.S. Global Investors 2012 Forecast
What do investors need to be watching out for in 2012? More Eurozone drama? Record gold highs? A hard landing in China? The U.S. Global Investors team addressed these questions with Endgame: The End of the Debt Supercycle author John Mauldin in a Jan. 5 Outlook 2012 webinar. The Streetwise Reports editors highlight some of the expert insights. - 01/09/2012
A Big Round of Energy Sector M&A is Coming
"In 2011, we saw signs of renewed activity in mergers and acquisitions among energy companies. This was especially noticeable with oil, gas and midstream providers. Still, what happened last year is nothing compared to what is coming in 2012." - 01/09/2012
Could Oil Prices Intensify a Pending S&P500 Selloff?
"Sentiment numbers were released that confirmed that market participants were becoming more and more bullish as prices in the S&P 500 edged higher." - 01/09/2012
Will Natural Gas Rebound This Year?
"Low-cost producers will get the best results when natural gas finally rallies and will stay afloat the longest if prices stay low." - 01/05/2012
Energy Stocks Gushing with Growth
"2011 was a tough year for many of the energy stocks, especially the smaller explorers. Are exploration stocks about to bust out of the doghouse?" - 01/05/2012
Case for Sustained $100 Oil
"Last year's unrest demonstrated how major oil-producing regions can significantly affect oil prices. The story is likely to continue into the new year." - 01/04/2012
Oil Companies Big Winners as US Becomes Net Exporter of Fuel
"The United States has become a net exporter of fuel for the first time in more than 60 years. That simple fact could drive oil company profits for at least the next decade." - 01/04/2012
Should We Be Worried About Iran?
"If the Iranian government makes good on its recent threats to stop oil shipments through the Strait of Hormuz, oil prices would shoot up within hours and the price of gasoline in the U.S. would rise by $1 a gallon." - 01/03/2012
Natural Gas Q&A: Lies, Damn Lies, and Statistics
"The Energy Information Administration continues to wrestle with the distinction between reserves and extractable reserves." - 01/03/2012
How Qatar and Russia Just Improved Our Liquefied Natural Gas Prospects
"It may not be on some analysts' radars yet, but this event will likely boost natural gas prices in the United States. And that is something we've been waiting to see for quite some time." - 01/02/2012
Another "Peak" Performance
"But if you take a closer look at the arguments that undergird the peak oil philosophy, you find an interesting and underreported aspect that lies at its core: In most cases, these folks don’t actually argue that the world is physically short on oil and natural gas." - 12/30/2011
Maya Crude Output, Frack to the Future and More Damn Statistics
"Having supply available locally does not automatically mean it is the preferred option, especially if the cost of extracting it still exceeds the cost of importing equivalent volume. Security of supply is another matter." - 12/28/2011
Top 10 Commentaries of 2011
"This week I thought we'd take a moment to reflect on the eventful year it's been for natural resources." - 12/28/2011
Investment Forecast: Why 2012 Will Be the Year of the 'Micro Boom'
"These little-known profit machines will separate the winners from the losers in the New Year. The 'Bakken Boom' is unfolding in North Dakota, and profit-seekers are pursuing shale oil." - 12/27/2011
Forget WTI, Play Crude with This Oil ETF
"This type of oil, which is usually extracted from the North Sea, generally trades at a discount to its WTI counterpart." - 12/21/2011
America's Energy Pipeline Dreams
"From the heated nature of the Keystone XL debate, one could be forgiven for thinking that long, high-volume pipelines are something new to America. In truth, there are now over one million kilometers of oil and gas pipelines crisscrossing the United States." - 12/16/2011
The Changing Nature of Global Gas Projects
"The age of 'spot' market prices in the gas sector is rapidly approaching, and it's about to change the way the markets operate for everyone involved. Thus, it's increasingly necessary to estimate worldwide gas prospects in order to determine effective price levels." - 12/14/2011
Gas Prices: Low Enough for Consumers, High Enough for Producers?
"Some experts hold that current prices stimulate production, while others argue that the oil-linked price structure will not survive." - 12/08/2011
If You Invest in Crude Oil, You Need to Know This
"A massive spike in crude oil prices may be on the way; the news from the Mideast is not good. It is no longer a question of when we put our crosshairs on the back of Iran's head. We are already at war." - 12/08/2011
Get Long on Bakken Oil Stocks: Same Day, Different Year. . .Same Fight
"Old industrial and agricultural states like Pennsylvania, Ohio and North Dakota are seeing their populations swell because of oil and natural gas drilling." - 12/07/2011
Oil Producers Keen to Defend Crude Price
"We could see oil prices continue at their current levels despite a weaker global economy and softening demand for oil." - 12/05/2011
Power Politics and the Price of Oil
"Political decisions continue to have a major influence even when the primary purpose of an action, an election, or a sanction has nothing directly to do with the global price of oil." - 12/05/2011
A Crude Awakening
"The combination of the most rapid global monetary expansion in peace-time history and soaring oil prices is an inflationary disaster in the making." - 11/30/2011
Top-Rated Energy Investing Advice Revisited
'Tis the season to count our blessings. At The Energy Report, we are grateful for all the distinguished experts who share their sage advice on the oil, gas, MLP, uranium and alternative energy investing sector day in and day out. To thank you, our dedicated readers, we are sharing some of the most-read insights published here in the last year. We appreciate your support and look forward to navigating the ups and downs of the energy market together in the coming years. - 11/22/2011
When Flat Feels Great
"MLPs shook off the largest equity issuance week of all time last week and managed to finish 0.8% higher." - 11/22/2011
Natural Gas Storage at New High
"The current storage level—at 3.85 trillion cubic feet (Tcf)—is at an all-time high, eclipsing the previous record of 3.84 Tcf reached last November." - 11/21/2011
Is It a Good Time to Invest in Pipeline Companies?
"The entire existence of these companies is premised upon their pipelines, so not surprisingly it's their assets we investigate first." - 11/17/2011
Peak Oil for Dummies
"Peak oil has nothing to do with running out of oil; it is the "easy to get to" oil is gone." - 11/16/2011
The Many Factors Fueling a Return to $100 Oil
- 11/15/2011
How to Trade Oil ETFs When $100/bbl Is Reached
"Oil was once the commodity to trade. Now the market is more metals-focused. But even if a commodity is not under the direct spotlight, you can still trade it—and profit." - 11/15/2011
The Many Factors Fueling a Return to $100 Oil
"What is driving this increase? The emerging-market transportation sector." - 11/15/2011
Sobering Outlook from the IEA
"World energy demand is projected to increase by one-third between 2010–2035, with energy-related CO2 emissions increasing 20%." - 11/15/2011
Keystone XL Pipeline Opportunities
"Although we know that the pipeline is going to happen, the delay looks like it's now causing a rush on a few producers in the Bakken and Fort McMurray regions." - 11/15/2011
Why the Oil VIX is Broken (and How to Profit Anyway)
"The oil market we're now facing is fundamentally different from the one we encountered a year ago. It requires a fundamentally different approach." - 11/14/2011
Double Your Profits in the New Age of Natural Gas
"LNG is a major remedy for the accelerating glut of American and Canadian unconventional natural gas production, which runs the risk of oversaturating the market and depressing prices." - 11/10/2011
How to Bet on Oil Prices in 2012
"Higher costs mean higher prices. And the poorer the quality the world adds to the mix, the more it will cost." - 11/10/2011
Venezuela Oil: The World's Largest Reserves
"Two months ago the Organization of the Petroleum Exporting Countries (OPEC) declared Venezuela to have the world's largest oil reserves, estimated at 296.5 billion barrels, exceeding even Saudi Arabia." - 11/10/2011
Buy Into the 20-Year Bakken Boom
"We're talking about an oil-rich behemoth that holds more oil than Prudhoe Bay on the North Slope of Alaska. . ." - 11/10/2011
Approval of Keystone Pipeline Will Pump Profits from Canadian Oil Sands
"The Canadian oil sands already produce 1 million barrels of oil a day, making it the largest single source of oil to the United States. Production is expected to increase to 4 MMbpd within the next 10 years, which would put Canada among the world's top oil producers." - 11/08/2011
Your Gas Profits Are Hiding in Plain Sight
"This asset has been under such heavy scrutiny, it's the first thing investors overlook. In fact, it's been nearly a decade since we've seen this particular commodity this cheap!" - 11/08/2011
Will the U.S. Become the World's Largest Oil Producer?
"Regardless of what U.S. oil production is predicted to reach within the next decade, it is clear that the country will be one of the largest producers of oil in the world for years to come." - 11/08/2011
The Two Best Investments in U.S. Oil Security
"Canada is easily our largest source for oil, shipping us more than 2.6 million barrels every day." - 11/01/2011
The Narrowing Spread Means Higher Crude
"The key to redressing the price imbalance may not be in the market dynamics at all, but in the way some traders have been playing them." - 11/01/2011
Chris Martenson: Peak Oil Could Limit Economic Growth
Exponential debt increases coupled with limited natural resources mean that we are in a predicament. This is the message The Crash Course Author Chris Martenson delivered at the Casey Research/Sprott Inc. summit, "When Money Dies." As an economic researcher, Chris considers the "Three E's" that shape our future: Economy, Energy and the Environment. In the below presentation, "Unfixable," Chris explains to Energy Report readers why these indicators suggest a global economic slowdown. Read on. - 10/31/2011
Do Bullish Investors Have an Ace in the Hole?
"You may not be able to count cards at the blackjack table, but counting historical trends of the stock market and discovering inflection points are not only legal strategies, they are essential to successful investing." - 10/27/2011
A Guide to Econ Reports This Week
"Despite earlier fears that we were falling back into a double dip, it now looks like growth will come in much better than the very anemic 1.3% rate of the second quarter." - 10/26/2011
An Unlikely New Supporter for Alternative Energy
"With the Obama Administration emphasizing a move to alternative and renewable fuel sources, the military is on board. Well, sort of." - 10/25/2011
Marcellus Stocks with a Kick
"As we expected, the report highlighted the importance of these shale oil and gas basins to our future energy production. Make no mistake—they will play a critical role. . ." - 10/25/2011
LPs Streaking Higher on M&A Deals
"For the week, the MLP Index was up 2.4%, and is on a streak of 10 straight positive days. MLPs have now bounced 10.4% off the October 4th close." - 10/25/2011
How to Trade Gold and Oil Prices This Coming Week
"The recent light volume rallies that have taken place in gold, oil and equities have been generating mixed signals for technical analysts." - 10/24/2011
Oil & Gas Stock Outlook
"Crude oil's near-term fundamentals remain patchy, but long-term outlook remains favorable with a constrained supply picture." - 10/20/2011
Buyouts Crystallize Value in the Market
"There's value in the energy and mining spaces. That's the message the market is sending through recent strategic acquisitions." - 10/18/2011
Oil, the Dollar and the Trade Deficit
"Of the total goods deficit of $61.42B, 42.4% is due to our oil addiction." - 10/18/2011
Energy and Materials Will Ride High This Earnings Season. . .but 2012 is Another Story
"The stream of positive earnings reports should push markets higher, but anemic U.S. recovery and European debt have lowered 2012 guidance." - 10/18/2011
Oil: The New Financial Product
"Investment banks that now dominate trading have created a massive new market of buyers." - 10/18/2011
Historic Value in Energy Stocks
"Energy stocks are currently trading at historically low valuations. That provides a unique buying opportunity for anyone bullish on energy." - 10/11/2011
How OFS Stocks Predict the Oil Market
"Before the volume comes out of the ground, someone has to provide the exploratory, development, infrastructure, construction and drilling support. That's why better OFS performance always precedes better performance by oil and gas producers." - 10/11/2011
Amine Bouchentouf: Offshore Oil Key to Future Supplies
Despite the risks and unfavorable public opinion associated with offshore drilling, the truth remains that the keys to unlock the planet's vast remaining oil resources lie beneath ocean floors, in places like the Gulf of Mexico, Brazil and even the Arctic. In this exclusive interview with The Energy Report, noted commodities expert Amine Bouchentouf tells us why he likes the prospects for oil explorers and producers and how the potash business is fueling food production for a growing world. - 10/06/2011
Oil Exploration in Nunavut
"Interest in the Arctic, granddaddy of all untapped oil reserves, has peaked as 'easy' oil has proven harder and harder to come by." - 10/06/2011
Natural Gas Supply Keeps Growing
"Stockpile increases are rapidly outpacing last year's buildup due to robust production." - 10/04/2011
U.S. Oil Boom
"Global oil demand is up nearly 50% in the last 25 years. Regardless of economy conditions, consumption will continue to rise." - 10/04/2011
Moral Victory: MLPs Outerperform in Q311
"MLPs are doing significantly better than the equity indexes, but as the saying goes, you can't eat relative performance." - 10/04/2011
Energy Market Fall Update
"The oil and gas sector faces significant challenges, but there are many reasons for optimism among junior explorers and producers." - 09/29/2011
States Push Hydrofracking Disclosures
"Though disclosures guidelines vary from state-to-state, the main thrust of all the regulatory initiatives has been essentially the same—greater transparency." - 09/27/2011
Fun with Correlation and MLPs
"The MLP sector is generally more inefficient than the broader market and provides more opportunities for the active manager." - 09/27/2011
Goldman Sachs Says Oil Prices Will Soar to $130 in 12 Months. . .We Told You That Weeks Ago
"Oil-related stocks—and energy investments in general—are 'must have' portfolio holdings. . .but how do you play them?" - 09/27/2011
Oil Field Services Shine
"Squeezing the last practical drop out of existing fields also becomes more important. In other words, the oil service intensity of oil exploration and production is rising." - 09/27/2011
The Power Sector Shakeup
"There is a revolution unfolding in the generation of electricity. As it unfolds, it will also change the world of investing." - 09/27/2011
Oil up 4.5% on Hope for Europe Debt Deal
"Investors are encouraged that another recession can be avoided and demand for energy products will improve if Greece does not default." - 09/27/2011
EU Ban Forces Syria to Cut Oil Production
"Industry executives and oil traders said the country had been unable to attract buyers despite offering discounts." - 09/26/2011
Oil Falls Sharply on Global Economic Worries
"Oil has dropped 29% since April, and the Fed gave little comfort following its two-day meeting this week." - 09/22/2011
Natural Gas Prices to Surge 71%
"LNG prices could jump as Japan and China fight for the resource and India builds out its massive power infrastructure projects." - 09/21/2011
How High Oil Prices Will Fuel Europe's Next Economic Crunch
"As the price of oil increases, the price of natural gas increases right along with it." - 09/21/2011
Falling Oil Prices: Worrying Trend or Saving Grace?
"When oil prices stay too high for too long, they choke out economic growth." - 09/20/2011
The Polish Energy Revolution Begins
"Visiting the first advanced drilling site in eastern Poland, Prime Minister Donald Tusk committed the country to extracting shale gas beginning in 2014." - 09/20/2011
Nat Gas-to-Liquids Coming to U.S.
"This may be the start of a major movement to substitute domestic natural gas for imported crude. The investment implications are enormous." - 09/20/2011
U.S. Oil and Gas Renaissance: These States Aren't Suffering
"With the era of cheap oil coming to an end, North American oil and gas production has nowhere to go but up." - 09/20/2011
Oil Futures Inch Higher
"Oil futures reversed a two-day losing streak following a recovery in U.S. equities and the euro." - 09/20/2011
There Will Be Oil
"For decades, advocates of 'peak oil' have been predicting a crisis in energy supplies. They've been wrong at every turn." - 09/19/2011
World Oil Use Seen Surging 27% by 2035
"Proposed rules requiring automakers to improve fuel efficiency in the United States were not factored into the forecast." - 09/19/2011
Traders Split on Knife-Edge Oil Outlook
"Hedge funds expect a drop, while most physical traders are betting on rising prices. The battle is changing the oil market's structure." - 09/15/2011
"Time Machine" Will Test Effects of Fracking
"The unique centrifuge takes clay samples from the walls of underground aquifers and subjects them to extreme pressure." - 09/14/2011
The Natural Gas Oversupply and How to Play It
"The cleanest-burning fossil fuel, natural gas should continue to win market share, despite its current depressed level." - 09/14/2011
Oil Prices Caught Between Two Trends
"Europe faces debt problems that could slow its economy, while developing nations are on track to boost oil demand to a record." - 09/13/2011
U.S. Behind on Offshore Drilling Plan
"The five-year outer continental shelf plan is 'the bible' for planning offshore investments." - 09/13/2011
A Warning for Poland's Shale Gas Developers
"Authorities must weigh potential economic benefits and problems, but the U.S. hasn't figured out all the answers to these questions either." - 09/13/2011
S. Africa Awaits Shale Gas Assessment Outcome
"South Africa's Department of Energy Deputy Director says the nation has very limited gas reserves." - 09/08/2011
Crude Climbs on Inventory Drop
"Oil inventories fell more than expected last week, due largely to storm-related disruptions." - 09/08/2011
Op Ed: O&G Industry Is an Economic Lifeline
"Independent oil companies, not big oil, are leading the way in job creation." - 09/08/2011
A Tale of Two Oils
"In the past, the Brent and crude prices were almost the same. The current price disparity affects both consumers and oil producers." - 09/08/2011
Want Jobs? Let Us Drill, Industry Says
"With looser restrictions, the industry says it could deliver 1.4 million new jobs, boost tax rolls by $800B and increase domestic energy production almost 50%." - 09/07/2011
Setting the Speed Limit for Oil
"The question for energy bulls is whether $90 is now as good as it gets." - 09/07/2011
Tar Sands Oil Will Reach U.S. Sans Pipeline
"Study says Canadian oil will make its way to U.S. refineries by rail, barge or trucks." - 09/07/2011
Greece Opens New Round of Geothermal Bidding
"Greece opened bidding for geothermal exploration as it seeks to become an exporter of renewable power." - 09/07/2011
EU Seeks Power to Block Bilateral Energy Deals
"In light of Russia's new gas pipeline, the EU aims to curb oil and gas exporters' power." - 09/07/2011
Rick Rule: Supply Decrease + Demand Increase = Explosive Oil Upside
Global Resource Investments Founder and Chairman Rick Rule is a self-described energy bull. In this special Energy Report from his latest web broadcast, he highlights the global macro-trends that will drive energy prices—oil, natural gas, uranium and alternative energy—way up in the coming years. - 09/06/2011
Deficit Panel May Aim at Oil Tax Breaks
"A big question is whether the panel will embark on a broad rewrite of the tax code, with a lower corporate tax rate in exchange." - 09/06/2011
The Black Monday the Public Doesn't Know About
"We will need to see some resolutions in Euro-land before gold will trade lower or sideways." - 09/05/2011
Kuwait, Saudi Boosted Oil Output to Ease Prices
"'Without this measure, oil prices would have shot above current levels causing a global crisis and contributing to a recession in the global economy.'" - 09/04/2011
Trading Oil's Trends
"This week, the overall market is leaning towards lower prices. All bounces in the oil price should be considered shorting opportunities." - 09/01/2011
Oil Trades Near One-Month High
"U.S. manufacturing unexpectedly grew last month and jobless claims decreased, bolstering hopes for the world's biggest crude consumer." - 09/01/2011
How Much U.S. Shale Gas Is There, Really?
"It appears there are more than enough recoverable resources in the Marcellus to meet foreseeable demand." - 08/31/2011
Natural Gas Marches On
"An expanding natural gas refueling infrastructure coupled with the decreasing incremental cost to convert could jump-start the natural gas vehicle industry." - 08/31/2011
Earthquakes, Hurricanes and. . .Shale?
"The U.S. Geological Survey announced has increased its estimates of Marcellus Shale natural gas deposits to a staggering 84 trillion cubic feet." - 08/31/2011
Oil Stocks and Relative Strength: What to Look For
"Certain stocks will perform better than index benchmarks and others will perform worse. By using both oil and stock indexes we can improve our chances of picking quality stocks." - 08/30/2011
Natural Gas Stocks Expand In Line
"The U.S. Energy Department's weekly inventory release showed an in-line build-up in natural gas supplies." - 08/30/2011
Western Majors to Get First Crack at Libyan Oil
"Countries that supported Gadhafi's overthrow will likely be first in line for post-war Libyan oil production, while those that sat on the sidelines may miss out." - 08/30/2011
Fracking Is Here to Stay
"Even by ultra-conservative reckonings, there's still up to 109 years of production remaining." - 08/30/2011
The Perils of Moving from Oil to Synthetic Fuel for Vehicles
"What's happening in Uzbekistan right now has great relevance for the rest of us—especially when it comes to how we power our vehicles." - 08/29/2011
Unleashing Energy and Jobs
"Forget what you thought you knew about the oil and gas industry. In the U.S., it's the independents that are doing the heavy lifting." - 08/29/2011
Alberta Makes Concessions to Oil-Sand Producers in Parks Plan
"Final version of the conservation plan for the oil-sands region achieves 'balance between the environment, development and the community aspect of living and working in Alberta.'" - 08/29/2011
Crude Gains as Market Hopes for Fed Action
"Stock and commodity markets hope that the Federal Reserve will signal a new round of stimulus measures Friday." - 08/25/2011
Risk-On Trades Are Back
"The overall market seems to be entering a pivot point. It's likely that another big move is brewing." - 08/25/2011
Libya to Honor All Legal Oil Deals: Jehani
"Reconstruction efforts to bring oil and other industrial infrastructure back to normal would take at least nine months." - 08/24/2011
Oil Trade Links to Syria Cut Ahead of Embargo
"Industry executives said that several traders and foreign oil companies had over the past few days quietly stopped dealing with Syria." - 08/24/2011
Oil Trade Links to Syria Cut
"The world's largest oil traders and international oil companies are severing their trade links with Syria as the EU prepares to impose an oil embargo." - 08/24/2011
U.S. to Slash Marcellus Shale Gas Estimate 80%
"The revised estimates are likely to spur a debate over industry projections of the potential value of shale gas." - 08/23/2011
What's Next for Oil
"Oil drifted higher into resistance with declining volume before a sharp pullback on heavy volume. It may be forming a base that would act as a launch pad for higher prices in coming weeks." - 08/22/2011
The Libyan Factor
"Now that Muammar Gaddafi is about to be toppled from power, oil majors are poised to stream back into Libya. The great unknown is how long it will take to ramp up production to pre-crisis levels." - 08/22/2011
Oil Retreat a Key Positive
"The resumption of Libyan crude oil exports will be a significant net positive for the global economy, and stocks will likely get a lift." - 08/22/2011
Why Oil Prices Won't Stay Down for Long
"Energy is one of the most highly leveraged and most liquid trading vehicles on the planet. Longer-term, demand is still going up and $120 per barrel oil is our next stop." - 08/22/2011
Two Easy Ways to Save Your Wealth from 1970s-Style Stagflation
"Although '70s-style sluggish growth and rising prices are already here, we now have a couple of tools to help fend off the worst effects of stagflation." - 08/18/2011
The (New) Truth About Oil
"Oil supply has been determined globally for some time, but with emerging economies now calling the shots in oil demand, this is now—officially—a global market." - 08/18/2011
How to Find Energy Company Value in a Schizophrenic Market
"Markets will find equilibrium, although the balance resulting will be less secure and subject to more rapid spikes in instability. But until the sector finds its feet, select individual companies to invest in." - 08/16/2011
Obama Frack Panel to Weigh Link Between Drilling and Health
"Commission to review available information on the relationship between shale drilling and health." - 08/16/2011
Natural Gas Builds, but Slowly
"Production and stock performance factors cut into the U.S. supply overhang, creating an inventory deficit after erasing a hefty surplus over last year's level." - 08/15/2011
China's Appetite for Oil Imports Increases
"China's dependence on imported oil grew to 55.2%. Its growing need for imported oil poses a threat to the country's energy security, analysts say." - 08/15/2011
Sector Snap: Energy
"Oil jumped to the highest level in more than a week." - 08/15/2011
Gov't Panel: Fracking Chemicals Should Be Revealed
"There's little risk that the chemicals injected thousands of feet underground will ever reach shallow drinking water aquifers." - 08/15/2011
Canadian Natural Gas Stocks: Intriguing Plays in a Divided Market
"August is one of the best months to buy natural gas stocks; Canadian juniors and intermediates are making good cash flow." - 08/11/2011
Oil Rises on Encouraging U.S. Jobs Report
"Oil prices rose after positive news about the jobs market." - 08/11/2011
A Must-Read Report on Shale Gas
"Natural Gas Subcommittee notes that opponents' arguments often lack supporting data, do not directly relate to shale drilling 'per se.'" - 08/11/2011
U.S. Reviews Alaska's Oil and Gas Reserves
"The U.S. must consider a wise approach to tapping into the vast oil and natural gas resources in Alaska, the U.S. interior secretary said." - 08/10/2011
Meet LNG Opportunities in Australia
"Australia is the fourth-largest LNG producer in the world, making up 9% of the global LNG output shipped to Asia." - 08/10/2011
Oil Prices Slump on Demand Fears
"World oil prices hit multi-month lows as traders eyed the prospect of slowing energy demand." - 08/09/2011
Obama Backs More Alaska Oil Drilling
"President says, 'Let's take a look at what's up there and see what we can develop,' but any Arctic oil development must be done carefully." - 08/09/2011
Flooding Danger to Oil, Gas Pipelines?
"Officials are warning pipeline operations along the Missouri River of scouring danger." - 08/08/2011
Obama May Seek to Reduce Truck Emissions 20%
"The efficiency goals should help trucks improve fuel use to 7 or 7 1/2 miles per gallon by 2018." - 08/08/2011
The EPA Proposes New Drilling Regulations
"This is one more aspect to watch in selecting the best moves to make in a sector that's rapidly shaking out." - 08/04/2011
Oil Traders Ask, 'What Glut?'
"Oil inventories in the Midwest and Cushing, Oklahoma, fell to their lowest this year. Midwest stocks are now lower than they were a year ago." - 08/04/2011
NY Fracking Lawsuit Barred by Law, U.S. Says
"The U.S. government will ask a judge to dismiss a New York lawsuit that seeks a fuller environmental review of natural-gas extraction." - 08/03/2011
High Energy Prices Ensure Strong Q2 Results
"Results from oil majors showed a flurry of telephone-style profits and a sector in rude financial health despite some underlying anxiety." - 08/03/2011
U.S. Dependence on Petroleum Imports Is Falling
"The U.S. once imported two-thirds of what the country's refineries needed. In 2010, imports fell to 49%. What happened?" - 08/03/2011
Tokyo Looks to Build Natural Gas Power Plant
"The Tokyo Metropolitan Government wants to build a natural gas-fueled plant that can generate equivalent electricity to one nuclear reactor." - 08/03/2011
The Heat Is on Private Gas Well Owners
"A permanent plug may be the fate of thousands private natural gas wells still in use across southwestern Ontario, an end to a historic free ride amid fluctuating oil and power prices." - 08/02/2011
Oil Swerves Between Small Gains and Losses
"Crude oil futures alternated between edging higher and inching down as the U.S. debt deal cleared its first legislative hurdle." - 08/02/2011
Profit from Oil's Seasonal Low
"The usual summertime correction in oil prices is now setting up risk-controlled buying opportunities for stocks and ETFs." - 08/02/2011
Oil in the Family
"One of five offshore inspectors were recused from duties due to personal ties. Where will the industry turn to find experienced employees?" - 08/02/2011
Jordan Looking at All Energy Options
"Jordanian officials said they are looking at all of their options in response to attacks on Egyptian natural gas networks." - 08/02/2011
Indonesia Offers Nine CBM Blocks, One Oil and Gas Block
"The Indonesian government has invited bids for nine coal-bed methane blocks and one oil and gas block." - 08/01/2011
Oil Breaks to Be Tax Targets for New Committee
"The next deficit-reduction talks to raise taxes for oil companies will face opposition from Republicans who have the procedural power to stop them." - 08/01/2011
Equities Are Hit with Panic Selling, What Does It Mean?
"We are in for some choppy price action, but the odds are pointing to higher prices for both stocks and commodities." - 07/28/2011
World Gains From U.S. Natural Gas Abundance
"A new study says the U.S. natural gas boom also may help ease energy problems in other parts of the world." - 07/28/2011
Could a Natural Gas Cartel Emerge?
"With oil, the results of global market reactions will soon show up at the corner gas station. Not so with natural gas." - 07/28/2011
Bullish Oil Technicals
"If a bull-market upleg is indeed brewing, speculators and investors alike ought to capitalize on this excellent buying opportunity in oil stocks." - 07/26/2011
Oil Prices Fall on U.S. Default Concerns
"Oil futures sink as the economy continues to show signs of deterioration." - 07/26/2011
U.S. Natural Gas Futures Rise with Temperatures
"Futures fell slightly early Monday but reversed course as traders looked to more heat forecasts supportive of prices." - 07/26/2011
Energy Boom Fuels Hiring
"Oilfield services companies are pushing U.S. energy employment to its highest level in two decades." - 07/26/2011
Will Oil Reach $120 by December?
"Although there have been numerous economic reports to derail oil, the black gold continues to hold firm." - 07/26/2011
Transparent Li-Ion Batteries Make Electricity-Generating Windows Possible
"It is now possible to increase the battery's energy storage without sacrificing its transparency." - 07/26/2011
2011 Halftime Report: Oil Outlook Remains Strong
"Emerging markets are almost entirely the source of this increased demand." - 07/25/2011
China Buys Another Piece of Oil Patch
"China had been content to learn the ropes in Canada, rather than operate the controls—this approach may change." - 07/21/2011
U.S. Panel Backs Canadian Oil Pipeline
"Committee advocated supporting a democratic ally rather than sourcing oil 'from Hugo Chavez in Venezuela.'" - 07/21/2011
U.S. Judge Puts Brakes on Oil Sands Gear
"A controversial plan to transport oil sands equipment using scenic U.S. highways has hit another roadblock." - 07/20/2011
Crude Gains as Greek Outlook Brightens
"A weaker dollar helped oil prices advance, as the outlook for another bailout for Greece brightened." - 07/19/2011
Nigeria Now OPEC's Second-Largest Exporter
"Energy companies in Nigeria stepped up oil output following a government amnesty, trumping Iran's number-two spot." - 07/18/2011
Germany Has No Plans to Sell More Oil
"Germany is one of 12 countries that made oil stockpiles available in the IEA program." - 07/18/2011
Shale Gas Isn't Actually Evil
"It isn't that the gas producers need our sympathy; it's that we're in need of their product." - 07/18/2011
China Gets Picky
"The age of huge, blind Chinese investments is waning." - 07/18/2011
Oil Dips on Inventory Report
"Oil pares gains on bearish aspects of a weekly inventory report." - 07/14/2011
Pickens vs. Koch in Natural-Gas Feud
"Debate over the Natural Gas Act pits billionaires against one another." - 07/13/2011
Gunmen Blow Up Egypt-Israel Gas Pipeline
"Latest of four such attacks this year highlights authority/citizen tensions." - 07/13/2011
Oil Prices Rebound on Euro Recovery
"A stronger euro and the successful auction of Italian 12-month bills bolstered prices." - 07/12/2011
GAS Futures Rise on U.S. Heat Wave
"Traders bet many Americans will need to stay inside to escape the heat." - 07/12/2011
What's Up (or Down) with the Nat Gas Market?
"The U.S. could easily become a global net exporter of natural gas in the near term." - 07/12/2011
Crude Oil Tops $98
"Crude oil prices topped $98 per barrel as the U.S. added 157,000 jobs in June." - 07/07/2011
Oil Showing Signs of Strength and Higher Prices
"If these resistance levels break, the sky's the limit for the next rally." - 07/07/2011
Get Ready for $150 Oil
"As oil producers' spare capacity declines to worrisome levels, prices could reach new records." - 07/07/2011
Iran, Iraq Solidify Energy Partnership
"Iran aims to boost trade to $10B this year as it looks to strengthen economic ties, especially in the oil sector." - 07/06/2011
Were Markets Tipped to Obama's Tap?
"In retrospect, oil's price move following the Strategic Petroleum Reserve tap is starting to look fishy." - 07/06/2011
Oil Up Past $96 on Higher Price Forecast
"Oil prices bounced back." - 07/05/2011
What's Next for Canada's Oil Sands?
"It's a feast or famine future scenario for Canadian oil sands production." - 07/05/2011
Argentina Has High Hopes for a Shale Payoff
"An oil field called Vaca Muerta—'dead cow' in English—has finally come to life." - 07/05/2011
Oil Rising to Pre-SPR Release Levels
"What's driving the market—fundamentals or pure speculation?" - 06/30/2011
Lawmakers Seek Inquiry of Natural Gas Industry
"The House Committee on Natural Resources hopes to meet in coming weeks as concerns mount on all sides." - 06/29/2011
EIA Chief Defends Nat Gas Production Estimates
"News stories earlier this week questioned the economic viability of the U.S. shale gas development." - 06/29/2011
How Shale Gas May Transform Energy Markets
"Shale resources add more than 40% to the world's gas volume." - 06/28/2011
Nat Gas Drilling Levy on Tap in Pa. House
"Gov. Tom Corbett warned he plans to veto whatever might pass." - 06/28/2011
Secrets Are Scarce in Energy Market
"Did someone leak information before last week's strategic oil release?" - 06/27/2011
Playing Cat and Mouse with Global Oil
"We think one of the best opportunities in the market is in the oil services sector." - 06/27/2011
The Outlook for Natural Gas
"Golden age of natural gas sees stocks with upside around the corner." - 06/23/2011
Oil Interests Tie China to Sudan Leader Bashir
"Sudanese President Bashir, wanted by the International Criminal Court for genocide charges, will visit China confident he won't get arrested." - 06/23/2011
U.S. to Tap Oil Reserves to Boost Supply
"Oil prices dropped nearly 5% in response to the announcement." - 06/23/2011
Sudan to Block Pipes if South Doesn't Pay
"President Bashir says the south can either split its oil revenue with the north, or pay for using the north's oil infrastructure." - 06/22/2011
Gas Industry Cranks Up PR
"The 'Just Beneath the Surface' campaign aims to inform the public and provide transparency around fracking." - 06/22/2011
Russia Soon to Be Europe's #1 Nat Gas Supplier
"Russian producers best Norwegian prices to win the German market." - 06/22/2011
FTC Launches Oil-Trade Probe
Are producers, refiners or traders manipulating oil markets? - 06/21/2011
Oil Prices Rise on Weak Dollar
"A tense market could show bursts of volatility today." - 06/21/2011
Oil Prices Rise on Weak Dollar
"A tense market could show bursts of volatility today." - 06/21/2011
Fracking Disclosure to Rise
"Industry vocally supports increased disclosure bill." - 06/20/2011
Energy's David and Goliath
"Vietnam confronts China over South China Sea energy riches." - 06/16/2011
Russia, China Build Energy Partnership
"The nations form long-term strategic energy partnership." - 06/16/2011
Oil Benchmarks: Widespread Confusion
"For years, prices of WTI and Brent were locked together, but that has changed." - 06/16/2011
Marcellus Shale Bulls
"What's Goldman up to this time, another oil flip?" - 06/16/2011
Pentagon Presents Its First Energy Plan
"Plan aims to benefit both the battlefield and budget-conscious DC." - 06/15/2011
Oil Companies Play Waiting Game on Libyan Crude
"How, with whom will they need to negotiate to revive mass production?" - 06/15/2011
Stocks & Commodity Technical Trading Pt. I
"The summer should be exciting for traders!" - 06/14/2011
The Asia-Canada LNG Connection
"Canada stands poised to become a major source of natural gas for Asia." - 06/14/2011
IEA "Still Assessing" Oil Market After OPEC Stalemate
"Executive Director Nobuo Tanaka reiterated that the IEA 'stands ready to act' if the market requires additional oil." - 06/14/2011
Congress Mixed on Cuba's Gulf Drilling
"Only one of the companies lined up to drill near Cuba has U.S. leases." - 06/13/2011
The IEA's Golden Age of Gas
"IEA sees gas comprising more than 25% of global energy demand by 2035." - 06/13/2011
DOE to Hold Meeting on Fracking
"Over 3,000 wells have been drilled in the Marcellus in recent years." - 06/13/2011
Oil Rises as OPEC Maintains Production Level
"OPEC meeting 'one of the worst ever,' said Saudi Oil Minister Ali Naimi." - 06/09/2011
IEA, U.S. Lawmaker Call for OPEC Battle Plan
"Rep. Edward Markey asks Obama administration to tap strategic oil reserves." - 06/08/2011
Russia, Norway Resolve Oil-Rich Barents Sea dispute
"The deal will divide the disputed region into two equal parts." - 06/08/2011
Golden Age for Gas to Benefit Canada
"Latest report represents a major revision in the IEA's energy outlook." - 06/08/2011
Venezuela, Brazil Sign Agreements on Oil and Infrastructure
"Rousseff says Brazil is committed to Venezuelan development of hydroelectric plants and petrochemical projects." - 06/07/2011
U.S. Examines Permits for Offshore Work
"Washington is considering ways to make the offshore approval process easier for the energy sector." - 06/07/2011
Coming Soon to a State Park Near You: Oil Drilling?
"Cash-strapped state parks across the country are exploring some controversial options to stay open this summer." - 06/07/2011
Natural Gas Booming in Asia
"Australia will challenge Qatar as the world's largest LNG exporter." - 06/06/2011
U.S. May Cut Oil Demand View
"The move may be a double-edged sword, stoking OPEC's argument." - 06/06/2011
Africa's Riding the Red Dragon
"China's aim to acquire Africa's, other nations' resources should be on everyone's radar screen." - 06/02/2011
Economists Call for Price on Carbon
"There should be five elements in designing a carbon-pricing mechanism. . ." - 06/01/2011
DRC to Publish Mining, Oil Contracts Online
"DRC mining stakeholders sign code of conduct to increase transparency." - 06/01/2011
Bill Would Allow $500M Emergency Oil Sale
"Obama administration requests sale of $500M oil from U.S. emergency stockpile." - 06/01/2011
Hurricane Could Jolt Oil Markets
"This year's hurricane season could make traders jump." - 06/01/2011
Cuban Oil Find, Drilling Reverberates in Washington
"Oil discovery by a nation still under U.S. embargo will trigger strange political alliances." - 06/01/2011
Europe Expands Nat Gas Market
"LNG market now includes around-the-clock trading and buying and selling in the Dutch market." - 05/31/2011
Saskatchewan Eyes $43B Expansion
"The region's robust potash, uranium and precious metals sectors are poised to benefit." - 05/31/2011
Oil Rises 2%
"A sharp drop in the dollar and pipeline problems in the Midwest fueled oil's rally." - 05/31/2011
Global C02 Emissions Return to Record Highs
"GHG emissions edge close to level that should not be reached until 2020." - 05/31/2011
Op Ed: Marcellus Impact Fee Would Help Communities
"Sen. Scarnati discusses his recently introduced legislation, Senate Bill 1100." - 05/30/2011
Turkmenistan Has World's Second Largest Gas Field
"The isolated republic has sought was to expand its client base beyond its neighbors in Eastern Europe." - 05/26/2011
DOE: Oil and Gas Supplies Grew
"Crude supplies rose by 600,000 barrels to 370.9 million barrels." - 05/26/2011
Oil Drops Below $101
"A weaker dollar failed to compensate for mixed signs over U.S. crude demand." - 05/26/2011
Egypt Increases Domestic Energy Supplies
"The current liquid petroleum gas crisis is 'fabricated.'" - 05/25/2011
UK Panel: No Water Risk from Fracking
"Committee found risks of water contamination were due to issues of well integrity." - 05/25/2011
U.S. Sues Big Oil Traders
"If they're alleging manipulation, the data is pretty dramatic." - 05/25/2011
Pickens Responds to Obama's Nat Gas Fleet Order
"This is the leadership we need on this critically important issue." - 05/25/2011
Gasoline Rises as Goldman, Morgan Increase Oil-Price Forecasts
"Morgan Stanley increased its Brent oil 2011 outlook by 20% to $120 a barrel; Goldman estimated prices would hit $130." - 05/24/2011
Rick Rule: Oil Will Be Major Economic Driver
Global Resource Investments Founder Rick Rule likes to look for unpopular investments because that usually means the prices are cheap. Today, that means oil, natural gas, uranium and geothermal. In this Energy Report exclusive excerpt from his talk at the Casey Research Conference in Baton Rouge, Rule explains the global forces that will lead to big payoffs in undervalued energy stocks. - 05/23/2011
Search for More Oil Creates Scramble in Washington
"Government concern about rising oil prices is intensifying conflicts over how to find new energy supplies." - 05/23/2011
U.S. Approves LNG Export Terminal
"The approval is for the export of LNG from the Sabine Pass terminal in Louisiana." - 05/23/2011
Gas to Fuel Middle Eastern Power Sector for 20 Years
"Natural gas will remain the dominant fuel choice for the power sector." - 05/23/2011
The Fracking Controversy
"While the fracking controversy continues, what the investor needs to do is the same as always: separate the wheat from the chaff." - 05/20/2011
IEA Urges Oil Producers to Lift Output
"There's an urgent need for additional supplies on a more competitive basis." - 05/19/2011
Shale Information Initiative Launched
"Organizers who are native to the regions seek to educate their communities about the resource's potential benefits." - 05/19/2011
Senate Fails to Expand Offshore Drilling
"Poll shows 28% of respondents blame O&G companies for gas-price surge." - 05/19/2011
Senate Rejects GOP Oil Drilling Plan
"...continued partisan stalemate over energy policy rising gas prices." - 05/18/2011
Lower Growth, High Oil Prices Forecast
"Economists' predictions reflect public's jitteriness." - 05/17/2011
Three Reasons to Believe in $100 Oil
"Volatility ahead, but markets may remain volatile in the short term." - 05/16/2011
In Libyan Oil Shipment, Sanctions Prove Dumb
"Speculation abounds in industry that finds ways around sanctions." - 05/16/2011
Proposed Marcellus Shale Production Tax
"Showdown looms over proposal to tax Marcellus Shale drillers." - 05/16/2011
Black Gold
"The future of Kenya is golden. . .or, I should say, black." - 05/16/2011
Big Oil Showdown on Capitol Hill
"Smile, you're testifying on Capitol Hill. . ." - 05/11/2011
Japan Quake May Mean Extra 12 Million Tons of LNG
"Increased buying to compensate for 11 GW of lost generation capacity." - 05/11/2011
Will Europe Embrace Fracking?
"The EIA in April estimated Europe's recoverable resource at 624 Tcf." - 05/11/2011
Oil Prices Pull Back
"Oil dips on CME Group margin hikes for U.S. oil contract positions." - 05/10/2011
Cuba's Oil Hunt Raises Questions for U.S.
"Drilling at BP-reminiscent depths will be done 60 miles off Florida's coast." - 05/09/2011
Don't Turn Out the Lights on Commodities Just Yet
"The party's not over for commodities." - 05/09/2011
U.S. House Panel Asks EPA for Info on Pollution Rules
"Republicans fear regulations are advancing too fast on electricity generators." - 05/09/2011
Jim Rogers Says Oil Prices Will Keep Rising
". . .because the world's oil reserves are shrinking." - 05/05/2011
Dems to Vote on Oil Company Tax-Break Repeal
"Two parties, two very different approaches to the issue of high gas prices." - 05/04/2011
Oil Falls on Stronger Dollar and Supply Forecast
"Long after bin Laden's memorials are read and effigies burned, the Fed's words will be the ones that move oil prices the farthest." - 05/03/2011
Canada Faces Fight over Oil Sands
"Canada's plan to expand its oil exports has been encountering growing resistance from politicians, both at home and south of the border." - 05/02/2011
The Duvernay Shale Gas Play
"Alberta's been a latecomer to the shale-gas game, but that's about to change. . ." - 05/02/2011
Gas Prices and Debt to Dominate Congress in May
"Republicans jockey for expanding offshore drilling, while Democrats push ending billion-dollar tax breaks for major U.S. oil companies." - 05/02/2011
PA State Senate Proposes Impact Fee on Gas Drilling
"An estimated 60% would go to counties and municipalities with deep wells as well as townships near drilling production sites." - 05/02/2011
Will Japan's Crisis Benefit Natural Gas?
"We will, in all probability, become a more gas-centric world." - 05/02/2011
Another Sign QE2 Is Undermining the Economic Recovery
"What has fueled the new bubbles? The Fed!" - 05/02/2011
Oil Rises to 31-Month High
"Oil and gas futures surge as dollar weakens." - 04/28/2011
Marcellus Shale: An Energy Bright Spot
"The commodity boom will create recession-resistant economic strength. . .and it's all thanks to hydraulic fracturing." - 04/28/2011
EPA to Shed Light on Fracturing Rules
"EPA guidance is coming "very shortly," and is meant to clear up rules for natural gas producers." - 04/27/2011
Gasoline Shortage Looms in Russia
"Russian car-owners are seeing petrol stations halt operations across the country." - 04/27/2011
Obama Wants Oil Producers to Boost Output
"His remarks signaled a broad new appeal in the face of skyrocketing U.S. gasoline prices." - 04/27/2011
Reid Eyes End to Big Oil Tax Breaks
"The move could add about $4 billion to U.S. coffers." - 04/27/2011
Fracking: 10 Things Everyone Should Know
"New developments like recycling water ease fears about overuse." - 04/25/2011
More Unions Backing EPA
"The EPA's GHG regulation is good for American industries and jobs." - 04/25/2011
Resistance to Gas Drilling Rises on Unlikely Soil
"Even in Texas, public concern about natural gas drilling is growing." - 04/25/2011
Asia Demands More Energy
"Australia's carbon taxes may put a strain on Asian supply." - 04/25/2011
Oil Profits Likely to Impress
"Booming prices are poised to put a firecracker under Big Oil's Q111 earnings, which should rival the industry's record year of 2008." - 04/25/2011
Crude Oil Holds Steady
"Prices were supported Thursday by the weekly stockpile report." - 04/21/2011
A Trillion Reasons to Bet Big on Nat Gas
"It's time to make your move." - 04/20/2011
Justices Skeptical in Emissions Case
"Supreme Court justices suggested that recent federal action to slow climate change left no room for separate litigation." - 04/20/2011
Gulf Drilling Delays Fail to Stem U.S. Oil Flow
"U.S. oil production set to rise in 2011, despite GOM drilling delays." - 04/20/2011
Libyan Rebel Oil Chief: No Immediate New Oil Sales
"Libyan rebels will not sell any additional oil until production resumes from two key fields." - 04/19/2011
Crude Oil Prices Edge Lower
"Oil dropped under $107/barrel as the People's Bank of China moved to tighten lending." - 04/19/2011
Cuba Explores for Oil as U.S. Watches
"The U.S. and Mexico have been meeting to strengthen drilling standards, but Cuba has not been part of the talks." - 04/18/2011
Energy-Starved Future Looms
"Canada's military drafts four possible scenarios about global energy supplies." - 04/18/2011
Ag Will Have a Role in Growing Alt Energy
"Ag could play a prominent role in U.S. energy production over the next 20 years." - 04/18/2011
Sector Snap: Energy Firms Seen as M&A Targets
"Deals of $8B–$13B could transpire every quarter through year-end 2011." - 04/18/2011
Oil Hits 32-Month High as Middle East Unrest Persists
"For the remainder of 2011, uncertainty is oil's most reliable aspect." - 04/18/2011
Crude Oil Edges Toward $108
"Overbought pressures have been substantially reduced. . ." - 04/14/2011
French Report Backs Shale Gas, Oil Production
"French government explores options for alternative energy sources." - 04/13/2011
Egypt PM Orders Gas Contract Price Review
"Review of all deals could bring additional $3–$4 billion in income for Egypt." - 04/13/2011
Oil Rigs Turned into Artificial Reefs?
"Scientists urge that decommissioned oil rigs be transformed into artificial reefs." - 04/13/2011
Algae Could Replace 17% of U.S. Oil Imports
"Algae can produce 80 times more oil than corn, per hectare." - 04/13/2011
EU Hopes for Emissions Trading Link with California
"EU aims to achieve a global price on carbon with 'linkable, compatible,' systems." - 04/13/2011
Goldman Sachs Signals End of Oil Price Rises
"IEA warns crude is now so expensive it's hitting the global economy." - 04/13/2011
Oil Falls on Signs of Slowing Demand
"Slower demand had led top exporter Saudi Arabia to cut back production and the IEA warned that strong prices could be eroding demand further." - 04/12/2011
Why High Oil Prices Are Likely Here to Stay
"It's not just geopolitics that is threatening global oil production. . ." - 04/12/2011
Australian Releases Offshore Areas for Oil Exploration
"The Australian federal government on Monday released the biggest area in more than a decade for offshore petroleum exploration." - 04/11/2011
Natural Gas Becoming Safe Energy Bet
"The so-called 'technical knockout' may be having its day, as its rival energy sources come under a cloud." - 04/11/2011
Over a Barrel
"OPEC has lost its power to set the oil price and control it. That role has passed to the speculators." - 04/07/2011
Oil Price 'Great Concern' for Economy, Says Chu
"Oil prices vaulted to their highest level since September 2008, stoking concern that higher costs will crimp a 'fragile economic recovery.'" - 04/07/2011
Arab Turmoil to 'Affect Energy Markets for Years'
"Events like the Arab revolutions, Japan's earthquake and tsunami, and other rare, so-called 'black swan' events seem to be on the rise." - 04/06/2011
EIA Report Shows Vast Global Shale Nat' Gas Reserves
"The report estimates 5,760 trillion cubic feet of recoverable gas in the shale-rock formations of 32 different countries." - 04/06/2011
Crude Falls on Strong Dollar but Support Is Firm
"Oil takes a breather after benchmark contracts jumped to fresh two-and-a-half year highs Monday." - 04/05/2011
Support for Gas Industry Gaining Momentum
"Legislation set to be tabled in Congress on April 6 should provide a boost to the gas industry if it passes the House and Senate." - 04/04/2011
Canada Warns EU of Oil Sands Trade Conflict
"The EU wants suppliers to cut carbon footprint of fuels 6% over 10 years." - 04/04/2011
Kuwait to Overhaul Oil Industry
"Nation's plans to boost oil production capacity are in disarray at a time when the OPEC exporter should be reaping huge benefits." - 04/04/2011
Alaska Pushes to Expedite Offshore Drilling
"Gov. Sean Parnell wrote that 'Alaska is the United States' most important and abundant domestic source of future oil and gas.'" - 04/04/2011
Oil Prices Jump Above $106
"USD weakness, turmoil in the Middle East continued to stoke supply concerns. The different approaches to monetary policy could set the stage for a period of prolonged dollar weakness, traders said" - 03/31/2011
Obama's Plan: Reduce U.S. Oil Imports by One-Third
"Obama pledges to accelerate domestic oil and gas production on millions of acres. The president asserted that all forms of power generation must remain under consideration, including nuclear power." - 03/31/2011
High Oil Prices Good for Texas Budget
"State's Rainy Day Fund set to get bigger. A lot bigger." - 03/30/2011
Gulf Oil Spill: BP Execs in Hot Seat
"U.S. authorities consider charging BP managers with manslaughter." - 03/29/2011
Chemists Turn Used Motor Oil into Gas
". . .Beats tossing the oil down the drain." - 03/29/2011
Pirates Hijack Oil Tanker off East Africa
"Oil tankers are gold to Somali pirates seeking ransom." - 03/29/2011
Libyan Rebels Plan to Resume Oil Production
"Rebels have seized several towns with important oil installations." - 03/28/2011
Rick Rule: Silver Linings
If the clouds of crisis enveloping Japan, the Middle East and North Africa hold any silver linings, they may be in the form of opportunity for resource investors, particularly in the uranium, oil, natural gas and alternative energy sectors—at least that's how Rick Rule sees it. The widely known and well-respected founder of Global Resource Investments returned to cyberspace this week for a webcast wherein he explored some of the investment implications of these recent crises. In this Energy Report exclusive, Rick shares his insights and investment ideas. - 03/24/2011
Oil: Above $106 and Rising
"A confluence of war and natural disasters triggers further price rises." - 03/24/2011
Report Calls for Increased Use of Natural Gas
"Increased production has resulted in stable pricing." - 03/23/2011
First Natural Gas Refueling Station Opens in Utah
"Utah Governor stresses that natural gas supplies depend on well access." - 03/23/2011
Petrobras: U.S. Must Strengthen Energy Alliance with Brazil
"President Obama expressed interest in helping Petrobras develop massive reserves." - 03/23/2011
U.S. to Issue More Gulf Drilling Permits
"Some O&G companies have matched safety with increasing risks of deepwater operations." - 03/22/2011
Oil Tops $104 Per Barrel
"Traders continued to focus on a series of international crises that will drive world supply and demand this year." - 03/22/2011
Oil Drilling Strong in Alberta
"Oil and gas drilling in Alberta has its strongest start in four years." - 03/21/2011
Oil Sands: Fueling the Future
"Oil sands' potential is vast and global energy demand is high." - 03/21/2011
Oil's Piracy Premium
"Pirate attacks are on pace to set a nine-year record in 2011." - 03/21/2011
Huge New Shale Oil Plays Around the Globe
"Massive new shale oil plays are being found." - 03/20/2011
House Panel Rejects EPA's Greenhouse Gas Rules
"GOP votes in favor of bill that massively increases U.S. oil dependence." - 03/16/2011
Libya Oil Exports 'May Be Frozen for Months'
"Importers relatively relaxed now, but demand will spike in April." - 03/15/2011
Oil Prices Fall to Lowest Level in Weeks
"Investors worried about diminished demand for oil in Japan." - 03/15/2011
France Halts All Shale Oil, Gas Drilling Until June
"Government awaits study results; public opposition intensifies." - 03/14/2011
Oil's March Madness Gives Refiners a Boost
"Oil supply/demand fundamentals were tightening before Middle East turmoil. - 03/07/2011
EPA Cuts Air Pollution Control Costs in Half
"EPA found low-cost pollution control at more than 200,000 industrial boilers, heaters and incinerators." - 02/23/2011
PG&E May Have Avoided Mandatory Testing Before San Bruno Blast
"Experts say testing would have identified the flawed seam weld that causes the deadly Sept. 9 San Bruno rupture." - 02/21/2011
Bear Season in the S&P 500 and Oil
"Oil prices are hanging onto a key support level by a thread. . ." - 02/14/2011
Hackers in China Hit Western Oil Companies
"McAfee report said attackers stole information on operations, bidding for oil fields and financing." - 02/10/2011
Oil-Drilling Boom Underway
"Drilling activity at an unprecedented pace in Eagle Ford, Bakken and Montney shale formations." - 02/10/2011
Oil Pares Gains on Reports Mubarak Stepping Down
"Prices whiplash on U.S. jobs data, talk of Saudi King's death and Mubarak's resignation." - 02/10/2011
Brawl Looms over Energy Tax Proposal
"White House prepares to release its budget for fiscal 2012 next week." - 02/09/2011
High Altitude Bombing in Oil
"Options trade in USO gives a high probability of success. . ." - 02/09/2011
Shale Gas Moratorium Sought by Quebec Groups
"Quebec is sitting on vast deposits with billions in potential royalties." - 02/07/2011
Oil Shoots Above $103 on Egypt Crisis
"Political crisis erupted in violence, sparking fresh energy concerns." - 02/03/2011
Oil: Into New Frontiers
"The most dynamic companies hold the key to these new hard-to-get reserves." - 01/27/2011
Oil Price Gap Highlights Risks for Oil Sands, Report Says
"Canada's oil sands rely too heavily on the market south of the border." - 01/27/2011
Oil's Drop Is Longest in 9 Weeks
"Inflation bolstered speculation that China will take more steps to cool the economy." - 01/20/2011
Idaho Approves Giant Refinery Shipments
"'Megaloads' stretch nearly the length of a football field." - 01/19/2011
Plan to Export Nat. Gas Stirs up Critics
"Consumers and producers debate over prices, U.S. energy dependence." - 01/18/2011
Crude Falls on Alaska Pipeline Restart
"Production restart dispels concerns about supply disruptions." - 01/18/2011
IEA, OPEC Clash over Oil Output
"IEA accuses Saudi Arabia of stealthily boosting output to cool an oil price rally." - 01/18/2011
Crude Rebounds, Tops $92/Barrel as Dollar Drops
"Brent crude continues its march toward triple digits." - 01/13/2011
Another Alaska Oil Pipeline Shutdown Planned for Leak Repairs
"Workers install new piping to fix a leak that prompted a four-day emergency shutdown." - 01/13/2011
U.S. GAS: Futures Extend Losses on Storage Report
"Report of a slightly smaller-than-expected weekly draw from U.S. gas stockpiles reinforced the view that supplies will be ample to meet winter's heating needs." - 01/13/2011
U.S. Import Prices Jump as Energy Costs Surge
"Inflation may be tame domestically, but overseas price pressures loom." - 01/12/2011
U.S. Allows Some to Resume Gulf Drilling
"Path cleared for 13 firms to resume work on wells already underway." - 01/04/2011
Israel Confirms Major Gas Find
"Leviathan is one of the world's largest offshore gas finds in 10 years." - 12/30/2010
The Best Oil Story of 2010 Just Got Better
"Clearing the air about unconventional oil. . ." - 12/29/2010
Crude Oil Nears 26-Month High
"Oil advanced after MasterCard reported holiday sales rose 5.5%." - 12/28/2010
Iraq's Oil Production Highest in 20 Years
"Oil production exceeded 2.6 Mbpd for the first time in 20 years." - 12/27/2010
Oil Sands to Boom
"Expect a rise in GHG-emitting heavy crude production in N. America." - 12/27/2010
Oil and Gas Assets Flood Market
"World's majors under intense pressure to boost returns for investors." - 12/27/2010
Big Energy Stories of 2010
"Cheap energy is always a key to growth; now, nat gas is the only one." - 12/27/2010
Rick Rule: Caution, Extreme Volatility Ahead
Always well ahead of the pack, legendary investor Rick Rule presages major volatility in the energy markets. "I can guarantee this," he says, "over the next two years, we're going to experience unbelievable volatility." In this Energy Report transcript from his Dec. 3 webcast, Rick dissects the gamut of energies—from fossil to alternative—revealing an interesting paradox that is a "game-changer" for uranium, why he calls alternative energy "the alter ego of rare earths" and an international wild card in oil. Christmas comes early for knowledge-hungry investors, as Rick's altruistic counsel presents nothing short of a gift. To find out how to profit from the coming turbulence, read on. - 12/07/2010
Dave Forest: You Need to Know This About Natural Gas
Shale gas changed everything, according to professional geologist and Pierce Points Newsletter Writer Dave Forest. Using hydraulic fracturing technology, North American gas producers have unlocked trillions of cubic feet of new, unconventional gas reserves from shale over the past decade. So, with all this new supply, why has U.S. gas demand remained relatively flat? What will drive prices higher? In this Energy Report exclusive, Dave reveals that Eagle Ford producers could give their gas away and still make a tidy profit on the shale wells selling nat gas liquids. - 11/11/2010
Rick Rule: Courage of Conviction
Rick Rule has mastered his fear. A renowned resources investment manager, Rick likes underdog sectors that have fallen out of favor with the wider investment world and has the fortitude to hold those stocks through volatility. In this exclusive interview with The Energy Report, Rick explains why he likes the pummeled natural gas sector and why he hopes he loses money on his sizable bullion holding. - 10/26/2010
Rick Rule: Energy Bull
Rick Rule probably could draw an audience if he were talking about the weather, but combine his presence with knowledge, understanding, experience and a track record of success, particularly in the resource arena, and the crowd falls silent. Founder and chairman of Global Resource Investments, Rick recently made himself available for a brain-drain, the foundation of the piece that follows. . . - 03/11/2010
Lula Field Could Turn Brazil into an Oil Superpower
"Deepwater field is 'the biggest oil discovery in the Americas' in 30 years."
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"Natural gas' golden age; stocks with upside are around the corner."
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