Category: Oil Companies
The analysis published under this category are as follows.
Saturday, January 27, 2024
BP Oil Stock Bullish Formation and Its Consequences / Commodities / Oil Companies
By: Submissions
The combination of supports and a candlestick formation encouraged the bulls to fight.How high could stock go?
Last week turned out to be a breakthrough for the bulls. They managed to maintain important support, which attracted buyers to the trading floor and resulted in further positive technical changes. How high can the bulls climb in the following days? You will find the answer to this question in the article below. Have a nice read.
Read full article... Read full article...
Sunday, January 21, 2024
What’s Next for Exxon Mobil? / Companies / Oil Companies
By: Submissions
The sellers hit a fresh multi-week low during yesterday’s session, testing important supports.
Pushing to a New Low
As I mentioned at the beginning, the bears managed to push the price to a new low - to the lowest level since mid-March 2023! What events contributed to this deterioration? What can we expect next week? Answers to these questions you’ll find in today's article. Have a nice read!
Friday, January 15, 2021
The World’s Next Great Onshore Oil Discovery Could Be Here / Companies / Oil Companies
By: OilPrice_Com
...
Thursday, January 14, 2021
Big Oil Missed This, Now It Could Be Worth Billions / Companies / Oil Companies
By: OilPrice_Com
...
Wednesday, January 13, 2021
The Most Important Oil Find Of The Next Decade Could Be Here / Companies / Oil Companies
By: OilPrice_Com
...
Tuesday, January 12, 2021
Is This The Most Exciting Oil Play Of 2021? / Companies / Oil Companies
By: OilPrice_Com
...
Monday, January 11, 2021
The Most Exciting Oil Stock For 2021 / Companies / Oil Companies
By: OilPrice_Com
...
Thursday, May 07, 2020
Oil Investors Are Doomed Even If Crude Oil Prices Recover / Companies / Oil Companies
By: Stephen_McBride
I’m writing this essay because millions of investors are in danger without realizing it.
As you probably know, oil has recently taken an historic nosedive. On April 20, its price crashed from $18 a barrel to -$38, turning negative for the first time on record.
The news has set off an oil buying frenzy among Americans hoping to profit on a rebound.
In a matter of days, United States Oil Fund (USO), America’s most popular oil ETF, has exploded in popularity, as you can see below:
Read full article... Read full article...
Thursday, April 16, 2020
3 Top Oil Stocks to Buy Right Now / Commodities / Oil Companies
By: Sumeet_Manhas
Due to several recent events, including a price war initiated by Russia, the price of oil has declined to record-low levels these past couple of weeks. Subsequently, the price decline resulted in a massive worldwide panic which pushed the price down even further.While the panic might reasonable and based on a real fear of what the situation might lead to, there are still ways that investors can protect their funds. And for those willing to risk a little extra, some investments could even pay off in the short run, especially when investing in stable oil stocks.
Read full article... Read full article...
Saturday, March 21, 2020
Napag and Napag Trading Best Petroleum & Crude Oil Company / Companies / Oil Companies
By: Sumeet_Manhas
These days there are many trading companies that do the business of petroleum products and petroleum through the globe. But not all are good suppliers or rather, in other words, the original supplier of crude oil and refined petroleum products. The one and only Napag and Napag Trading are the one’s which products are in the business of crude oil and refined petroleum products. They are mainly into sourcing, supplying and marketing of crude oil and refined petroleum products. They have been functioning in the market for a long time. The services which they offer to customers are excellent services.
Read full article... Read full article...
Sunday, November 10, 2019
The 10 Highest Paying Jobs In Oil & Gas / Commodities / Oil Companies
By: OilPrice_Com
Make no mistake: Oil and gas companies may be doing some serious cost-cutting and slimming-and-trimming to stay competitive after the shale boom binge, but when it comes to employment, it’s still one of the best industries to hit up for a job.
Jobs are booming, just as much as U.S. oil and gas production is.
US oil production has increased from 11.7 million bpd at the start of 2019 to 12.6 million by the end of October, according to the Energy Information Administration (EIA). Natural gas production has risen as well, to 99.1 Bcf/d at the end of October—95 Bcf/d of which is from dry natural gas—up from 91.3 Bcf/d this time last year for total US natural gas production.
Read full article... Read full article...
Saturday, November 02, 2019
The #1 Reason the World’s Most Powerful Stock Is Crashing / Companies / Oil Companies
By: Stephen_McBride
What’s the greatest company in history?
You could make a strong case for shopping disruptor Amazon (AMZN). Its stock has handed early investors 100,000% gains and counting.
Some will point to phone disruptor Apple (AAPL). It invented the iPhone—the most successful product in history—and was the world’s first trillion-dollar company.
Oil giant ExxonMobil (XOM) has to be in the mix too. While its stock has “only” handed investors 15X their money, Exxon has dominated in energy for half a century.
Thursday, March 28, 2019
The World's Largest Oil Company And Petrochemical Company Merge / Companies / Oil Companies
By: OilPrice_Com
The long awaited Saudi Aramco acquisition of Saudi Basic Industries Corporation (SABIC) is finally here.
With a statement to the press, Aramco CEO Amin Nasser reported that Aramco has acquired a 70 percent stake in SABIC, with an estimated value of $69.1 billion. Aramco's CEO Nasser reiterated that the “deal is a major step in accelerating Saudi Aramco's transformative downstream growth strategy”.
Read full article... Read full article...
Monday, February 11, 2019
BP Cycles and Elliott Wave / Companies / Oil Companies
By: ElliottWaveForecast
Firstly I would like to mention the data I have on the BP stock goes back to around 1968 when prices were ranging around in between 1 & 2 dollars. The stock price rose until the November 2007 highs. There it ended a cycle up from the all time lows. From there a sharp pull back lower in price was seen until the June 2010 lows. The point of this is to point out technically why the stock may see some pain before resuming an uptrend.
Secondly from there the bounce into the January 2011 high effectively ended a pullback cycle. That corrected the move up from the all time lows. From that January 2011 high price appears to have been an Elliott Wave flat structure that subdivides as 3-3-5. This remained above the June 2010 lows and ended on February 11, 2016. That is where the analysis starts on the daily chart shown below.
Read full article... Read full article...
Thursday, November 15, 2018
How NOT to Be Among the MANY Stock Investors Fooled by This Market Myth / Stock-Markets / Oil Companies
By: EWI
October included a market phenomenon that left many economists and commentators scratching their heads.
US stocks and oil prices both dropped simultaneously. In fact, it was the worst month for oil in 2 years and the worst month for S&P 500 in over 7 years.
What was the "phenomenon"? Well, conventional wisdom says that rising oil prices are bearish for stocks. So, how could falling oil prices also be bearish for stocks?
Read full article... Read full article...
Monday, July 09, 2018
BREAKING: New Tech Just Unlocked A Trillion Barrels Of Oil / Commodities / Oil Companies
By: OilPrice_Com
....
Tuesday, May 08, 2018
The Secret Play Earning Oil Investors Billions / Companies / Oil Companies
By: OilPrice_Com
...
Monday, April 16, 2018
How To Profit As Oil Prices Explode / Companies / Oil Companies
By: OilPrice_Com
....
Wednesday, March 14, 2018
Are Energy Sector Stocks Bottoming? / Commodities / Oil Companies
By: The_Gold_Report
Technical analyst Jack Chan charts energy and finds that a tradable bottom is in place.
Read full article... Read full article...
Monday, March 05, 2018
The Biggest Energy Breakthrough Since Fracking / Commodities / Oil Companies
By: OilPrice_Com
...
Friday, February 23, 2018
Why The Next Oil Boom Will Be Fueled By Blockchain / Commodities / Oil Companies
By: OilPrice_Com
Big Oil is due for a disruption.
The world’s most important industry has been carrying on without any significant changes in its day to day routine for far too long.
But now, the new tech on the block has its sights set on the multi-trillion-dollar oil and gas sector.
It’s official: Blockchain technology has infiltrated Big Oil.
The hype behind blockcain has reached a full-blown frenzy. And for good reason.
Read full article... Read full article...
Saturday, January 27, 2018
Resurgent US Oil Industry Priming the Economic Pump / Commodities / Oil Companies
By: Richard_Mills
Crude oil prices dropped from $110 a barrel in the summer of 2014 to about $30 in January 2016. The effect on oil producers and oil-producing countries was dramatic. The Russian ruble plunged, and the Canadian dollar slipped to below 70 cents US for the first time since 2003, kicking the country into recession and snuffing out the oil boom in Alberta. Many foreign companies operating in the high-cost Canadian oil sands pulled up stakes.
Saturday, January 13, 2018
Stock Market Leadership In 2018 To Come From Oil & Gas / Stock-Markets / Oil Companies
By: WMA
The thirty-three (33) Oil & Gas companies of the S&P 500 will lead that important benchmark, maybe not during January, but through 2018 and beyond. The reason is simple. It’s all about revenue, cash flow and earnings growth on account of higher Crude Oil prices, rising to the level where this crucially important industry is now achieving sustainable economics.
The Oil narrative is changing. No longer is the industry full of doom and gloom.
Investors who study a company’s fundamentals before taking positions in stocks got on board early. Trend followers have now gotten the message and are becoming invested. At some point this year, the public will follow. Oil stocks will lead the S&P 500 by the end of 1Q2018.
Read full article... Read full article...
Wednesday, November 22, 2017
Relationship between Crude Oil Price and Oil Stocks / Commodities / Oil Companies
By: Nadia_Simmons
Although verification of the last week breakdown under important resistance line pushed black gold under $56, oil bulls didn’t give up and triggered a pullback. What does it mean for light crude? Will the relationship between crude oil and oil stocks give us more clues about future moves?
Tuesday, November 07, 2017
Why Oil Stocks May Be The Best Way To Profit From The Renewable Energy Revolution / Companies / Oil Companies
By: John_Mauldin
BY PATRICK WATSON : When Europe’s central banks pushed rates below zero, large depositors found themselves paying interest instead of receiving it.
But at the same time, some lucky homeowners found their mortgage payments turn into credits.
The weirdness continues.
Bloomberg recently reported that German power producers would likely be paying customers to use electricity on one weekend.
Read full article... Read full article...
Wednesday, October 11, 2017
The “Amazon Effect” Is Coming To Oil Markets / Commodities / Oil Companies
By: OilPrice_Com
While OPEC mulls over further steps to once again support falling oil prices, tech startups are quietly ushering in a new era in oil and gas: the era of the digital oil field.
Much talk has revolved around how software can completely transform the energy industry, but until recently, it was just talk. Now, things are beginning to change, and some observers, such as Cottonwood Venture Partners’ Mark P. Mills, believe we are on the verge of an oil industry transformation of proportions identical to the transformation that Amazon prompted in retail.
Read full article... Read full article...
Wednesday, October 04, 2017
The Next Big Offshore Oil Boom Is About To Happen Here / Commodities / Oil Companies
By: OilPrice_Com
Say what you will about offshore oil and gas exploration, but it’s still alive and kicking—high production costs and all. The latest demonstration of the viability of deepwater projects, even in the post-2014 oil industry era, comes from none other than Brazil.
On Wednesday, the country’s National Petroleum Agency put 287 oil and gas blocks up for auction, and only 37 found buyers. Too few, it might seem at first. But the proceeds came in at more than US$1.2 billion—a hefty share of this pledged by heavyweight Exxon. The NPA’s expectations for the proceeds were much more modest, at $157 million.
Read full article... Read full article...
Friday, September 01, 2017
Three Oil & Gas Names for Volatile Times in the Energy Sector / Commodities / Oil Companies
By: The_Energy_Report
With oil and gas prices not easy to predict, Samuel Pelaez, chief investment officer and portfolio manager of Galileo Funds, explains the algorithms that track "quantamentals," and discusses several companies that he expects to outperform.
The Energy Report: Sam, you employ what you call "quantamental" models. Would you explain what they are?
Read full article... Read full article...
Tuesday, August 22, 2017
The Bear Market in Oil Sector Continues / Commodities / Oil Companies
By: The_Energy_Report
Technical analyst Jack Chan charts the latest moves in the multiyear bear market in oil and gas.
Read full article... Read full article...
Tuesday, April 04, 2017
What's Next for Crude Oil Stocks? / Commodities / Oil Companies
By: Nadia_Simmons
Without a doubt, the previous week was the best week of 2017 for oil bulls. In that time, the black gold gained 5.48% and invalidated the earlier breakdown under the psychologically important barrier of $50. What happened at the same time with oil stocks? What's next for the XOI? Let's jump right into charts (chart courtesy of http://stockcharts.com) and find out what can we infer from them about future moves.
Let's start today's article with the long-term chart of oil stocks.
Read full article... Read full article...
Wednesday, March 15, 2017
Energy Stocks Preparing a Bounce / Commodities / Oil Companies
By: ElliottWave-Forecast
2016 was a good year for Energy Stocks as Oil & GAS price rose significantly helping the Energy sector to recover from the drop that started since 2014 . However since the recent peak early this year , Oil price stabilised in a tight range and failed to move higher before the recent 9% drop last week in both Brent Crude and West Texas Intermediate .
Monday, March 13, 2017
Crude Oil Prices Volatility May Drive Expanded Stock Market Volatility / Commodities / Oil Companies
By: Chris_Vermeulen
Last weeks move in Crude Oil, down over 8.8% was triggered by new “Record High” US inventory data and news that OPEC production cuts are near 85% compliance have prompted a breakdown. We have been expecting a breakout move for a few weeks and suspected production would outpace demand, as it has been for many months.
Thursday, March 02, 2017
Oil Majors' Costs Have Risen 66% Since 2011 / Commodities / Oil Companies
By: OilPrice_Com
The oil majors reported poor earnings for the fourth quarter of last year, but many oil executives struck an optimistic tone about the road ahead. Oil prices have stabilized and the cost cutting measures implemented over the past three years should allow companies to turn a profit even though crude trades for about half of what it did back in 2014.
Tuesday, January 17, 2017
The Top 5 Places To Work In U.S. Oil And Gas / Commodities / Oil Companies
By: OilPrice_Com
Anadarko Petroleum and Chevron have emerged as the top two employers in U.S. oil and gas, according to a survey conducted by the job site Indeed. The top five for the industry was completed by Plains All American at #3, Occidental Petroleum at #4, and Noble Energy at #5.
Indeed said that it ranked companies based on a number of factors but generally speaking, the better the site visitor ratings and reviews a company had, the higher it ranked on the “Best Places to Work” list.
Read full article... Read full article...
Monday, January 16, 2017
New Oil Drilling Technology Will Soon Spark an Explosion of Oil Stocks Sector / Commodities / Oil Companies
By: John_Mauldin
Energy stocks have been tearing higher since the election on bets that the Trump administration will relax environmental restrictions and open more federal lands to oil and gas drilling. Crude oil’s staying north of $50 hasn’t hurt, either.
It is up there in part because OPEC threw in the towel and agreed to production limits. Unfortunately for OPEC, those limits don’t apply to US and Canadian shale producers. And the history of OPEC is that they all cheat like crazy, anyway.
Read full article... Read full article...
Monday, December 12, 2016
Tech Breakthrough Could Make This The Biggest Winner Of OPEC’s Cut / Commodities / Oil Companies
By: OilPrice_Com
As far as the markets are concerned, OPEC’s 32.5-million bpd output cut deal agreed to two weeks ago could go either way, and the uncertainty makes it anyone’s guess—but MCW Energy, the pioneer of breakthrough clean oil sands extraction in Utah, is not concerned:
If oil prices remain low, its production costs are dramatically reduced, and in any scenario, its breakthrough technology makes everything from Utah’s vast oil sands to the Permian Basin’s massive offerings easier to extract.
Read full article... Read full article...
Wednesday, November 23, 2016
Why Mexico’s Oil Reform Is A Huge Opportunity For Investors / Commodities / Oil Companies
By: OilPrice_Com
When a massive country de-nationalizes its entire energy sector and opens its oil and gas doors for the first time ever to foreign companies, the opportunities are staggering.
Welcome to the ‘new’ Mexico, and welcome to the early stages of an oil and gas game that will be bigger—from an investor’s perspective—than anything in history.
Read full article... Read full article...
Friday, November 04, 2016
END OF THE U.S. MAJOR OIL INDUSTRY ERA: Big Trouble At ExxonMobil / Commodities / Oil Companies
By: Steve_St_Angelo
The era of the mighty U.S. major oil industry is coming to an end as the country’s largest petroleum company is in big trouble. While ExxonMobil has been the most profitable U.S. oil company in the past, it suffered its worst year on record.
For example, just four years ago, ExxonMobil enjoyed a $45 billion net income profit in 2012. Now compare that to a total $5 billion net income gain for the first three-quarters of 2016. If Exxon continues to report disappointing results for the remainder of the year, its net income will have declined a stunning 85% since 2012.
Actually, the situation at Exxon is much worse if we dig a little deeper.
Read full article... Read full article...
Wednesday, August 31, 2016
Why Wall Street Is Throwing Billions At The Permian / Commodities / Oil Companies
By: OilPrice_Com
The collapse of oil prices has ground shale drilling to a halt, but the one region where drilling is still active, and even increasing, is in West Texas.
The Permian Basin is one of the last profitable areas to still drill with sub-$50 oil, and as other regions fall by the wayside, an increasing portion of drilling activity and spare investment dollars are flowing into the Permian. The rebound in the rig count in the U.S. is largely concentrated in the Permian. The West Texas shale basin has captured two-thirds of the 90 oil rigs that have been added since hitting a nadir in May.
Read full article... Read full article...
Wednesday, August 24, 2016
3 reasons as to why oil stocks are smart investments / Companies / Oil Companies
By: Submissions
Alexander Bowring writes: It is true that oil stocks have taken a massive nosedive. In fact, the crash that caused the downturn was so seismic that it obliterated more than $1 trillion from portfolios since late 2014. You wouldn’t be wrong to be hesitant about placing your money, and your trust, in oil stocks because of this. You shouldn’t let this keep you from oil stocks though; this article explains the three reasons why they make for smart investments.
Read full article... Read full article...
Monday, August 01, 2016
Oil Shares Now Attractive for the Long Term / Commodities / Oil Companies
By: The_Energy_Report
Technical analyst Jack Chan charts a new major buy signal for oil stocks.
Tuesday, May 17, 2016
Divergence Between Oil and Oil Stocks Signals Decline in Oil-Related ETFs / Commodities / Oil Companies
By: The_Energy_Report
Technical analyst Jack Chan reports the energy sector cycle is down and a multiweek correction is in progress, and discusses what that means.
Thursday, May 12, 2016
Three Overlooked, Undervalued Picks for Today's Energy Market / Commodities / Oil Companies
By: The_Energy_Report
The energy sector is a tricky place to invest right now, with a fine line separating the next bankruptcy candidate from a tenbagger. Chen Lin of the popular newsletter What Is Chen Buying?, What Is Chen Selling? helps investors navigate this minefield with three companies he believes will come out on top.
Wednesday, May 11, 2016
Saudi Aramco Oil Sale? I Won’t Buy It / Commodities / Oil Companies
By: Rodney_Johnson
Saudi Arabia has a problem. The country’s wealth is completely dependent on oil revenue, which state officials use to bribe the population into submission.But with the price of oil hovering in the mid-$40s, after falling from over $100 in recent years, the Saudis have been dipping into their national piggy bank to make good on their social promises.
Read full article... Read full article...
Monday, May 09, 2016
Oil Stocks - Invalidation of Breakout above Important Lines and Its Consequences / Commodities / Oil Companies
By: Nadia_Simmons
In the previous week, crude oil moved higher once again and re-tested the strength of the key resistance zone. Despite this improvement, oil bulls didn't manage to hold gained levels, which resulted in another invalidation of earlier breakouts. What happened at the same time with oil stocks? Will they follow crude oil's moves in the coming weeks? Let's jump right into charts (chart courtesy of http://stockcharts.com) and find out what can we infer from them.
Monday, April 11, 2016
Crude Oil Stocks - For the Bulls or Bears? / Commodities / Oil Companies
By: Nadia_Simmons
In the previous month, crude oil extended gains and climbed above the barrier of $40. Despite this improvement, the combination of resistance levels encouraged oil bears to act, which resulted in erasing 40% of the previous upward move. What happened at the same time with oil stocks? What's next for the XOI? Let's jump right into charts (chart courtesy of http://stockcharts.com ) and find out what can we infer from them about future moves.
Friday, March 18, 2016
Unlocking Value into the Oil Bear / Commodities / Oil Companies
By: The_Energy_Report
The low price of oil has meant that a lot of companies are going broke, but not so with Torchlight Energy. A subsidiary of D.R. Horton is spending $50 million, fully funding the development of Torchlight's Orogrande project over the next 24 months.
Torchlight Energy Resources Inc. (TRCH:NASDAQ) is out with an update that comes roughly 30 days after the company updated venture investors that it had decided to move on from the successful drilling and data capture of its Rich A-11 well, up to that point its primary valuation-driving well in the all-important Orogrande project. This new update is more comprehensive; Torchlight Energy updated investors as to progress being made regarding its Marcelina Creek and Orogrande projects, as well as provided a merger-and-acquisition update regarding its Hunton assets, which are currently being marketed.
Read full article... Read full article...
Friday, February 05, 2016
Tips for Smart Oil and Natural Gas Investing 2016 / Commodities / Oil Companies
By: The_Energy_Report
In today's tough price environment where most oil and gas juniors are losing money, a strong balance sheet is the key to survival, says Brian Bagnell. Access to liquidity will also help these companies hold on until prices rise again. Bagnell, a research analyst for Macquarie Capital Markets, tells The Energy Report he expects a gradual turnaround to begin late this year, and gives his tips on identifying companies that can weather the storm.
The Energy Report: Brian, is there a production cost for North American oil and gas producers at which most juniors can no longer afford to operate?
Read full article... Read full article...
Wednesday, January 27, 2016
Which Energy Companies Being Added to US Global Funds in Anticipation of an Oil Rebalance? / Commodities / Oil Companies
By: The_Energy_Report
There are still winners in the energy space, but you have to move quickly. In advance of the rebalance U.S. Global Investors CEO Frank Holmes is expecting toward the end of 2016, he and analyst Samuel Pelaez point to the sectors taking advantage of opportunities, including refiners, midstream MLPs, low-cost producers, airlines and chemical companies. In this interview with The Energy Report, they name their favorites and outline the fundamentals that will make 2016 look a lot different than the year that just ended.
The Energy Report: In a recent Frank Talk, you quoted BCA Research with a prediction that oil markets will rebalance in 2016. What is that based on?
Read full article... Read full article...
Wednesday, January 13, 2016
BP Upstream Getting Crushed / Companies / Oil Companies
By: AnyOption
BP’s announcement earlier of another 4,000 job cuts on top of existing measures designed to ease the pressure of rapidly tumbling oil prices comes as no surprise, especially with crude oil prices tumbling to a brand new multi-year low. The industry has fallen to such depths that the Saudi’s are even contemplating taking a piece of their petroleum empire public to raise desperately needed cash to continue waging their price war. However, the current British Petroleum is on Saudi Aramco, and stands as a shadow of its former self. Now, with oil prices set to stay depressed for an indefinite period of time, BP is trimming what remains of the company to weather the storm while trying to boost shareholder value.Read full article... Read full article...
Monday, January 11, 2016
The “Hanging in There” Game for Oil Producers / Commodities / Oil Companies
By: EconMatters
9.2 Million Barrels
The latest EIA report shows the US Production rate steady and holding at the 9.2 million barrels per day. And although there have been some anecdotal reports out of Canada at the start of the year on this recent down leg in oil prices, that this has triggered them to shut down production, that at these prices it makes no sense to continue operations; the rest of the beleaguered producers in the oil space are continuing to operate and hold on throwing more bad money after bad money.
Read full article... Read full article...
Thursday, December 10, 2015
Strippers Suffering From Low Oil Prices / Commodities / Oil Companies
By: OilPrice_Com
With Prices Below $50, what is a stripper to do?With OPEC breaking down and any kind of coordination among its members on price cuts looking increasingly unlikely, it now appears that oil prices could remain below $50 a barrel for a year or more. As producers confront this unpleasant reality, some will finally start to significantly curtail or even shut down operations. And that is going to severely hurt an all but invisible group; strippers in the United States.
Read full article... Read full article...
Wednesday, October 21, 2015
Why Opportunistic Investor Chen Lin Is Hoping for $20/Barrel Oil / Commodities / Oil Companies
By: The_Energy_Report
A quick drop to $20/barrel oil could be the best thing for energy companies with enough cash in the bank to take advantage of the sharp bounce predicted in the wake of such a dramatic fall. In this interview with The Energy Report, newsletter writer Chen Lin names two companies that could not only survive the oil price downturn, but also are perfectly positioned in the global market to start generating barrels of cash for investors.
Thursday, October 15, 2015
This Unique Oil Stock is Offering A Huge Dividend Yield / Companies / Oil Companies
By: Casey_Research
By Justin Spittler
One of Casey Research's biggest calls this year is paying off…
In early August, E.B. Tucker, editor of The Casey Report, told subscribers how to profit from the world’s oversupply of oil.
If you read financial newspapers for more than a week, you’ll notice that global oil production is near record highs. Last year, global oil output reached its highest level in at least twenty-five years, according to the U.S. Energy Information Administration (EIA).
Read full article... Read full article...
Saturday, October 03, 2015
The Oil Industry’s Day of Reckoning / Commodities / Oil Companies
By: Investment_U
Ryan Fitzwater writes: Squeezed for cash and sweating...
That is the state of oil and gas exploration and production (E&P) companies as they enter October.
Our chart above shows just how overleveraged the industry has become in relation to other sectors. On average, E&Ps have 20 times as much debt compared to earnings before interest, taxes, depreciation and amortization (EBITDA) brought in over the last 12 months.
Read full article... Read full article...
Wednesday, September 16, 2015
Petrobras - Bad News Continues For This State-Owned Giant / Companies / Oil Companies
By: DailyWealth
Today's chart shows that one of our most important warnings is ringing true again: Avoid long-term investments in government-owned companies.
Over the last few years, we've written several times about why investing with the government as your partner is a bad idea... especially in government-owned companies headquartered in foreign countries with traditions of fiscal mismanagement. Politicians are great at spending money and pandering to mobs... but they're terrible at running projects for profit.
Read full article... Read full article...
Tuesday, September 15, 2015
How to Profit from Oil’s M&A Cycle / Commodities / Oil Companies
By: ...
MoneyMorning.com Dr. Kent Moors writes: The continuing swoon in crude oil prices combined with a rapidly advancing crunch in energy debt has once again ushered in expectations of a merger and acquisition (M&A) cycle among oil companies.
The first indication that such a cycle is underway came a week ago… in Australia.
One of that country’s leading oil producers proposed a merger with another in what would be one of the largest energy M&A deals ever seen “Down Under.” Woodside Petroleum Ltd. (OTC:WOPEY) announced an all-stock deal valued at more than US$8 billion (A$11.64 billion) for Oil Search Ltd. (OTC:OISHY). The merger would create one of the dominant players in the Australian market. Oil Search initially rebuffed Woodside’s offer but talks continue.
Read full article... Read full article...
Thursday, September 03, 2015
BP Oil Company Moves past Mistakes But Still Feeling Price Pinch / Companies / Oil Companies
By: AnyOption
Major oil Company BP (LSE: BP) has found itself in an uncertain position the past few years. Under pressure from both outside and within, the company has managed to stay relatively stable considering the shakeup in the industry. Now, despite the current economic downturn facing the oil industry and a disappointing second quarter, the oil giant is finally able to look more towards improving future prospects. A recent settlement in their ongoing case with the United States Federal Government and state governments as well as a relatively solid balance sheet paired with their diversified corporate structure have combined to create a potentially positive long-term outlook for investors seeking long-term potential. However, the short-term outlook must acknowledge the inherent industry risks. Read full article... Read full article...
Thursday, August 13, 2015
China's Yuan Devaluation Creates This Profit Play for U.S. Oil Investors / Commodities / Oil Companies
By: ...
MoneyMorning.com Dr. Kent Moors writes: When the People's Bank of China (PBOC) cut the value of the yuan by 2% on Tuesday, it was the biggest one-day drop for the currency in more than 20 years.
Crude oil and stocks sank on Tuesday, as well, with oil scraping six-year lows.
Tuesday's action would have been enough… but then the yuan plunged all over again on Wednesday, despite PBOC efforts to prop it up, triggering even more volatility.
Read full article... Read full article...
Wednesday, August 05, 2015
Locks On to Unusual Stock Bargains at Today's Oil Prices / Commodities / Oil Companies
By: The_Energy_Report
To profit in the current oil and gas space, investors have to move down the food chain to find "unusual bargains," says Randall Abramson, CEO and portfolio manager with Toronto-based Trapeze Asset Management. Abramson expects global demand to return oil to $75–85/barrel inside 12 months, which means you won't have to wait long to see those bargains rise with the tide. In this interview with The Energy Report, Abramson discusses several bargains in the junior oil and gas space, as well as a handful of serviceable service names.
Friday, July 10, 2015
Now Is A Good Time To Pick Up Some Oil Stocks / Commodities / Oil Companies
By: OilPrice_Com
Oil's oversized reaction to negative news from Greece and China on Monday should really have come as no surprise with the value of 20/20 hindsight. I have been writing for some time now that the commodity would break out of its narrowing range and that the more times it failed to break the resistance point at $62, the more likely it was that that break would be in a downward direction. It is logical that the longer that it took, the more violent that break would be.
Thursday, July 09, 2015
Why Exxon Mobil Is The Strong Oil & Gas Stock On The Market Today / Commodities / Oil Companies
By: AnyOption
The oil and gas market is a bit shaken at the moment; and understandably so. After last year's dramatic decline in oil prices and the less than appealing prices we've seen this year, companies in the sector just aren't producing profits like they once did. However, there is one company in the sector that's well worth taking a second look at. That company is Exxon Mobil. In summary, here's why I believe the value of the stock will climb exponentially over the long run...
Thursday, June 18, 2015
The Biggest Myth About Investing in Crude Oil Right Now / Commodities / Oil Companies
By: Investment_U
Matthew Carr writes: I’m not often bearish. It’s not really in my nature. And it certainly doesn’t fit in my philosophies of “don’t panic” and “you can always find opportunities (regardless of which way the broad market is moving).”
There are ways to make money in any situation.
That said, in April 2013 I did give a warning about the energy sector. My exact words:
Read full article... Read full article...
Monday, June 15, 2015
Valuable Clues from the Oil Stocks to Crude Oil Price Ratio / Commodities / Oil Companies
By: Nadia_Simmons
In our essay on oil stocks from June 9, we focused on the connection between the XOI and the general stock market to find out what impact the S&P500 index could have on the oil stock index’s future moves. Back then, we also wrote about the relationship between the oil stocks and crude oil:
(...) The beginning of May brought a new 2015 high of $62.58 in crude oil, but we didn’t see a fresh high in case of oil stocks. In the following weeks, crude oil has been trading in a narrow range and erased less than 38.2% of earlier rally. What happened at the same time with the XOI? The index declined sharply and approached the 61.8% Fibonacci retracement in the recent days, showing its weakness in relation to light crude.
Read full article... Read full article...
Wednesday, June 10, 2015
What Can We Infer From the Stocks-to-Oil Stocks Ratio? / Commodities / Oil Companies
By: Nadia_Simmons
The beginning of May brought a new 2015 high of $62.58 in crude oil, but we didn’t see a fresh high in case of oil stocks. In the following weeks, crude oil has been trading in a narrow range and erased less than 38.2% of earlier rally. What happened at the same time with the XOI? The index declined sharply and approached the 61.8% Fibonacci retracement in the recent days, showing its weakness in relation to light crude. Are there any factors on the horizon that could drive oil stocks higher or lower in the near future? Is it possible that the stocks-to-oil stocks ratio give us valuable clues about future moves?
Tuesday, June 02, 2015
How to Invest in Canada's New Oil Wealth / Companies / Oil Companies
By: ...
MoneyMorning.com Peter Krauth writes: Canada's energy industry may be most famous for its world-class oil sands resources. But a new shale oil field could surpass the oil sands as Canada's largest untapped oil reserve.
In fact, it could even rival the massive Bakken shale of North Dakota in terms of recoverable oil.
Read full article... Read full article...
Sunday, May 24, 2015
Make a Killing on the Coming Energy "Debt Bubble" / Companies / Oil Companies
By: ...
MoneyMorning.com Dr. Kent Moors writes: Following some nice recent gains and despite a dip on Tuesday, the market currently remains at just below $60 a barrel for West Texas Intermediate (WTI) crude oil futures in New York.
The recent rise in prices would seem to be just what the smaller operators in the United States need to avoid a sector meltdown.
A few months back, when prices were pushing lows of $40 a barrel, there was widespread talk of a wave of bankruptcies coming in the oil patch. The picture is now better, given a recovery in crude prices.
Read full article... Read full article...
Thursday, May 21, 2015
This Innovation Will Help U.S. Companies Win The Oil Price War / Commodities / Oil Companies
By: OilPrice_Com
Although some US oil companies are struggling with low oil prices, a new wave of innovation is hitting the oil patch, allowing for a significant reduction in drilling costs.A variety of different improvements in production are starting to show up at all levels across the industry from small firms to oil majors. Statoil for example recently noted that it is experimenting with different types of sand and chemicals to improve production. And a number of companies have noted that they are moving from drilling wells one at a time, on an ad hoc basis, to drilling multiple wells at once. GE Oil & Gas has produced variable-use pumps that can be turned on and off in order to save energy versus the previous 24-hour a day operation cycle.
Read full article... Read full article...
Wednesday, May 20, 2015
Are US Shale Oil Drillers Actually Making A Comeback? / Commodities / Oil Companies
By: OilPrice_Com
Oil prices have rebounded strongly since March. The benchmark WTI prices soared by more than 36 percent in two months, and Brent has jumped by more than 25 percent. There is a newfound bullishness in the oil markets – net long positions on Brent crude have hit multi-year highs in recent weeks on a belief that US supply is on its way down.Read full article... Read full article...
Wednesday, May 20, 2015
Now Is the Time to Own the Oil & Gas Leaders / Commodities / Oil Companies
By: The_Energy_Report
U.S. shale oil producers have responded to the oil price collapse so quickly, and with such discipline, that they've shown they are able to turn production on and off as if with a light switch. As Keith Schaefer tells The Energy Report, that means it's time to be nimble, and to keep small positions until oil finds a stable new price level.
The Energy Report: Keith, the first U.S. grassroots refinery in nearly 40 years just began operation in North Dakota. Is the growth in U.S. oil production going to catalyze refinery construction?
Read full article... Read full article...
Friday, May 15, 2015
This “Bubble” Is Set to Kick Off New Energy Profits / Commodities / Oil Companies
By: ...
MoneyMorning.com Dr. Kent Moors writes: The tide is beginning to turn for crude oil prices.
Following some nice recent gains and despite leveling out yesterday, the market currently remains at just above $60 a barrel for West Texas Intermediate (WTI) crude oil futures in New York.
The recent rise in prices would seem to be just what the smaller operators in the U.S. need to avoid a sector meltdown.
Read full article... Read full article...
Thursday, April 30, 2015
Why The US Should Worry About Oil Sector Jobs / Companies / Oil Companies
By: OilPrice_Com
Outside of individual's holding oil stocks, damage to the economy from the fall in oil has been pretty minimal so far. Indeed, the price cut in home heating oil and gasoline has probably outweighed the damage from lower oil prices… so far. Unfortunately, this situation may not last.Analysts are starting to look beyond the boost to the economy from low oil prices and see the damage that is being done by worker layoffs, slowing business, and falling home prices in oil producing states. Indeed, one recent estimate suggested that up to four jobs could ultimately disappear for every one job lost in the oil sector.
Read full article... Read full article...
Thursday, April 02, 2015
Is Warren Buffett Wrong About Oil Stocks? / Companies / Oil Companies
By: OilPrice_Com
Recently, Warren Buffett has made headlines by selling all of his shares in Exxon Mobil (NYSE: XOM), the rest of his position in ConocoPhillips (NYSE:COP), and reducing his stake in National Oilwell Varco. This has people wondering if the glory days of oil investing are over. Warren's opinion of oil investments carries a lot of weight, because over a 32 year period, Warren Buffet's Berkshire Hathaway portfolio has generated an average annual return of 24 percent. His most famous investments are Coke, American Express, and Gillette (which is now Proctor and Gamble). These investments have made him over 3 billion dollars each. This is why when Buffett buys or sells a stock, everyone takes notice. The problem with this generally accepted assumption is that it hasn't been proven that his equity investing success equates to success in the resource sector. In order to find out if this accepted assumption is correct, we first have to visit Warren's history of investing in the resource sector.
Read full article... Read full article...
Tuesday, March 24, 2015
Wall Street Losing Millions From Bad Energy Loans / Commodities / Oil Companies
By: OilPrice_Com
Oil companies continue to get burned by low oil prices, but the pain is bleeding over into the financial industry. Major banks are suffering huge losses from both directly backing some struggling oil companies, but also from buying high-yield debt that is now going sour.Read full article... Read full article...
Friday, March 13, 2015
How to Make Money in the Chaos of Oil and Gas Markets / Commodities / Oil Companies
By: The_Energy_Report
Operating in difficult conditions—whether political, logistical or technical—comes with the oil and gas territory, but the collapse in oil and gas prices has added further complexity and risk to the space. Though many companies have lost half or more of their share price in the debacle, Stephane Foucaud of FirstEnergy Capital tells The Energy Report how to find value in small-cap exploration and production names, and provides several examples of companies poised to rebound on the upturn.
The Energy Report: Stephane, do you think the oil price has hit bottom and is now recovering?
Read full article... Read full article...
Friday, March 06, 2015
New Wave of “Creative Destruction” - What I Plan to Present To Energy’s Biggest Players / Commodities / Oil Companies
By: Money_Morning
Dr. Kent Moors writes: Greetings again from London!
The Annual Energy Consultation of the Windsor Energy Group is set to begin at Windsor Castle later this afternoon.
Over the course of the next three days, I’ll be briefing some of the biggest, most influential players in the energy world on three of the most pressing issues of the day.
Read full article... Read full article...
Tuesday, March 03, 2015
How to Profit from the Coming Oil Price Crunch / Commodities / Oil Companies
By: Money_Morning
Dr. Kent Moors writes: Even as oil prices inch upward over time, a dynamic of their current levels will boost them even higher.
That may take some time, but I can recommend some stocks that will generate returns in the meantime, until the oil price rise spurs some capital gains in the majors and E&P companies.
Read full article... Read full article...
Thursday, February 26, 2015
Forget Peak Oil; Worry About Peak Demand / Commodities / Oil Companies
By: The_Gold_Report
Brian Bagnell of Macquarie Capital Markets has two caveats for investors in junior oil and gas companies: Expect extreme volatility, and don't expect oil prices above $70/barrel anytime soon. He tells the The Energy Report that the winners in this sector will demonstrate maximal efficiency and minimal costs, and that even in this time of crisis there are bargains to be had.
The Energy Report: Oil prices have made a minor recovery, with West Texas Intermediate (WTI) at about $50/barrel ($50/bbl) and Brent at about $60/bbl. Where are oil prices going in the short term?
Read full article... Read full article...
Thursday, February 05, 2015
Big Oil, Big Headaches, and Big Opportunities / Companies / Oil Companies
By: Money_Morning
Michael E. Lewitt writes: A three-day rally in crude prices last week is giving investors hope that the collapse in oil prices is over, and the market is reacting with strong moves to the upside in "Big Oil" stocks.
However, it may be too soon to draw either a correlation or conclusion; oil inventories and futures markets suggest that oil prices could easily head back down before stabilizing later this year (we saw a glimpse of this early Wednesday). The share price drops have significantly affected the "Oil Patch" sector, with the Energy Select SPDR ETF (NYSE Arca: XLE) down 26% since peaking at $100.93 on June 20, 2014.
Read full article... Read full article...
Wednesday, January 07, 2015
Three Reasons to Invest in Oil Stocks Now / Companies / Oil Companies
By: Investment_U
Marc Lichtenfeld writes: After trading north of $90 since June 2012, the price of oil has crashed, falling more than 50% from its high this summer and dipping below $50 per barrel Monday.
Nearly every pundit out there is declaring low oil prices are here to stay. With the glut of oil being produced by OPEC and the U.S., the days of $90 oil are over, they claim.
Read full article... Read full article...
Sunday, December 14, 2014
Crude Oil Producers Commit Mass Suicide / Companies / Oil Companies
By: Andrew_McKillop
Everyone's A Loser, Baby
David Nelson, former Lehman Bros chief analys speaking on Aljazeera.com's 'Inside Story', December 11 said that at least in the short term, and possibly for the long term, OPEC has decided to commit collective suicide by setting a strategy of "keep pumping and hope". The programme quoted a Saudi oil spokesman as saying the oil market "will sort itself out".
Tuesday, November 18, 2014
How to Profit From Oversold Crude Oil Price / Commodities / Oil Companies
By: Investment_U
Christopher Rowe writes: There's a seismic macroeconomic shift going on right now. It's happening on a global scale, and it will shake up investment portfolios everywhere in the world.
Mistakes will be made, but fortunes will be made, too.
The price of oil is at a four-year low, and investors are asking these questions:
Read full article... Read full article...
Thursday, November 06, 2014
The Driving Force Behind the US Oil Boom / Commodities / Oil Companies
By: OilPrice_Com
The shale revolution’s sweet spot is oilfield services, the lower-risk backbone of the American oil and gas boom that pays off regardless of a play’s economics.Behind the stardom of the explorers and producers who have put themselves on the revolutionary shale map and absorb most of the risk—are the service providers who make up a highly lucrative market segment.
Read full article... Read full article...
Sunday, November 02, 2014
As Oil Price Falls, These Kinds of Drillers Become Irresistible / Commodities / Oil Companies
By: Money_Morning
Dr. Kent Moors writes: Thanks to the drop in prices, some TV pundits are now talking about the end of the “new” oil age.
Of course, most of these misfits couldn’t find an oil slick if they slipped on it. But that’s not stopping them, not one bit.
Now admittedly, it’s true. With oil now trading in a band between $80 and $88 a barrel, there’s a “new normal” for crude. (And as I’ll explain later, it just won’t last).
Read full article... Read full article...
Tuesday, October 21, 2014
Petrobras is a 'Scheme, Not a Stock' / Companies / Oil Companies
By: Bloomberg
Jim Chanos spoke with Bloomberg Television anchor Stephanie Ruhle from the Robin Hood Investor's Conference in New York today. Chanos described Petrobras as a "scheme," saying that optimism it will benefit if Dilma Rousseff is voted out of office is unfounded: "Every time Dilma's poll numbers go up, Petrobras's stock goes down...Even if Neves wins, it doesn't change the economics" at Petrobras.
STEPHANIE RUHLE, BLOOMBERG: Jim, we will get to talk about China, but you just left the stage. You have been followed out here by attendees talking about your big idea, Petrobras. Talk to us.
Read full article... Read full article...
Friday, October 03, 2014
U.S. Will Never Stop Importing Oil, but We May Start Exporting / Commodities / Oil Companies
By: The_Energy_Report
Horizontal drilling and fracking have opened new opportunities for investing in domestic energy, whether for pure-play explorers in developing shales, producers in mature areas, or service companies opening up the monster wells. Oil and Gas Investor Editor-in-Chief Leslie Haines has been following the revolution for nine years, and agreed to share with readers of The Energy Report the names of some beneficiaries of new technology's multiplier effect.
Sunday, September 28, 2014
Obscure Maritime Law Practically “Guarantees” Profits for These Energy Companies / Companies / Oil Companies
By: Money_Morning
Bill Smith, a Delaware fuel trader, calls it “the most stupid law ever on the books.”
It adds about 15¢ to the price of every gallon of gas. And it’s so obscure that the vast majority of people have no idea it exists.
It’s the maddening reason why it costs 3 times as much to ship a barrel of oil from Houston to New York as it does to ship the same barrel from Saudi Arabia on the other side of the world.
Read full article... Read full article...
Thursday, August 28, 2014
New Technology Could End The Debate Over Pipeline Safety / Commodities / Oil Companies
By: OilPrice_Com
Who could have ever imagined that North America would surpass Saudi Arabia as the world’s largest producer of oil and natural gas liquids? A decade ago, that would have seemed laughable.
Yet that’s exactly what has happened; and it’s not just Saudi Arabia that has been left in North America’s dust -- Russia has, too.
Read full article... Read full article...
Friday, August 01, 2014
Africa: New Land of Investor Opportunity? Pointing to the Positives / Companies / Oil Companies
By: The_Energy_Report
Oil and gas plays in Africa are no day at the beach, but they are more promising than the press would suggest, says Ashley Kelty, oil and gas equities analyst at Cenkos Securities Plc. Africa has locals with oil patch skills, abundant, accessible reservoirs and less volatile fiscal regimes than investors might think. In a wide-ranging interview with The Energy Report, Kelty riffs on shale in the U.S., basement reservoirs throughout the world and the news out of Africa. The investment opportunities are many.
Sunday, July 27, 2014
Tapping Oil Pipelines for Profits / Commodities / Oil Companies
By: Money_Morning
Oil and Energy Staff write: The first oil pipeline was a simple affair: lengths of 2 in. wrought iron pipe that ran five miles, from a Pennsylvania oilfield to a train station in Oil Creek.
But that pipeline, built by the Oil Transport Association in 1859, started a revolution. Oil pipelines have changed how and where oil is found, refined and sold, and have turned America into one of the world’s leading oil producers.
Read full article... Read full article...
Tuesday, July 22, 2014
As Russia's Isolation Grows, Oil Companies Caught in Middle / Commodities / Oil Companies
By: OilPrice_Com
The confrontation between Russia and the West took a turn for the worse with the downing of a Malaysian airliner on July 17, and that could spell trouble for several major oil companies operating in Russia.Just one day earlier, U.S. President Barack Obama slapped sanctions on Russia over its ongoing role in the destabilization of Ukraine. The sanctions prohibited American banks from issuing loans with a maturity of over 90 days to four key Russian companies – Rosneft, Novatek, Gazprombank, and VEB.
Read full article... Read full article...
Tuesday, July 15, 2014
Looking for the Next Oil Boom? Follow the Tech / Commodities / Oil Companies
By: OilPrice_Com
Much larger than Eagle Ford and once thought to have reached peak production, new technology has brought us full circle back to the Permian Basin in Texas and New Mexico, where the recent shift to horizontal well drilling has rendered this play the unconventional ground zero.
Read full article... Read full article...
Monday, July 07, 2014
U.S. Oil Export Ban Is a Windfall for These Companies / Companies / Oil Companies
By: Money_Morning
Dr. Kent Moors writes: After more than four decades, it looks like America is getting back into the oil export business again.
For the first time since the 1970s, Washington has opened the door to sending more U.S. crude abroad.
Of course, the United States has been exporting oil products for some time now.
Read full article... Read full article...
Sunday, June 22, 2014
How to Profit From the Iraq Crisis / Companies / Oil Companies
By: Investment_U
David Fessler writes: ISIS, the terrorist group that makes Al-Qaeda and the Taliban look like pussycats, has Iraq embroiled in an all-out civil war.
It's the largest security threat that Iraq has faced in years. Last week ISIS, in a surprise attack, took over the Iraqi city of Mosul, terrorizing its 2.8 million residents. More than 500,000 of them fled.
Read full article... Read full article...
Wednesday, June 11, 2014
The West Has Gazprom in its Crosshairs / Politics / Oil Companies
By: Money_Morning
Kent Moors writes: Almost 45 years ago I signed an agreement with Uncle Sam…
The government essentially said it understood my soul may belong to God, but the rest of the anatomy was going to be theirs until further notice.
That was what brought me into a sometimes ill-defined segment of public service. It’s a job you never really have the option of leaving – at least easily and preferably while still drawing a breath.
Read full article... Read full article...
Tuesday, May 27, 2014
China's Oil Giant At Center Of Corruption Probe / Politics / Oil Companies
By: OilPrice_Com
Grins were on the faces of China National Petroleum executives this week as they celebrated a blockbuster 30-year deal for Russian gas. It was a good day for CNPC, the state-owned colossus at the center of China's oil and gas webs and one of Eurasia's biggest energy investors. For some, however, those grins could soon turn to grimaces, because the deal comes against a backdrop of a series of high profile corruption investigations by the state, and CNPC has been caught in the dragnet. A former CNPC chairman is currently under investigation and a top executive of CNPC subsidiary PetroChina has just been arrested.
Read full article... Read full article...
Tuesday, May 20, 2014
Crude Oil Stocks Change of Trend or Just a Correction? / Commodities / Oil Companies
By: Nadia_Simmons
In the previous week, crude oil moved higher after pro-Russian separatists in eastern Ukraine voted in favor of self rule in a weekend referendum. These circumstances fueled fears that the conflict may escalate further and trigger more sanctions against Russia, affecting Russian oil shipments. At this point, it’s worth noting that worries over this issue have kept oil prices above the level of $100 in recent weeks. Nevertheless, although the U.S. and the European Union imposed two rounds of sanctions, they didn’t disrupt shipments from Russia. The situation, however, deteriorated slightly as the EU expanded sanctions (targeting two Crimean companies and 13 people to aim at corporations rather than individuals) last Monday. In reaction to this news, Russia reiterated that it could cut off Kiev's natural gas supplies and informed the EU in the following days that it would stop natural-gas deliveries to Ukraine on June 1 unless it receives payments for past-due amounts. Ukraine said it is preparing to pay $4 billion to Gazprom but hopes to negotiate lower prices.
Monday, May 19, 2014
The Most Anticipated Oil Well of 2014 Video / Companies / Oil Companies
By: Marin_Katusa
Large international oil companies (IOCs) and the largest national oil companies (NOCs) are all anxiously watching an oil well that’s being drilled by a North American company in a little, out-of-the-way country in Europe.
In fact, this country—Albania—has recently garnered so much attention from Big Oil due to the results of the elephant potential of this oil deposit that the Albanian Energy Ministry just decided to establish an open-tender system for the next round of sales of blocks with major oil and gas potential. If you’re not familiar with it, “open tender” is an auction process where the highest bidder gets the land blocks.
The Energy Ministry wouldn’t do this unless the demand were significant, and when Doug Casey and I visited the region recently, we were very impressed with its world-class potential. We’re both excited to see the oil well results that are slated to come out within the next few months—so are the IOCs and NOCs, and so should you.
Read full article... Read full article...
Thursday, May 15, 2014
This Energy Play Has Warren Buffett Playing Catch-Up / Companies / Oil Companies
By: Money_Morning
William Patalon III writes: It's absolute gospel in the world of investing to study and understand the moves that Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK.A, BRK.B) are making - and then to follow them for profit.
And with good reason: Buffett's track record speaks for itself - and he augments his capital-markets genius with the homespun, down-to-earth personality that's cemented his spot as a hero to the masses.
Read full article... Read full article...
Sunday, March 16, 2014
Big Oil’s Drive for War With Russia / Politics / Oil Companies
By: Mike_Whitney
“We are witnessing a huge geopolitical game in which the aim is the destruction of Russia as a geopolitical opponent of the US or of the global financial oligarchy…..The realization of this project is in line with the concept of global domination that is being carried out by the US.”- Vladimir Yakunin, former Russian senior diplomat
“History shows that wherever the U.S. meddles; chaos and misery are soon to follow.”- Kalithea, comments line, Moon of Alabama
Read full article... Read full article...
Sunday, March 02, 2014
Third World America - Bp Gulf Of Mexico Oil Spill Coverup - Video / Politics / Oil Companies
By: Jesse
As we approach the fourth anniversary of the Deepwater Horizon Gulf Oil Disaster, perhaps it is a good time to remember the great success it represents, the success in shifting the thoughts of attention deficient Americans from the things that really matter, like honest and accountable government.
Is anything really different, or have we just been prompted to move on and think about something else? Will the US be better prepared to deal with the next financial or environmental crisis?
Friday, February 21, 2014
Why the Rising Tide in Oil Hasn’t Been as Good for Offshore Ventures / Commodities / Oil Companies
By: Money_Morning
Dr. Kent Moors writes: The spread between West Texas Intermediate (WTI) and Brent continues to narrow.
Thanks to additional new U.S. pipeline capacity and the growing volume of oil product exports from American refineries, the glut of excess storage at Cushing, Okla., is shrinking.
Read full article... Read full article...
Sunday, January 19, 2014
Shell Profits Warning – The Shock That Wasn't / Companies / Oil Companies
By: Andrew_McKillop
New CEO Admits : Shell's new CEO Ben van Beurden has admitted corporate performance in 2013 was not what he expected from the group. Just two weeks after taking over the helm at end-December, he gave what journalists and commentators called “a shock profit warning”, saying that full-year profits excluding “special items” could be about 25% below 2012's performance. For the 4th Quarter of 2013 Shell's earnings before special items fell by about 50%.
Monday, January 13, 2014
Buy Oil Stocks Shielded from Middle East Uncertainty / Commodities / Oil Companies
By: Submissions
Richard Cox writes: As most investors know, the seemingly constant threat of conflict in the Middle East has the ability to create drastic volatility in oil. The most recent example of this has been seen in Syria, which only accounts for 0.5% of world oil production (500,000 barrels per day). But the possibility of a disruptive chain reaction has been enough to put markets on edge and bring increased volatility to oil and most energy-related assets. Syria’s close ties with Iran, the possibility of a civil war in Iraq, and near-constant turmoil in Egypt mean that economic sanctions could be seen at any time.
Read full article... Read full article...
Tuesday, December 17, 2013
Further Declines or Rally for Crude Oil Stocks? / Commodities / Oil Companies
By: Nadia_Simmons
In our previous commentary, we examined the situation in oil stocks. Back then, we wrote in the summary:
(...) the outlook for oil stocks remains bullish and the uptrend is not threatened, however, taking into account the medium- and short-term sell signals, further deterioration should not surprise us.
Since that essay was published, we have seen a downward move which took the oil stock index below 1,440. Did this weakness change anything in the overall outlook?
Read full article... Read full article...
Thursday, December 12, 2013
Oil Stocks - Change of Trend or Just a Correction? / Commodities / Oil Companies
By: Nadia_Simmons
In our last essay on oil stocks from Dec. 2, we checked the oil-stocks-to-oil ratio to find out what impact it could have on future oil stocks' moves. Back then, we emphasized the strong positive correlation between the ratio and the oil stock index in recent months. As we wrote in the summary:
Read full article... Read full article...(...) connecting the long-, medium- and the short-term pictures, we clearly see that the ratio reached a strong resistance zone created by the long-, medium- and short-term lines. Although we saw breakouts above them, they all were invalidated. This is a strong negative signal for oil stocks holders, which suggests that further declines are just around the corner.
Wednesday, December 11, 2013
Landmark Ruling in Mexico a Boon for These U.S. Oil Stocks? / Commodities / Oil Companies
By: InvestmentContrarian
Sasha Cekerevac writes: In 1938, Mexico nationalized its oil industry, taking over all aspects from production to final distribution. This ban on ownership by foreign companies continues today; however, changes are underway.
Under the leadership of Mexico’s new president, there is a growing desire and need for the knowledge and technical skills developed by foreign companies, many of which are U.S.-based, to stem the decline in oil production and revive the industry in that country.
Read full article... Read full article...
Thursday, November 21, 2013
The Coming Bust of the Great Bakken Oil Field / Commodities / Oil Companies
By: Steve_St_Angelo
There has been a lot of Fanfare on the huge increase of oil production coming from the Bakken Field located in North Dakota. There are many stories of people moving to the state to take advantage of the new OIL BOOM. It seems like everyone is going there to start a new life and make it rich in one of the coldest areas in the United States.
Wednesday, November 20, 2013
Are Canadian Energy Stocks Set for a Rebound? / Commodities / Oil Companies
By: OilPrice_Com
As Canadian energy stocks are finally seeing a bit of a push, and demand for Canadian commodities looks set to rise, juniors are confident that economics will ensure that Canadian oil—the cheapest in the world—will find its way to more markets, with or without Washington’s approval of Keystone XL. In the meantime, some sweet spots in the Western Canada Sedimentary Basin, like the Montney shale formation—are showing promise as gas turns into oil for the bigger players, while the juniors are hoping to piggyback on this new success.
Tuesday, November 19, 2013
Will Crude Oil Stocks Pause in Their Rally? / Commodities / Oil Companies
By: Nadia_Simmons
In our previous essay, we examined one of the most interesting relationships in the crude oil market – the one between oil stocks and other stocks, to find out if there's something else on the horizon that could drive oil stocks higher or lower in the near future. Back then, we wrote that there were periods of time when the S&P 500 Index was stronger than the oil stock index and that such divergences had triggered declines in both indices before.
Since that essay was published, we’ve seen similar price action. In the previous week, the S&P500 index broke above the previous high and hit a fresh all-time high. Meanwhile, although the XOI moved higher, the move ended slightly below the 2013 high.
Read full article... Read full article...
Friday, November 15, 2013
Deliver or Die: Financial Survival Challenges for Today’s Junior Oil Companies / Companies / Oil Companies
By: OilPrice_Com
Long gone are the days of easy money, so it seems. Junior energy companies are finding today’s capital to be more expensive and harder to access.
In the current market, juniors are fighting an ongoing battle just to balance sustainable growth, manage debt, and to compete with peers for dollars that just aren’t there. When assessing a junior, one must look at how they put their budgets together and maintain them if they’re to survive out there in the wild.
Read full article... Read full article...
Thursday, November 14, 2013
Crude Oil Stock Index and Its Relationship with the Stock Market / Commodities / Oil Companies
By: Nadia_Simmons
In our previous commentary, we took a look at the situation in crude oil from the long- and the short-term perspectives to check whether they confirm the indications from the medium-term picture or not. As we wrote in the summary:
(...) light crude reached the declining long-term support line, which may trigger a bigger pullback. Additionally, it bounced off the lower border of the declining trend channel in terms of daily closing prices, which may result in further growth in the coming days (similarly to what we saw in the previous month).
Read full article... Read full article...
Wednesday, November 06, 2013
Asian Energy Surge Could Trigger an $11.7 Trillion Shopping Spree / Commodities / Oil Companies
By: Money_Morning
Kent Moors writes: Don’t let the “normal” lull in oil prices fool you. A major spike in demand is now shaping up again in Asia.
This time, however, China won’t be the only one driving the trend.
According to a recent report by the Manila-based Asian Development Bank (ADB), the entire Asian region will likely experience major challenges in securing enough oil to meets its requirements through 2035.
Read full article... Read full article...
Sunday, November 03, 2013
How to Profit From Low Crude Oil Prices / Commodities / Oil Companies
By: Investment_U
Sean Brodrick writes: This Halloween season, the scariest story for energy investors is how the price of crude oil keeps sliding. But don’t worry – there are ways to profit when oil prices go down.
But first, why are oil prices slumping anyway?
Monday, October 21, 2013
The Big Winners in Kenya’s Oil Debut / Commodities / Oil Companies
By: OilPrice_Com
Kenya will start pumping its first commercial oil next year and begin exporting in 2016, but this is just the opening salvo: new discoveries in recent months and fast-track new well development make Kenya the darling of East Africa from an investor’s perspective.
Kenya is set to soar past Uganda, which discovered oil much earlier, but is now having a hard time getting it out of the ground and into the market. And the next five months should bring not only news of the first commercial output for Kenya, but new commercial prospects coming online.
Read full article... Read full article...
Wednesday, October 16, 2013
Is it the Right Time to Buy Crude Oil Stocks? / Companies / Oil Companies
By: Nadia_Simmons
Without a doubt, oil investors are focusing now mostly on news out of Washington, because it could have the greatest impact on crude prices this week. During the last session we saw this impact very clearly. Light crude fell throughout the session as hopes for a deal to end the U.S. debt crisis steadily diminished, and finally lost over 1%. It's worth noting that this is its lowest close since the beginning of July.
Tuesday, August 27, 2013
Crude Oil, Oil Stocks and the Gold Link / Commodities / Oil Companies
By: Nadia_Simmons
The second half of the previous week brought interesting pieces of economic data and disturbing geopolitical news.
On Wednesday, weekly inventory data from the U.S. Energy Information Administration (EIA) showed that crude oil inventories declined in line with forecasts. Traders had expected inventories to decline by 1.5 million barrels, while the actual decline came in slightly lower - at 1.428 million barrels. Taking into account another weekly inventory decline, current crude supplies are at their lowest level since Aug. 31 last year.
Read full article... Read full article...
Friday, June 21, 2013
How to Find Great Value In The Energy Stocks Sector / Companies / Oil Companies
By: Charles_Carnevale
This will be the second in a series of articles designed to find value in today’s stock market environment. However, it will be the first of 10 articles covering the 10 major general sectors. In my first article (found here), I laid the foundation that represents the two primary underlying ideas supporting the need to publish such a treatise. First and foremost, that it is not a stock market; rather it is a market of stocks. Second, that regardless of the level of the general market, there will always be overvalued, undervalued and fairly valued individual stocks to be found.
Additionally, my focus in this and all subsequent articles will be on identifying fairly valued dividend growth stocks within each of the 10 general sectors that can be utilized to fund and support retirement portfolios. Therefore, when I am finished, the individual investor interested in designing their own retirement portfolio should find an ample number of selections to properly diversify a dividend growth portfolio with.
Read full article... Read full article...
Monday, May 06, 2013
How to Hedge Crude Oil Prices in Volatile Markets / Companies / Oil Companies
By: Money_Morning
Dr. Kent Moors writes: Welcome to the new pricing environment.
We're already started to see kneejerk reactions to short-term indicators last Friday.
A better than expected jobs report sent crude oil prices higher immediately. The figure was encouraging but not a barnburner. Of course, some massive upward revisions for the previous two months hardly hurt either.
Read full article... Read full article...
Wednesday, March 13, 2013
How Rockefeller Parlayed Pipelines into Billions / Commodities / Oil Companies
By: Casey_Research
For at least two thousand years, the Chinese of Sichuan, in south-central China, have dug or drilled holes to tap a briny aquifer, the trapped remains of an ancient inland sea. They boiled down the brine to make crystals of sodium chloride – salt – a food preservative and seasoning so critical in the days before refrigeration that whole civilizations flourished or waned based on its commerce.
The story goes that one day a lightning bolt struck one of the wells, sending a pillar of fire tens of meters into the air. Excited locals named the phenomenon "Wells of Fire." They didn't yet realize it, but they had discovered that natural gas is often associated with salt resources.
Read full article... Read full article...
Tuesday, March 12, 2013
Oil Explorers Beware: Hackers Are Eyeing What You Know / Commodities / Oil Companies
By: OilPrice_Com
While most would think that the risks junior oil and gas companies are taking in exploring new frontiers as far away as the remote reaches of Africa are related to government instability and conflict, another risk they face is right at home and lies right beyond their network firewalls.
Read full article... Read full article...
Tuesday, March 12, 2013
Two Energy Stocks to Buy Now Before Prices Rebound / Companies / Oil Companies
By: Money_Morning
Tim Melvin writes: If you're looking for energy stocks to buy, now's a good time to snag some deals.
Energy stocks have seriously lagged the overall stock market for some time now as the weak economy has reduced demand.
The Energy Information Agency released a report Feb. 27 stating that oil demand in 2012 was the lowest since 1996, and gasoline demand was the lowest since 2001.
Read full article... Read full article...
Thursday, February 21, 2013
How to Profit From Accelerating Global Energy Crisis / Commodities / Oil Companies
By: Money_Morning
Kent Moors writes: For months, the signs of an impending global energy shakeup have been building.
This is not to say that we have an impending long-term shortage (it is not, in other words, a Peak Oil prophecy coming true) or that the lights are about to go out around the globe.
However, it does appear we are moving into another round of concerns for energy balance and production moving forward.
Read full article... Read full article...
Tuesday, February 12, 2013
Are You Picking the Right Stock for Higher Oil Prices? / Companies / Oil Companies
By: InvestmentContrarian
Sasha Cekerevac writes: One of the most difficult aspects of investing is adjusting one’s economic forecast to the dynamic and ever-changing global economic environment. An investor cannot be so dogmatic that they are unable to shift their economic forecast as new data come out.
For much of the second half of last year, there were many fears that China was going to encounter a significant slowdown, and many analysts had been lowering their economic forecast for that nation. Recent data, however, show that perhaps the Chinese economy might be able to rebound, at least in the short term.
Read full article... Read full article...
Wednesday, February 06, 2013
Read This Before You Buy Oil Stocks / Commodities / Oil Companies
By: GrowthStockWire
"You have to buy the oil stocks," a so-called "expert" proclaimed on CNBC yesterday.
"They're under-owned, and the price of crude oil is running higher."
Oil stocks have indeed enjoyed a tremendous rally over the past few weeks. The Energy Select Sector SPDR Fund (XLE) is up more than 10% since the start of 2013. And the fund is just pennies away from making a new multi-year high.
Wednesday, January 30, 2013
What the Narrowing WTI/Brent Crude Oil Price Gap Means for Investors / Commodities / Oil Companies
By: The_Energy_Report
Increasing pipeline capacity in the U.S. is expected to help close the troubling price differential between West Texas Intermediate and Brent prices. In this interview with The Energy Report, newsletter editor and international stock market strategist Elliott Gue discusses how this trend and other developments are affecting investment prospects, sharing some favorite names with upside potential.
The Energy Report: U.S. oil prices hit their third peak of 2012 soon after your last interview with us, then bottomed around $85 per barrel ($85/bbl) in early November. Now they're back in the mid-$90s. What's causing the recent strength?
Read full article... Read full article...
Sunday, January 13, 2013
Deleted / Commodities / Oil Companies
By: Submissions
deletedRead full article... Read full article...
Tuesday, January 08, 2013
Crude Oil Stocks Forecast 2013 / Commodities / Oil Companies
By: David_Petch
This article was published for the benefit of subscribers on January 7th, 2013. The purpose of this article is to discuss what lies ahead in 2013. Areas not discussed are prior articles relating to 9 healthcare stocks in uptrends or the most recent update regarding the S&P 500 and AMEX Gold BUGS Indices. General concepts are shared in this article, with more detailed information and future dates kept for subscribers. We thought it was important to share this information to help guide investors for the turbulent period of time that lies ahead into 2014.
Friday, January 04, 2013
The Best-Positioned Oil Companies for 2013 / Companies / Oil Companies
By: The_Energy_Report
The trading ranges for oil and gas haven't changed that much since we last touched base with Phil Weiss, senior analyst at Argus Research, but the entire landscape for both North American and international oil and gas exploration has shifted dramatically. In this interview with The Energy Report, Weiss summarizes the impacts of increased production both at home onshore and in international waters, sharing some names he finds best positioned to benefit in the coming year.
The Energy Report: It's been over two years since your last interview with us. At that time you told us you were using $85/barrel (bbl) oil in your modeling for 2011. Is this "déjà vu all over again"?
Read full article... Read full article...
Friday, December 21, 2012
Energy Sector Shocking 2013 Predictions / Commodities / Oil Companies
By: The_Energy_Report
Byron King, editor of the Outstanding Investments and Energy & Scarcity Investor newsletters, is expecting surprises in the energy sector in 2013. In this interview with The Energy Report, King discusses his forecasts for fracking's impact on oil and gas prices, a worldwide uranium shortage and a possible change in the economics of alternative energy sources.
The Energy Report: Let's start with a recent takeover deal that's been getting a lot of criticism in recent weeks. Freeport-McMoRan Copper & Gold Inc. (FCX:NYSE) made a $9 billion takeover offer for the oil and gas explorer McMoRan Exploration Co. (MMR:NYSE) and Houston-based Plains Exploration & Production (PXP:NYSE). Are you happy with this deal?
Read full article... Read full article...
Monday, December 10, 2012
How Big Investors Are Playing the "New World Order" in Oil and Gas / Companies / Oil Companies
By: Money_Morning
Peter Krauth writes:
Thanks to the fracking boom of the last few years North America is now on a path toward energy self-sufficiency.
In fact, the International Energy Agency (IEA) now believes that, thanks to astonishing growth in oil and natural gas output, the U.S. could even become a net exporter of natural gas by 2020, and even net-energy self-sufficient by 2035.
Read full article... Read full article...
Thursday, December 06, 2012
Energy Sector Storm Brewing – Oil & Gas Stocks / Companies / Oil Companies
By: Chris_Vermeulen
Oil and gas along with their equities have been underperforming for the most part of 2012 and they are still under heavy selling pressure. I watch the oil futures chart very closely for price and volume action. And the one thing that is clear for oil is that big sellers are still unloading copious amounts of contracts which is keeping the price from moving higher. Oil is trading in a very large range and is trending its way back down the lower reversal zone currently. Once price reverses back up and starts heading towards the $100 and $105 levels it will trigger strong buying across the entire energy sector.
Read full article... Read full article...
Sunday, November 04, 2012
Gazprom to Produce Shale Oil / Commodities / Oil Companies
By: Pravda
As soon as the United States launched a campaign to promote shale, this type of energy stopped being trendy. The new trend is shale oil, and "Gazprom", as an avid trend-follower, will produce it. The reserves of this type of oil are twice as large as the reserves of conventional oil. This means that the potential profit calculated in the minds of the gas industry, would grow significantly.
Read full article... Read full article...
Friday, October 12, 2012
Energy Stocks Investment Is an International Adventure / Commodities / Oil Companies
By: The_Energy_Report
Looking for outsized returns? Then broaden your horizons, suggests National Bank Financial Analyst Darrell Bishop, who focuses on regions where property acquisition is cheaper and oil sells at the Brent premium. In this exclusive interview with The Energy Report, Bishop whisks us around from Western Europe's North Sea, to behind the former Iron Curtain in Albania, to developing energy plays in New Zealand. Learn how to navigate the risks of the space and what makes a far-from-home smallcap worth it.
The Energy Report: You make the case that investors should take a look at small-cap international energy companies. Why?
Read full article... Read full article...
Friday, October 05, 2012
BP Gulf Oil Disaster Well Leaking Again, New 4-Mile Slick / Companies / Oil Companies
By: Washingtons_Blog
BP’s Macondo Well May Leak for Years
CNN reports:
Read full article... Read full article...An oil sheen about four miles long has appeared in the Gulf of Mexico near the site of the worst oil spill in U.S. history, a Coast Guard spokesman said Thursday.
Wednesday, August 22, 2012
Busting the Peak Oil Myth / Companies / Oil Companies
By: The_Energy_Report
Peak oil? "Baloney," says Stephen Taylor. However, significant price differentials make for a complicated global market. On that front, Taylor's message is simple: Watch the news to see where the wells are gushing, choose stocks with low operational costs and keep cash on hand for quick near-term profits. Learn which companies are priced to buy in Taylor's exclusive interview with The Energy Report
The Energy Report: Let's start with a macro rundown. What's the Stephen Taylor take on oil and gas markets today?
Read full article... Read full article...
Thursday, August 16, 2012
Taking Advantage of Canada's (Black) Gold Rush / Companies / Oil Companies
By: Roger_Conrad
Politics is a cynical game, rarely more so than during US presidential election years.
And there are few better examples than the off-again, on-again treatment by federal regulators of TransCanada Corp’s (TSX: TRP, NYSE: TRP) attempt to build the Keystone XL pipeline.
The 1,179-mile Keystone pipeline would bring large amounts of oil from Canada’s tar sands south to US refineries for the first time.
Thursday, August 16, 2012
Strong Earnings at Schlumberger Suggest Oil-Field Services Industry In Midst of Up-Cycle / Companies / Oil Companies
By: Elliot_H_Gue
Oil-field services giant Schlumberger grew its second-quarter revenue by 5.3 percent sequentially, led by the reservoir characterization segment, where sales increased by 7.4 percent to $2.8 billion and pretax operating profit margins ticked up 223 basis points to 28.2 percent.Read full article... Read full article...
Friday, August 10, 2012
It's Time to Invest in Argentina's Oil and Natural Gas Plays / Commodities / Oil Companies
By: The_Energy_Report
Argentina's nationalist leanings grabbed major headlines earlier this year, but Mackie Research Analyst Bill Newman says the conflict is unlikely to become a repeating trend with the majors and supermajors currently trolling for oil and gas in the country's Vaca Muerta shales. In fact, Newman expects newer policies to encourage foreign investment in energy exploration. In this exclusive interview with The Energy Report, Newman explains why investors should keep an eye on the region and watch for major catalysts.
Wednesday, August 08, 2012
These Oil and Gas Technologies Lower Costs, Boost Upside / Commodities / Oil Companies
By: The_Gold_Report
There's more to the oil and gas business than drilling holes and distributing what comes out of the ground. Technological advancements in other details of exploration and production are creating major opportunities. In this exclusive interview with The Energy Report, EnerTech Advisor publisher James West fills us in on new cost-cutting technologies and the relatively unknown companies behind them, as well as some major companies that are already benefiting from them.
The Energy Report: In your last interview with The Energy Report, "The Who, What and Where of Energy Investing," you touched on a range of energy subsectors. Why are you placing more emphasis on energy rather than mining investments?
Read full article... Read full article...
Tuesday, August 07, 2012
The Global Race for Energy Resources / Commodities / Oil Companies
By: Frank_Holmes
The world watched in awe as American swimmer Michael Phelps became the most decorated Olympian of all time. I’ve read he’s been training in the pool for an average of 6 hours a day, 6 days per week, which equates to about 30,000 hours since age 13 and about 10,000 calories burned during a training day. It’s inspiring to see the incredible results of his tremendous sacrifice and commitment.
Investing in global markets requires the same sort of stamina, especially at times like this week, when the month’s reading on the manufacturing industry was not encouraging. The J.P. Morgan Global Manufacturing PMI of 48.4 for July was the lowest since June 2009.
Read full article... Read full article...
Saturday, July 28, 2012
Exxon - If You Cant Produce Oil, Sell Assets / Companies / Oil Companies
By: Andrew_McKillop
The second-quarter results for Exxon, which was the world's biggest company by market capitalization until Apple moved into that slot, confirm a stack of trends in world energy and the global economy. Exxon Mobil is still the world’s biggest oil company by market value, even if its combined oil and gas reserves are now minuscule relative to those of a long list of both OPEC and NOPEC national oil companies. Its de facto shift, like the other "historic oil majors" to the refining downstream, energy trading, non-energy activities - and gas production and the hunt for global natural gas resources - makes Exxon highly vulnerable to the global economy's performance, and to falling oil prices.
Tuesday, July 24, 2012
Argentina Economic Crisis to Accelerate Grab of Energy Resources from Corporations / Politics / Oil Companies
By: OilPrice_Com
Angering Spain by seizing and nationalizing a majority of Repsol's shares in YPF and ramping up the rhetoric over the Falkland Islands as exploration deals promise to make the territory a major oil player overnight, Argentina is making few friends in the fossil fuels industry these days. Sam Logan, owner of the Latin America-focused private intelligence boutique, Southern Pulse, speaks to Oilprice.com about the politics of populism behind Argentina's energy aggression.
Wednesday, July 04, 2012
Falling Crude Oil Prices Offer Great Stock Buying Opportunities / Commodities / Oil Companies
By: The_Energy_Report
The "experts" had been talking about oil prices going to $130 per barrel. Now there's talk of $50–60 per barrel oil. Either end of that spectrum is not sustainable in the long run, says Byron King. In this exclusive interview with The Energy Report, he explains why he believes prices will settle in the $80–100 range. In the meantime, the recent pullback offers some interesting buying opportunities for investors ready to pounce when the market finds a bottom, as well as some names investors can nibble on right now.
The Energy Report: Things have been pretty hectic on the global economic and financial fronts lately and the energy markets seem to be defying the expectations and predictions of many analysts. What's your take on where we are and where things are headed?
Read full article... Read full article...
Tuesday, July 03, 2012
Investing in Green Energy Through Big Oil Companies / Commodities / Oil Companies
By: InvestmentContrarian
Sasha Cekerevac writes: There is a growing movement to invest in green energy. The thinking behind this movement is that oil stocks are bad and green energy is good. That type of black-and-white thinking is silly, and it doesn’t appreciate that in life, everything is a shade of gray.
Read full article... Read full article...
Friday, June 15, 2012
Quality Oil and Gas Stocks Are On Sale / Commodities / Oil Companies
By: The_Energy_Report
The pullback in oil prices has created some attractive buying opportunities in both developing and established oil and gas companies, even if oil prices settle in the $80-90/bbl range. In this exclusive interview with The Energy Report, Joel Musante, senior analyst with C. K. Cooper & Co., gives us his insights into current energy markets and talks about several of his favorite names that may reward investors with an appetite for risk.
Tuesday, June 05, 2012
Reports of BP Nabucco Pipeline's Death are Exaggerated / Companies / Oil Companies
By: OilPrice_Com
The refining director at BP caused a stir last week in Berlin when he was interpreted as saying the full version of the Nabucco natural gas pipeline was no longer an option for the consortium working in the Shah Deniz natural gas field in Azerbaijan. Wire services had reported that his statements meant Nabucco was effectively dead despite years of political maneuvering. Not so, said the European Commission, and several other players involved in the 2,149-mile project. It makes sexy headlines to sink a $10 billion ship, but there are plenty of reserves to keep Nabucco at least on standby.
Read full article... Read full article...
Saturday, May 12, 2012
Which Stocks Will Lose the Most in the Coming Energy Bloodbath / Commodities / Oil Companies
By: Marin_Katusa
Marin Katusa, Chief Energy Investment Strategist, Casey Research writes: Yesterday, I made a prediction that should scare a lot of investors.
I predicted a massive loss in market valuation for some of North America's largest energy producers. You might own some of these names yourself.
Read full article... Read full article...
Monday, April 23, 2012
Ride the Boom With These 5 Bakken Oil Shale Stocks / Companies / Oil Companies
By: Money_Morning
David Zeiler writes:
The Bakken oil shale boom is the opportunity of a lifetime.
With activity ramping up rapidly - production has soared from 100,000 barrels a day in 2005 to 494,000 barrels a day in February - the Bakken oil shale boom could turn out to be just as big, if not bigger than the California gold rush 1849.
Read full article... Read full article...
Wednesday, April 18, 2012
Domestic Crude Oil Production Is Bullish for Americans / Commodities / Oil Companies
By: The_Energy_Report
For Morgan Stanley Analyst Evan Calio, a challenge is really an opportunity, at least when it comes to finding discounted equities in the oil and gas space. In this exclusive interview with The Energy Report, he explains why the distribution bottleneck that is causing a historically wide price differential between WTI and Brent is actually an opportunity for refiners and Americans everywhere.
The Energy Report: Oil and gas controversies are all over the news these days. Evan, what is your take on the space?
Read full article... Read full article...
Tuesday, April 17, 2012
Big Opportunity in Big Oil: Total (NYSE: TOT) / Commodities / Oil Companies
By: Elliot_H_Gue
On March 25, France-based Total announced that it had detected a natural gas leak at its Elgin Platform in the UK portion of the North Sea, about 240 kilometers (150 miles) from the Scottish coast near Aberdeen. The company shut in the wells surrounding the platform and evacuated all personnel safely with no reported injuries. Total also set up a 2-mile safety perimeter around the field to protect passing boat traffic from danger.Read full article... Read full article...
Friday, April 13, 2012
Don't Believe Every Energy Dividend Story You Hear / Companies / Oil Companies
By: Marin_Katusa
Marin Katusa, Casey Research writes: My most recent trip to Calgary gave me a welcome chance to catch up with friends and colleagues in Cow Town's oil and gas sector. I found out about new projects, investigated companies of interest, and came away with an improved feel for the current state of affairs – what's hot, what's not, and why.
Tuesday, March 13, 2012
Goldman Sachs Bullish on Oil and Gas Pipeline Companies / Companies / Oil Companies
By: Money_Morning
James Baldwin writes:
Nothing like having Goldman Sachs (NYSE: GS) confirm what we've already been saying for a year.
But last week, Goldman Sachs reminded us that they are bullish on the oil and gas pipeline sector by upgrading a number of portfolio stocks that have been prominent features of our portfolios and discussion on the sector.
Read full article... Read full article...
Monday, March 12, 2012
The Best Way Investors Can Turn High Gas Prices into High Octane Profits / Companies / Oil Companies
By: Money_Morning
Jason Simpkins writes:
Average gas prices currently are about $3.75 according to AAA's Daily Fuel Gauge Report.
That's higher than the average for all of 2011, which was the priciest year ever for gasoline. And what's worse is they're only going higher from here.
Read full article... Read full article...
Friday, March 09, 2012
Crude Oil Stocks Room to Run / Commodities / Oil Companies
By: Zeal_LLC
With Iran waxing belligerent again, oil has been making headlines lately. Stock speculators and investors are anxiously watching its price, gaming how oil stocks are likely to react to various oil-price scenarios. And since the oil complex has already enjoyed a strong upleg, plenty of topping fears exist. But the technicals of oil and the leading oil-stock index, as well as their ratio, show lots of room to run higher yet.
Wednesday, February 15, 2012
A Contrarian Oil & Gas Play That Could Spell Profits for Investors / Companies / Oil Companies
By: Money_Morning
Jack Barnes writes:
SandRidge Energy Inc. (NYSE: SD) is a company that I'm very familiar with - and yet it's an enigma even to me.
I mean that quite literally.
You see, I recently paid a visit to the SandRidge building during a trip to Oklahoma City. After getting my security badge, I began to make my way to the 12th floor.
Read full article... Read full article...
Friday, January 06, 2012
Finding Growth in a Flat Energy Market / Companies / Oil Companies
By: The_Energy_Report
Clean balance sheets, cash flow visibility and trading liquidity in oily stocks are the cornerstones of investment success in junior E&Ps, according to Oil and Gas Analyst Tim Murray of Desjardins Securities. In this exclusive interview with The Energy Report, Murray lays out his risk/reward proposition for his very favorite names.
The Energy Report: Tim, what is your investment thesis right now?
Read full article... Read full article...
Wednesday, December 21, 2011
How to Profit from Peak Oil, Investor Opportunities of a Lifetime / Commodities / Oil Companies
By: The_Energy_Report
With resource stocks extraordinarily cheap, 321energy.com Founder Bob Moriarty calls them "an opportunity of a lifetime," in this exclusive interview with The Energy Report. However, investors need to steer clear of the dangers of derivatives. Moriarty explains how the hypothecation hobgoblins associated with these instruments can sneak up on investors and zero out accounts in a flash.
Friday, December 16, 2011
America's Energy Pipeline Dreams / Commodities / Oil Companies
By: Marin_Katusa
Marin Katusa, Casey Research writes: The Keystone XL ruckus shone a light on pipelines like never before. From the heated nature of the debate one could be forgiven for thinking that long, high-volume pipelines are something new to America. Really, that couldn't be further from the truth: The United States built its first pipeline in the 1840s, and there are now more than a million kilometers of oil and gas pipelines crisscrossing the country.
Friday, December 16, 2011
Canadian Oil to Support Market Growth / Commodities / Oil Companies
By: The_Energy_Report
As developing countries increase their energy consumption, the oil and gas sector will continue to grow, powered by Canadian companies feeding global demand. In this exclusive interview with The Energy Report, President and Portfolio Manager Bill Bonner of Brickburn Asset Management in Alberta reveals several energy companies with maximum production and growth potential.
Tuesday, December 13, 2011
Cyber Crime, The "New" Biggest Threat to the Energy Industry / Companies / Oil Companies
By: Money_Morning
Kerri Shannon writes:
The energy industry has a dangerous enemy that is getting stronger and more motivated to damage companies' operations and wreak havoc on global oil prices.
This new threat comes from the growing trend of cybercrime, and the criminals have become more focused on disrupting large industrial systems, like those operating in the energy industry.
Read full article... Read full article...
Friday, December 09, 2011
Small-Cap Energy Stocks to Watch / Commodities / Oil Companies
By: The_Energy_Report
Strong oil prices are paving the way for some outstanding buying opportunities, says Young Capital Management Portfolio Manager Josh Young in this exclusive interview with The Energy Report. He points to four of his favorite undervalued plays, which may not stay below the radar long.
The Energy Report: Can you give us a little update on your current appraisal of the energy markets since we last spoke in July?
Read full article... Read full article...
Monday, December 05, 2011
Anadarko Petroleum is a "King" in the U.S. Oil and Gas Industry / Companies / Oil Companies
By: Money_Morning
Jack Barnes writes:
Anadarko Petroleum Corp. (NYSE: APC) has been a big player in U.S. onshore oil and gas production, and it's about to get significantly bigger, unlocking incredible profits for investors.
Anadarko has stakes in some of the most prolific U.S. oil fields in Texas, Colorado, Wyoming, Utah, and Pennsylvania. It's also an international leader in unconventional production, employing methods like horizontal drilling to increase productivity rates from deep wells.
Read full article... Read full article...
Wednesday, November 16, 2011
Is It a Good Time to Invest in Oil and Gas Pipeline Companies? / Commodities / Oil Companies
By: Marin_Katusa
Marin Katusa, Casey Energy Opportunities writes: Let's begin by positioning the sector. Investing in a pipeline company is similar to investing in a utility: Like electricity providers, pipeline companies operate in heavily regulated environments, and once they are up and running, pipeline operators enjoy stable cash flows from long-term contracts.
Monday, November 14, 2011
EOG Resources Inc.(NYSE: EOG) Is Looking to Lead U.S. Oil Production / Companies / Oil Companies
By: Money_Morning
Jack Barnes writes:
EOG Resources Inc. (NYSE: EOG) has undergone a massive change in its business model - and it's paying off astoundingly.
EOG Resources used to be known as a leader in natural gas exploration and production.
Read full article... Read full article...
Thursday, November 10, 2011
Marathon Petroleum May Soon Be the World’s Richest Crude Oil Refiner / Companies / Oil Companies
By: Money_Morning
Jack Barnes writes:
There's an oil price trend that's giving some oil refining companies a huge competitive edge.
Specifically I'm referring to Marathon Petroleum Corp. (NYSE: MPC).
Read full article... Read full article...
Friday, October 28, 2011
Energy Companies Meeting Emerging Market Demand / Companies / Oil Companies
By: The_Energy_Report
Headlines scream gloom and doom, but Vikas Ranjan of Ubika Research sees brilliance on the horizon. As emerging markets develop, opportunities for profit abound: it's only a matter of identifying the most in-demand commodities. Meanwhile, cleantech companies are creating commercial solutions to keep the lights on and the water flowing. In this exclusive interview with The Energy Report, Vikas discusses the new Ubika Mining 30 Index and some companies ready to feed the need.
Friday, October 21, 2011
Investor Opportunities in Shale Oil and Gas Drilling / Commodities / Oil Companies
By: The_Energy_Report
After nearly 30 years as an investment banker and another 20 years providing consulting to small companies, Newport Capital Consultants Founder and President Gary Bryant knows all the ins, outs, risks and rewards of small-cap investment. In this exclusive interview with The Energy Report, he shares his knowledge on what factors push small- and mid-cap growth, as well as some surprising new business models changing the dynamics of shale drilling.
Friday, October 14, 2011
Crude Oil Stocks Deeply Oversold / Companies / Oil Companies
By: Zeal_LLC
The recent recession-fear craze hammered commodities prices, crushing the stocks of the companies that produce them. Commodities stocks were wholesale abandoned by frightened traders, left bludgeoned and bleeding. But driven to deeply-oversold levels, they got incredibly cheap relative to their underlying fundamentals and bull-market precedent. Oil stocks are a shining example of this great opportunity.
Wednesday, October 05, 2011
Hot Canadian Oil and Natural Gas Stocks / Commodities / Oil Companies
By: The_Energy_Report
With well over 100 attractive companies to choose from in the mid-tier Canadian oil and gas industry, investors have many interesting opportunities to profit from continuing demand growth. In this exclusive interview with The Energy Report, Mackie Research Senior Energy Analyst Robert Cooper zeros in on three of his favorite stocks and elaborates on his investment criteria.
Friday, September 30, 2011
US Oil Boom / Commodities / Oil Companies
By: Zeal_LLC
With the world forging ahead in this modern industrial and technological era, the king of commodities continues to flex its muscles as the most indispensable of resources. Oil, the lubricant of global commerce, is seeing record levels of demand.
Amazingly global oil demand is up nearly 50% in just the last 25 years. In 2010 it is estimated that a record 87m barrels per day (bpd) were consumed, surpassing the previous high from 2007. And it is forecasted that 2011’s will come in even higher, at around 89m bpd.
Read full article... Read full article...
Thursday, September 29, 2011
BP Prudhoe Bay Royalty Trust Offers Consistent 9.9% Yield as Oil Prices Climb / Companies / Oil Companies
By: Money_Morning
Jack Barnes writes:
With oil prices far from record highs, but expected to rise in coming months, it's time to examine oil-related investments - especially those with high yields.
The West Texas Intermediate (WTI) benchmark was approaching $90 a barrel two weeks ago, but has since slipped more than 7% due to concerns over the European debt crisis.
Read full article... Read full article...
Friday, September 23, 2011
Undervalued Crude Oil Stocks / Companies / Oil Companies
By: Zeal_LLC
The grinding 6-week-old bottoming process following the stock-market correction is doing its job, shaking out all the weak hands. These traders who haven’t learned to suppress their own fear are selling low, disproportionately hammering popular sectors like commodities stocks. Excessive and unsustainable fear drives incredible bargains, including in oil stocks. They are super-oversold and very undervalued.
Thursday, September 01, 2011
Exxon Mobil Scores a Coupe by Gaining Access to Russian Arctic Oil Reserves / Companies / Oil Companies
By: Money_Morning
David Zeiler writes:
With fresh sources of oil becoming increasingly scarce, Exxon Mobil Corp. (NYSE: XOM) scored a major coup on Tuesday by making a deal for access to the vast reserves of Russian Arctic oil.
Many companies were in the hunt for the Russian Arctic oil, including BP PLC (NYSE ADR: BP), Royal Dutch Shell PLC (NYSE ADR: RDS.A), Chevron Corp. (NYSE: CVX), Total SA (NYSE ADR: TOT) and Statoil ASA (NYSE ADR: STO), but it was Exxon that walked away with the prize.
Read full article... Read full article...
Tuesday, August 30, 2011
Western Oil Majors Will Get the First Crack at Libyan Oil Production / Companies / Oil Companies
By: Money_Morning
David Zeiler writes:
Countries that supported the overthrow of dictator Moammar Gadhafi's regime are likely to get first crack at post-war Libyan oil production, while those that sat on the sidelines are at risk of losing out.
"We don't have a problem with Western countries like the Italians, French and U.K. companies. But we may have some political issues with Russia, China andBrazil," Abdeljalil Mayouf, information manager at Libyan rebel oil firm AGOCO, told Reuters.
Read full article... Read full article...
Thursday, August 25, 2011
Libya's Post Gadhaffi Future - Who gets the Oil? / Politics / Oil Companies
By: OilPrice_Com
Muammar Gadhaffi's 42 year-old regime is in its death rattle - maybe today, maybe tomorrow, his administration that has ruled Libya with a quixotic and brutal hand is about to pass, in Trotsky's piquant phrase, "into the dustbin of history," prompting the question "what next?"
Thursday, August 04, 2011
Venezuela to Compensate American Oil Companies for Nationalization? / Companies / Oil Companies
By: OilPrice_Com
If Cuba's Fidel Castro is America's favorite Latin American bête noire, then Venezuela's Hugo Chavez qualifies as Washington's reigning Prince of Darkness.In 1960, Fidel Castro nationalized US business interests without compensation, bringing down on impoverished benighted country 51 years of sanctions that continue to the present day.
Read full article... Read full article...
Friday, July 22, 2011
Bullish Crude Oil Technical's, Excellent Buying Opportunity in Oil Stocks / Commodities / Oil Companies
By: Zeal_LLC
Averaging $96 so far this summer, crude oil certainly doesn’t feel cheap. Nevertheless, its technicals are looking increasingly bullish. After recently bouncing out of a major correction, oil appears to be embarking on a new bull-market upleg. If one is indeed brewing, speculators and investors alike ought to capitalize on this excellent buying opportunity in oil stocks.
Wednesday, July 20, 2011
Gazprom's Increasing Influence Throughout Central Asia and Eastern Europe / Politics / Oil Companies
By: OilPrice_Com
The December 1991 collapse of the USSR was an unmitigated disaster for all 15 nations emerging from the desiccated carapace of the Soviet Union.
Now, like a plate of mercury smashed with a hammer, rivulets of the former USSR member state's energy assets two decades later are trickling back under the control and influence of Eurasia largest energy concern, Gazprom.
Wednesday, July 20, 2011
Buy Energy Stocks - On Sale Now! / Commodities / Oil Companies
By: The_Energy_Report
Marshall Berol and Craig Valdes are concentrating their focus on resource stocks in their Encompass Fund portfolio. In this exclusive interview with The Energy Report, they share their current thinking regarding the energy sector and give us the names of some stocks that are attractively priced now and that could do well as global energy demand grows. They remain very positive on the prospects for nuclear and see oil demand growing.
Friday, July 01, 2011
Looking for Oil and Gas Values, Not Value Traps / Commodities / Oil Companies
By: The_Energy_Report
Sprott Energy Fund Portfolio Manager Eric Nuttall wants an edge when he can find one. He's bullish on oil, but he prefers to play the good oil story, not the commodity. And even though he's bearish on natural gas, he's finding names that may provide exceptional growth. Eric shares his best ideas in this exclusive interview with The Energy Report.
Tuesday, June 28, 2011
Stiff Resistance for Exxon / Companies / Oil Companies
By: Mike_Paulenoff
From a point and figure chart perspective, today's $1.00 recovery rally in Exxon (XOM) does not appear to be consequential, at least not yet. Heavy resistance starts at 78.50 and stretches up to 81.00, which will have to be hurdled on a print of 81.25 to trigger a significant near-term buy signal.
Read full article... Read full article...
Wednesday, June 08, 2011
Capitalize on Crude Oil Stock Fluctuations / Commodities / Oil Companies
By: The_Energy_Report
Chen Lin is a successful resource investor who loves energy equities because he can uncover treasures still hidden from the very markets that will later recognize their value and bid them up. In this exclusive interview with The Energy Report, Chen shares names of some of his favorite positions currently boosting his portfolio.
Friday, June 03, 2011
Global Implications of Offshore Oil Dispute in South China Sea / Politics / Oil Companies
By: OilPrice_Com
The world's unceasing quest for new oil deposits has combined with offshore technology to impel many countries to investigate their offshore resources in their "exclusive economic zone," (EEZ) defined by the 1982 United Nations Convention on the Law of the Sea Part V, Article 55 as extending 200 nautical miles from a nation's coastline.Read full article... Read full article...
Wednesday, June 01, 2011
Oil Is the Next Big Play for Energy Stocks / Currencies / Oil Companies
By: The_Energy_Report
Light oil is the sweet spot for Jennings Capital Oil and Gas Analyst Tim Murray. He's finding plays that tap into pools via horizontal drilling. In this exclusive interview with The Energy Report, Tim talks about finding big growth stories in small companies that require investors to take on a bit more risk.
Tuesday, May 31, 2011
The Krill Oil Stocks Boom is Real / Commodities / Oil Companies
By: Q1_Publishing
There’s a new type of oil that’s causing a major stir in the markets.
This oil boom has nothing to do with crude oil or energy though. But it still has the potential to be just as profitable.
I’m talking about krill oil.
Krill are tiny shrimp-like crustaceans. They are usually between one and five centimeters long. They are found in extremely cold water like the frigid waters of the northern Pacific and offshore Antarctica.
Friday, May 27, 2011
Oil Stocks Base Evaluation on $90 Crude Oil Price / Commodities / Oil Companies
By: The_Energy_Report
Platform Advisors Founder Adam Michael searches the globe for oil and gas discovery stories with established cash flows that support share value in reasonably secure political environments. In this exclusive interview with The Energy Report, Adam reveals some names from his own portfolio holdings that he believes could generate considerable upside production growth to return significant multiples for investors, even if oil prices hover at $90/bbl for the next year.
Wednesday, May 11, 2011
Small Oil Companies Poised for Big Growth / Commodities / Oil Companies
By: The_Energy_Report
Hedge fund Founder Steve Palmer invests in micro- and small-cap companies that might grow explosively through successful exploration or development of novel technologies. By maintaining his focus on ground-breaking companies rather than commodities, Steve's AlphaNorth Partners Fund has achieved an extraordinary annualized return of 57.3% for the three year period ending April 30, 2011. In this exclusive interview with The Energy Report, he shares his secrets for targeting growth companies.
Wednesday, April 27, 2011
Oil Field Services and Equipment Sector Investing / Commodities / Oil Companies
By: The_Energy_Report
Large oil-drilling projects in the U.S. and abroad, the price of oil and new drilling technologies have brought growth and stability to oil field services and equipment companies. Read why investors are looking at this sector in The Energy Report's exclusive interview with Brian Uhlmer, managing director and senior analyst of Global Hunter Securities' Energy Group.
Friday, April 22, 2011
Bullish on Unconventional Crude Oil Investment Plays / Commodities / Oil Companies
By: The_Energy_Report
Pain at the pump for consumers is windfall time for E&P companies. When the low-hanging fruit of old oil and gas fields is exhausted, companies are incentivized to move to new and different regions where the potential reward profile might justify the inherent risk of difficult or unexplored environs and potential political upheaval. In this exclusive interview with The Energy Report, Pathfinder Asset Management Associate Portfolio Manager Taylor MacDonald tells investors where he's finding new ways to play growing energy demand.
Thursday, April 21, 2011
Oil Services Stocks Correction Due? / Commodities / Oil Companies
By: Dian_L_Chu
Michael Tarsala writes: Oil services stocks are seeing downside earnings revisions and bearish options bets ahead of earnings, and could be in danger of losing their price uptrend, according to a Thomson Reuters technical signal.
The options positioning suggest there’s a lot less optimism for services versus drillers and refiners, and less hope they’ll have another blockbuster quarter.
Read full article... Read full article...
Friday, March 18, 2011
Oil Shale Stock Plays From Around the World / Commodities / Oil Companies
By: Keith_Schaefer
Dear OGIB Reader,
How much oil is there in newly economic shale oil deposits around the world?
We won’t know that for 50 years or more, but it’s not stopping energy companies from publicizing some extremely large prospective resource estimates – like, tens of billions of barrels of oil – with almost no data to back it up, and only one similar play on earth with any operating history. A prospective resource is an estimate of the amount of oil that might be the recoverable volume of oil in an area.
Thursday, March 10, 2011
Crude Oil's March Madness a Boost for Refiners / Commodities / Oil Companies
By: Money_Morning
Frank Holmes writes :
March Madness is still a few weeks away for college basketball fans, but the madness of March is in full swing for the oil sector. Turmoil in the Middle East sent oil prices up more than 6% last week - following a 5.2% gain in February. We also happen to be entering a time of year that has historically been good for energy prices and energy equities in recent decades.
Wednesday, March 09, 2011
Horizontal Drilling an Oil & Gas Game-Changer / Commodities / Oil Companies
By: The_Energy_Report
Over the last decade, more and more North American onshore oil and gas (O&G) production has come from past-producing deposits and shale. In this exclusive interview with The Energy Report, Wellington West Capital Oil and Gas Analyst Kevin Shaw talks about the technology behind this shift and how it's affecting sector plays domestically. He also discusses what's happening on the international circuit as North American E&P companies take their newfound know-how and multistage horizontal fracing expertise to new oil and gas hotspots in places like Argentina, Europe and New Zealand.
Tuesday, March 08, 2011
Petrobras (PBR) Destined to Pass ExxonMobil as Global Oil Colossus / Companies / Oil Companies
By: Trader_Mark
I have not written about Brazilian oil giant Petrobras (PBR) because frankly the stock has been a quite poor performer due to its pseudo government-private stature. Sort of the Fannie Mae of oil production. With the recent spike in oil, the stock has perked up, but some horrid terms on a share sale put immense pressure on the name through most of 2010.
Monday, March 07, 2011
BP Poised to Test Rally Peak / Companies / Oil Companies
By: Mike_Paulenoff
BP plc (NYSE: BP) gapped up this morning and has made a new recovery high at 49.10 so far, on the way to testing its prior significant rally peak at 49.50 from Jan 14.
My near-term work argues in favor of a test and hurdle of 49.50 into the 49.70/90 area prior to the "need" for a correction of the larger upmove off the Feb 11 pivot low at 45.55.
Tuesday, February 22, 2011
Libya Crisis and Crude Oil Stock Portfolio Positions / Commodities / Oil Companies
By: Richard_Shaw
Many of you may be watching the reports of the revolt in Libya on TV and listening to breathless commentators. Clearly, the situation in the Middle East is changing. But let's balance the TV excitement about oil and Libya with logic and data.
First, whatever government results from the revolts in oil producing countries, they need to sell their oil to support their regimes as much as the rest of the world needs to buy their oil. Therefore, looking past short-term supply disruption concerns, oil wells will not be shut down long-term and oil will continue to flow.
Read full article... Read full article...
Wednesday, February 16, 2011
Crude Oil Stocks Investing / Companies / Oil Companies
By: The_Energy_Report
In 2010, some of the best-performing companies in the E&P space transitioned to a heavier focus on oil, which has been strong, and away from natural gas where prices are weak. That trend is likely to continue this year, according to Rodman & Renshaw Senior Analysts Jeff Hayden and Chad Mabry who remain bullish, even though they're not betting on sustained prices above $100/Bbl. In this exclusive interview with The Energy Report, Jeff and Chad bring some growth and value ideas into sharp focus.
Wednesday, February 02, 2011
BP Reinstates Dividend on 30% Profit Increase / Companies / Oil Companies
By: Money_Morning
Don Miller writes:
After posting a 30% rise in fourth-quarter net profit, BP PLC (NYSE ADR: BP) yesterday (Tuesday) announced the long-awaited resumption of its quarterly dividend.
The U.K.-based oil giant said it would pay a dividend of seven cents a share for the fourth quarter of 2010. BP suspended its payout - which had been twice as large - last year to help cover the cost of the Deepwater Horizon oil spill.
Read full article... Read full article...
Wednesday, February 02, 2011
Oil and Gas Exploration and Production Companies with Margins for Error / Companies / Oil Companies
By: The_Energy_Report
Andrew Coleman, E&P analyst with Madison Williams & Co., is all about the numbers. His research reports are laden with calculations proving or disproving his 2011 investment thesis, which is that reserves and production growth, especially in liquids-rich oil plays, will continue to drive the share prices of E&Ps even higher. In this exclusive interview with The Energy Report, Andrew provides you with his favorite oil and gas names for 2011, as well as some others with margins stout enough to withstand just about anything the market throws at them.
Friday, January 28, 2011
Oil Companies Pumping Profits as Crude Continues to Climb / Companies / Oil Companies
By: Money_Morning
Jason Simpkins writes:
Despite political fallout from the Gulf oil spill, drilling and oil services companies made big waves in the waning months of 2010. And they're likely to carry that success through 2011 as higher oil prices and political gridlock keep the profits pumping.
Baker Hughes Inc. (NYSE: BHI), Halliburton Co. (NYSE: HAL), Helmerich & Payne Inc. (NYSE: HP), and Occidental Petroleum Corp. (NYSE: OXY) are among the oil companies that produced outstanding results in the final three months of 2010.
Read full article... Read full article...
Tuesday, January 25, 2011
Crude Oil's Headed for $150, Here's What You Need to do... / Companies / Oil Companies
By: Money_Morning
Kent Moors writes:
Crude oil is about to skyrocket in price.
In fact, I believe we'll be looking at $150-a-barrel oil by mid-summer.
Read full article... Read full article...
Tuesday, January 18, 2011
BP Attempts Another Venture Into Russian Oil Industry in $16 Billion Deal / Companies / Oil Companies
By: Money_Morning
Kerri Shannon writes:
BP PLC (NYSE ADR: BP) on Friday announced it was entering a $16 billion share swap deal with Russian oil industry giant NK Rosneft OAO (PINK: RNFTF). The deal will give BP access to areas of the Russian Arctic that were previously off limits to foreign companies, but it will come at a political cost.
Wednesday, December 29, 2010
Rising Crude Oil Prices Make Exploration and Production Profitable / Companies / Oil Companies
By: The_Energy_Report
Why look for value in energy exploration and production when you can get growth? For Global Hunter Securities' Senior Analyst Philip McPherson, the story is first about taking advantage of supply and demand fundamentals in the critical industry of E&P, and then getting a deal on oil in the ground. In this exclusive interview with The Energy Report, Philip outlines the characteristics he looks for in companies and where his growth thesis can pay off for investors.
The Energy Report: Your area of coverage is exploration and production. Do small caps and large caps trade similarly? Do they follow similar patterns?
Friday, December 17, 2010
Go Long on Oil Stocks / Commodities / Oil Companies
By: The_Energy_Report
AlphaNorth Asset Management President and CEO Steve Palmer believes further economic growth in China and the ongoing economic recovery in the U.S. will send oil prices over $100 a barrel in the first half of 2011. But he picks his oil equities knowing the oil price will play only a small role in determining any share-price appreciation. For him, it's about getting in early on companies with reasonable prospects for massive gains. In this exclusive interview with The Energy Report, Steve shares three of his favorite oily names with outsized potential.
Thursday, December 09, 2010
Russian Oil and Gas Sector Headed for Major Shakeup / Companies / Oil Companies
By: Money_Morning
Kent Moors, Ph.D. writes:
SURGUT CITY, Central Russia – Welcome to Surgut City, about 1,325 miles east of Moscow in the Surgut district, which in turn is the primary area of the Khanty-Mansi Autonomous Region (KMAR).
I am here at the request of the Russian Ministry of Energy, to sit as an outside member on a task force reviewing production options for the next five years.
Read full article... Read full article...
Wednesday, December 01, 2010
Long on Natural Gas, Longer on Crude Oil / Commodities / Oil Companies
By: The_Gold_Report
Even if the pace of China's growth slows dramatically, count on the commodities boom to continue, says Adrian Day Asset Management Chairman and CEO Adrian Day. That bodes well for oil, as China's huge population will at least double per-capita consumption of oil over the next decade—maybe even drive it up fivefold. In this Energy Report exclusive, Adrian discusses Indian and Chinese demand and why he isn't worried long term about natural gas.
Thursday, November 18, 2010
Top Oil and Gas Shale Plays / Commodities / Oil Companies
By: The_Energy_Report
He may not be a theater critic, but SunTrust Robinson-Humphrey Analyst Neal Dingmann is amply qualified to critique the best plays in the energy sector—onshore and offshore, natural gas and oil and even his list of the top-five shale plays. His exclusive interview with The Energy Report also touches on recent and potential mergers and the power of politics.
Tuesday, November 16, 2010
Finding Value in Crude Oil and Natural Gas Equities / Companies / Oil Companies
By: The_Energy_Report
Josh Young, a portfolio manager with Los Angeles, California-based Young Capital Management, is a value investor on the hunt for undervalued companies in the oil and gas space. He launched his fund in September, has earned enticing returns so far, and in this exclusive interview with The Energy Report, discusses some of his hedge fund's equity holdings that are poised to get some love in the market.
Tuesday, October 12, 2010
Russia's Oil Giant Lukoil to Hit Asian Markets / Companies / Oil Companies
By: Pravda
Lukoil, the second largest oil producer in Russia, wants to enter the Asian markets. Currently, the company's shares are traded in New York, London and Frankfurt. Recently, the company's management purchased a part of its holding of shares from ConocoPhillips. These shares may go to the Asian trading floor that picked up the interest of the Russian companies after the IPO of Rusal.
Read full article... Read full article...
Monday, October 04, 2010
China Continues Game-Changing Energy Moves with Sinopec’s $7 Billion Brazil Buy / Companies / Oil Companies
By: Money_Morning
Kerri Shannon writes:
Chinese state oil company China Petroleum & Chemical Corp. (Sinopec) (NYSE ADR: SNP) said Friday that it would invest $7.1 billion in the Brazilian unit of Spain's Repsol YPF S.A. (NYSE ADR: REP) to form one of the largest private energy companies in Latin America.
Friday, September 17, 2010
Look for Underlying Crude Oil and Natural Gas Catalysts / Commodities / Oil Companies
By: The_Energy_Report
Eric Nuttall, portfolio manager of Sprott Asset Management's Energy Fund, believes there are opportunities in both oil and gas, regardless of commodity prices. "I'm entirely agnostic when it comes to the commodity price. It all comes down to the valuation," Eric explains. He seeks companies with existing production priced at a reasonable multiple and, as he puts it, gets all the exploration upside for "free." Eric talks about some companies that fit that bill in this exclusive interview with The Energy Report.
Thursday, September 16, 2010
BP to pay $4,300 for Every Barrel of Oil Spilled / Companies / Oil Companies
By: Pravda
The scandal around the oil spilt into the Gulf of Mexico does not subside. Today the information was released that U.S. authorities are preparing a lawsuit against the owner of the exploded BP platform, demanding compensation for damage caused by the leakage. Fines can reach $4,300 for each barrel of oil spilt in the waters of the Gulf, i.e., a total of approximately $17.6 billion.Read full article... Read full article...
Wednesday, September 15, 2010
Crude Oil and Natural Gas Upside Potential / Companies / Oil Companies
By: The_Energy_Report
To take advantage of the upside potential when oil and gas cycles take a turn for the better, without exposing yourself to the brunt of the downside risk, make your best picks based on asset and management strength. Then wade—not dive—in. Scott Koyich, founder of Calgary-based DSK Consulting Ltd. and Brisco Capital Partners, shares his top picks for deploying his "wading into the investment" strategy in this Energy Report exclusive.
Friday, September 10, 2010
Look for Undervalued Oil Exploration and Production Investment Plays / Companies / Oil Companies
By: The_Energy_Report
C. K. Cooper Senior Analyst Joel Musante likes oily exploration and production (E&P) names in name-brand plays, especially the Bakken. In this exclusive interview with The Energy Report, Joel discusses a few of his favorite names with underappreciated acreage or technology and talks about how he reaches his conclusions.
The Energy Report: Joel, you've covered E&P companies for more than a decade for various firms. Tell us how you started covering this sector and why you're still doing it 10 years later.
Thursday, September 02, 2010
The Surprise Threat to BP's Future / Companies / Oil Companies
By: Money_Morning
Kent Moors, Ph.D writes:
In the aftermath of the biggest environmental disaster in U.S. history, the Gulf of Mexico relief-well saga continues to monopolize our attention.
But here's the reality: Money problems - not the relief wells - could prove to be the undoing of BP PLC (NYSE ADR: BP). And that means the company's fate is most closely tied to its ongoing efforts to raise money by selling key assets from around the world.
Read full article... Read full article...
Monday, August 23, 2010
Who Actually Owns BP? / Companies / Oil Companies
By: Global_Research
Most relevant sources agree that 40% of the shares of BP are held in the United Kingdom, 39% of the shares are held in the United States, while the remaining 21% are held throughout Europe and the rest of the world. The largest single holder of shares is getting harder to track down. Generally an Internet search will lead to the other 9 leaders, roughly 23%:
Thursday, August 19, 2010
My Favourite Junior Oil Stocks Exposed – the David Pescod Interview / Companies / Oil Companies
By: Keith_Schaefer
This article is a transcript of an interview I did with Canaccord stockbroker David Pescod, one of the best stockpickers in the junior oilpatch I know. I started doing business with Dave in 1998, the middle of the “nuclear winter” of junior mining stocks, because I saw he was making good money in a bad market. I read his daily (and free) Late Edition newsletter every single day to hear what other analysts and executives are saying. He originally sent this article out in early August. By David Pescod
Read full article... Read full article...
Wednesday, August 18, 2010
How to Profit From China's Secret Energy Plan / Companies / Oil Companies
By: Money_Morning
Kent Moors writes:
Like everything else, the balance of power in the global energy market is shifting toward China, where a little-known province is perfectly situated to become a global oil-and-gas market powerhouse.
Nestled in the far northwest of China, Xinjiang is the country's largest province and the primary domestic source for oil and gas. It is sparsely populated and as big as Western Europe. The name, Xinjiang, literally means "New Frontier." And recent decisions in Beijing are going to give that translation even more meaning - transforming this province into a "new frontier" for the global energy sector.
Read full article... Read full article...
Wednesday, August 11, 2010
BP’s Return To Libya Decades After Gaddafi’s Revolution / Companies / Oil Companies
By: OilPrice_Com
After nearly 40 years, BP is returning to Libya amid widespread controversy about an alleged link to the Lockerbie bomber’s release and fears about a potential oil disaster in the Mediterranean Sea.
Yet despite the oil giant’s enthusiasm, its future in Libya – a country boasting the largest crude oil reserves on the continent -- may end up as murky as competitors that have ventured there.
Read full article... Read full article...
Wednesday, August 11, 2010
Oil Companies with Natural Gas Assets to Mitigate Risks of Deepwater Drilling / Companies / Oil Companies
By: The_Energy_Report
Blue Phoenix Inc.'s Chief Commodity Strategist John Licata says BP's Deepwater Horizon accident in the Gulf of Mexico has already resulted in oily names acquiring gas names. It will soon result in more joint ventures as companies try to mitigate the risk of deepwater drilling. In this exclusive interview with The Energy Report, John tells us why he's bullish on natural gas and why he sees more M&A activity ahead. He also offers some E&P and services names that could ultimately benefit from the rapidly morphing oil and gas landscape.
Tuesday, August 10, 2010
Crude Oil Investors Run for the Canadian Border / Companies / Oil Companies
By: Casey_Research
Marin Katusa, Chief Energy Strategist, Casey Research writes: The Gulf of Mexico disaster has changed U.S. priorities, costs, and energy supply sources for years to come. But the fact that the U.S. needs energy isn’t changing anytime soon, and as mass sources of green energy are still a while away, the most likely alternative might be the most surprising one.
Tuesday, August 03, 2010
Stick with Wet Natural Gas, Heavy Crude Oil Investment Plays / Companies / Oil Companies
By: The_Energy_Report
Oil and Gas Investments Bulletin Editor and Publisher Keith Schaefer specializes in Canadian oil and gas plays. Despite the languishing gas price, he sees opportunities in some hedged Canadian gas companies and unhedged "wet-gas" producers. If you're not into gas, Keith is big on oil. In this exclusive interview with The Energy Report, Keith will tell you how radial drilling is creating opportunities in heavy oil, too.
Saturday, July 31, 2010
BP New CEO Robert Dudley Isn't the Long-term Answer / Companies / Oil Companies
By: Money_Morning
William Patalon III writes: When the BP PLC (NYSE ADR: BP) CEO-replacement saga began to unfold earlier this week, and the Money Morning news team was working the story, I contacted Dr. Moors to ask him if he knew anything about anointed successor Robert Dudley.
With that response, Dr. Moors underscored, yet again, why he's the ultimate energy-sector insider: He doesn't just know about Dudley - he actually knows him.
Read full article... Read full article...
Saturday, July 31, 2010
Attention, Barrelheads: Petrobras Shares Are on Sale / Companies / Oil Companies
By: Investment_U
Oil.
A touchy subject these days, I know – even with cleanup crews in the Gulf successfully removing much of the spilled oil from the water.
Read full article... Read full article...
Wednesday, July 28, 2010
Middle East Oil Producers Might Consider BP Investment – to Diversify / Companies / Oil Companies
By: OilPrice_Com
With BP poised to move on from the Gulf oil spill with a new chief executive, the beleaguered London-based company might look attractive to Middle East sovereign wealth funds after all.It would be a parting legacy from outgoing CEO Tony Hayward if his efforts earlier this month to court the funds in Abu Dhabi and other oil-producing countries were to bear fruit.
Read full article... Read full article...
Wednesday, July 28, 2010
BP Boosted by $10 Billion Gulf Oil Spill Cost Tax Credits / Companies / Oil Companies
By: Dian_L_Chu
There is no shortage of news from BP on Tuesday:
- The oil major reported its first quarterly loss--$17.15 billion--in eighteen years, and will sell about $30 billion in assets.
- The company also announced that CEO Tony Hayward will step down on Oct. 1 to work at TNK-BP--BP’s joint venture in Russia.
- Bob Dudley, an American BP executive, will succeed Hayward as the new Chief Executive
Tuesday, July 27, 2010
BP Hopes for a CEO Savior in American Robert Dudley / Companies / Oil Companies
By: Money_Morning
Kerri Shannon writes: BP PLC (NYSE ADR: BP) plans to oust Chief Executive Officer Tony Hayward from the top spot and to appoint Robert Dudley - an American and an insider - in an attempt to regain U.S. trust after a highly criticized, ineffective response to the Gulf oil spill.
Friday, July 23, 2010
Oil Stocks XOI Undervalued / Commodities / Oil Companies
By: Zeal_LLC
Oil stocks have to be one of the most unloved sectors in the markets today. The recent general-stock-market and oil corrections combined with the incredibly-negative psychology spawned by the BP oil spill have driven oil stocks down to deeply-oversold levels. This swoon has also left this sector very undervalued, a barren wasteland strewn with great bargains for investors.
Wednesday, July 21, 2010
It’s a “Stock Picker’s Market” in Junior Oil and Gas Market / Companies / Oil Companies
By: Keith_Schaefer
I recently wrote that junior energy stocks were trading like they had an incurable disease; nobody wants to touch them. But now several junior oil stocks are starting to show positive divergence, which means that the momentum of the downward selling pressure is getting less and less.
This is also called “momentum non confirmations”, and so far my observations are focused on the short term charts on many of the junior oils; it’s too early to tell on most of the longer term, weekly charts.
Tuesday, July 20, 2010
BP's Incentive To Not Capture All the Oil / Companies / Oil Companies
By: Global_Research
Robert L. Cavnar writes: In an interview, Bob Dudley, CEO of BP's New Gulf Coast Restoration Organization (whatever that is) finally admitted yesterday that their first relief well could be completed far in advance of the mid-August date that they have been insisting on since May, enabled by the Coast Guard and other government officials.
Read full article... Read full article...
Monday, July 19, 2010
BP's Risky Business / Companies / Oil Companies
By: Jennifer_Barry
An oil company ignores standard safety procedures and fails to fix crucial equipment, and a huge oil spill occurs. The corporation minimizes the environmental impact and reacts slowly to the accident. The local community is infuriated by the lack of response. The company is stingy about giving out information and data on the spill. The CEO seems arrogant, and aloof. Instead of appearing concerned about the accident, his statements plead for public sympathy. The Chairman seems unprepared to deal with the emergency and uninformed about the workings of his own company. The corporation seems unable to demonstrate they would avoid this problem in the future, or have a more effective response next time.
Thursday, July 15, 2010
Breaking Down BP, Who Will Buy BP’s Best Assets? / Companies / Oil Companies
By: Money_Morning
Jason Simpkins writes: There's no question that some of BP PLC (NYSE ARD: BP)'s assets are on the block.
The company said Monday that the total cost of the Gulf oil spill had already risen to $3.5 billion. And while it's too early to estimate the final costs associated with the spill, analysts have pegged the tab at $20 billion to $40 billion. Some even believe the total cost could come in near $100 billion.
Read full article... Read full article...
Wednesday, July 14, 2010
BP Gulf Relief Oil Wells Nightmare Scenario / Companies / Oil Companies
By: Money_Morning
Kent Moors, Ph.D. writes:
Although the global energy sector is entering its most-promising stretch in decades - with more new technologies and more investment opportunities than ever before - I just can't seem to get away from BP PLC (NYSE ADR: BP) and its problems.
Wednesday, July 14, 2010
Vultures Circling Over Gulf Oil Disaster Hit BP Ahead of Relief Wells News / Companies / Oil Companies
By: Nadeem_Walayat
Exxon, Petro China and other vultures are circling over the crippled oil giant BP now that it is within reach of 'hopefully' plugging the Gulf oil gusher though still facing perhaps as much as $100 billion in litigation.
Read full article... Read full article...
Tuesday, July 13, 2010
Has the BP Gulf Spill Opened Pandora’s Box for Obama? / Politics / Oil Companies
By: Marin_Katusa
By Marin Katusa, Chief Energy Strategist, Casey’s Energy Report : The White House might be gaping in shock that the U.S. federal court overturned the six-month drilling moratorium, but it really isn’t all that surprising. Amid the finger pointing and political posturing, the Obama administration seems to have missed a vital detail – the U.S. oil industry is in a spot of bother.
Monday, July 12, 2010
World Financial Market Nervous over BP's Possible Collapse / Companies / Oil Companies
By: Pravda
The British Cabinet of Ministers gathered for a special meeting to discuss the future of one of the world's largest oil companies in the world, British Petroleum, in connection with the liquidation of the consequences of the ecological disaster in the Gulf of Mexico.
Read full article... Read full article...
Saturday, July 10, 2010
Before Peak Or Beyond Petroleum, BP Oil Limits / Companies / Oil Companies
By: Andrew_McKillop
BP's Gulf of Mexico disaster is treated almost daily in the mainstream media as a technology
challenge that BP itself will soon master. This enables corporate-friendly media to yip that things
are alright in the best of all possible worlds, topped off by the coming gusher of ultra-large
damage and loss payments from one of the world's most profitable corporations. The stream of
lies gushing from BP spokespersons since April 20, for example on the real loss rate of oil spewing
into the Gulf's depths, takes second place to the unspoken, but prime role of deep water oil for
defenders of the real economy: produce more outside the OPEC countries and Russia: keep oil
prices down, and keep up consumer confidence.
Tuesday, July 06, 2010
Offshore Drilling Moratorium: Hear It From The Little People / Politics / Oil Companies
By: Static_Chaos
Hornbeck, a $400-million vessel company in Louisiana, filed a lawsuit against the administration on June 7, a month after the moratorium started.
Read full article... Read full article...
Tuesday, June 29, 2010
Oil Industry Reputation Hit by Gulf Oil Spill, Survey Shows / Companies / Oil Companies
By: OilPrice_Com
The Gulf oil spill has hit the reputation not only of BP but of the entire oil industry, including among those who favor increased use of fossil fuels as the main source of energy.Read full article... Read full article...
Friday, June 25, 2010
BP Eventual Bankruptcy Certain / Companies / Oil Companies
By: Midas_Letter
There is no doubt that BP will not emerge from this oil spill disaster intact. Make no mistake – this is the fatal black swan event in BP's life that is going to take investors by the hundreds down with the ship. Its not going to happen immediately. Much like the slow initial fall and eventual breakneck pace of collapse of a giant tree, the giant oil leak is the event that will catalyze the fall of this far flung and storied company.
Thursday, June 24, 2010
Chris Pikul Favors Oil Companies; Cautious on Natural Gas / Companies / Oil Companies
By: The_Energy_Report
Morgan Keegan Analyst Chris Pikul is bullish on oil and soft on gas but believes you can still "win the game" by being a discriminating investor in oil and gas E&P companies. "You need to be really focused on gas companies with the best quality assets and strong balance sheets. . .you really have to pick and choose," says Chris, a big picture value investor who never stops thinking about how different market factors will influence the equities he covers. In this exclusive interview with The Energy Report, Chris' impeccable attention to detail is on display as he picks a few of his favorites in the E&P space. . .just for you.
Thursday, June 24, 2010
A Bankrupt BP - Worse For The Financial World Than Lehman Brothers? / Companies / Oil Companies
By: OilPrice_Com
The BP crisis in the Gulf of Mexico has rightfully been analysed (mostly) from the ecological perspective. People’s lives and livelihoods are in grave danger. But that focus has equally masked something very serious from a financial perspective, in my opinion, that could lead to an acceleration of the crisis brought about by the Lehman implosion.Read full article... Read full article...
Saturday, June 19, 2010
BP Could Survive Multiple Deepwaters But Not U.S. Bloodlust / Companies / Oil Companies
By: Videos
On this edition of Keiser Report, Max and co-host Stacy Herbert look at the latest round of threats by bankers to take down the global economy; Citibank reassures investors that BP could survive multiple Deepwaters... at least, financially, but then there is that small matter of "US bloodlust"; and the revolution was not twittered. In the second half of the show, Max talks to Mike Ruppert about peak oil, the Gulf of Mexico oil spill, and his movie "Collapse".
Saturday, June 19, 2010
How a Oil Drilling Ban Hurts the Little Guys / Companies / Oil Companies
By: Frank_Holmes
While the world waits for oil to stop gushing from the ocean floor, a large group of Americans are waiting to go back to work.
Offshore drilling has been shut down since the Deepwater Horizon accident in mid-April that claimed 11 lives and started the massive Gulf of Mexico spill. The longer it lasts, the more damage it will do to America’s energy sector.
Read full article... Read full article...
Friday, June 18, 2010
BP Gulf Oil Spill Cost Now $22 Billion and Rising / Companies / Oil Companies
By: Money_Morning
Don Miller writes: As the clock on the Gulf oil spill ticks past 60 days, the costs are approaching $22 billion, with no end in sight. Now, there is growing evidence that errors committed by both the U.S. government and BP PLC (NYSE ADR: BP) may have complicated efforts to clean up the mess.
The Coast Guard and BP each had written plans for responding to a massive Gulf oil spill, but both now say their plans failed to anticipate such a disaster threatening so much coastline at once. Furthermore, a miscommunication and disagreements between officials on federal, state, and local levels resulted in a lack of coordination and delays.
Read full article... Read full article...
Thursday, June 17, 2010
International Energy Investing Opportunities, Carpe Cardium, Kurdistan & the North Sea / Companies / Oil Companies
By: The_Energy_Report
Wellington West Analyst Kevin Shaw lives in Alberta and believes there are few better places to invest than Canada's oil- and gas-rich provinces. But he also sees attractive international opportunities in such places as Kurdistan, the North Sea and Albania. "When you're putting a drill bit into the ground in Kurdistan," he says, "you're. . .'deep-sea fishing.'" In this exclusive interview with The Energy Report, Kevin explains why he's also big on the Cardium, Notikewin, Bakken/Three Forks and the Montney shale plays.
Wednesday, June 16, 2010
Investor Profit Opportunity Emerges Out of the Gulf Oil Crisis / Companies / Oil Companies
By: Mark_McMillan
When will there be good news to follow the bad news of a BP platform explosion, sinking, 6-month moratorium on new drilling and now up to 60,000 barrels per day spill into the Gulf of Mexico? I don't have an exact answer to that question. While BP has been the primary focus of President Barack Obama's outrage, there are many companies that have been punished in sympathy with BP's plight.
Saturday, June 12, 2010
Crude Oil Stocks Sector Buy Signal / Commodities / Oil Companies
By: DailyWealth
It's time to lean over and pick up the cash... again.
The last time this happened, I gave my Advanced Income readers three trades. We earned 25%, 27%, and 30% in just one week.
Friday, June 11, 2010
Oil Stocks Deeply Oversold, Investor Buying Opportunity / Commodities / Oil Companies
By: Zeal_LLC
Oil stocks have been hammered especially hard in the recent stock-market correction. With both the general stock markets and price of crude oil falling sharply, the oil stocks didn’t stand a chance. The result of all this carnage is deeply-oversold oil stocks, a fantastic buying opportunity for speculators and investors.
Saturday, June 05, 2010
Why BP Should Just Deny Everything and Brace for Impact / Companies / Oil Companies
By: Bill_Bonner
Sittin’ on the dock of the bay…
Watchin’ the tide roll away…
~ “(Sittin’ On) The Dock of the Bay,” Otis Reading
Read full article... Read full article...
Friday, June 04, 2010
BP’s Continued Existence Seen Coming Under Threat as Gulf Oil Spill Continues / Companies / Oil Companies
By: OilPrice_Com
The continued failure of BP’s efforts to stop the Gulf oil spill and mounting political pressure are putting the very future of the British-based oil giant in question.BP shares plunged again on Tuesday, wiping $17 billion off the market capitalization of the company. Premiums on credit default swaps to insure the company’s debt soared 75% to $178,000 for $10 million as analysts began to question whether the company can survive the financial and reputational costs of the Deepwater Horizon catastrophe.
Read full article... Read full article...
Thursday, June 03, 2010
Who Will Profit from the BP Gulf Oil Spill / Companies / Oil Companies
By: Casey_Research
Charles S. Brant, Energy Correspondent, Casey’s Energy Opportunities writes: The disaster in the Gulf of Mexico may be the best thing that’s ever happened to green energy producers in the U.S – but the one that benefits the most will probably surprise you.
Thursday, June 03, 2010
BP Share Price Crash Triggers Takeover Rumours as Oil Spill Disaster Spirals Out of Control / Commodities / Oil Companies
By: Money_Morning
Kerri Shannon write: BP PLC's (NYSE ADR: BP) share price has plunged by more than one-third, as the company has struggled to contain the Gulf oil spill. Now, the company is being rumored as a takeover target as its stock has yet to find a floor.
Thursday, June 03, 2010
Two Energy Stocks For a Post Oil Spill World / Companies / Oil Companies
By: Money_Morning
Martin Hutchinson writes:
With the failure of the BP PLC (NYSE ADR: BP) "top kill" strategy, the Deepwater Horizon oil spill takes on a more serious hue, both for the Gulf of Mexico environment and for BP itself. If it indeed proves impossible to cap the oil flow before August, public anger against BP and against deep-sea drilling in general may put BP out of business and set deep-sea drilling around the United States back for years.
Wednesday, June 02, 2010
Ban BP but Don't Expect Offshore Oil Drilling Ban / Commodities / Oil Companies
By: The_Energy_Report
Sven Del Pozzo, until recently a senior oil and gas analyst with C.K. Cooper and Co., is nothing if not honest. In this candid interview with The Energy Report, Del Pozzo discusses the importance of Gulf of Mexico oil exploration to the U.S. economy, the need for more reflective oil price markers, how shale gas is keeping investors awake at night and oil and gas companies that could be ripe for the picking. The Energy Report interviewed Del Pozzo in late May, prior to his leaving C.K. Cooper.
Tuesday, June 01, 2010
Shell Grabs Crucial Shale Gas Deposits With $4.7 Billion Deal / Companies / Oil Companies
By: Money_Morning
Kerri Shannon writes:
Royal Dutch Shell PLC (NYSE ADR: RDS.A, RDS.B) announced Friday it would pay $4.7 billion in cash for U.S.-based East Resources, Inc. to obtain a sizeable stake of "high-potential" North American shale gas acreage.
Tuesday, June 01, 2010
Proof Media in Hopeless Moral Hazard When Forbes Compares BP With Goldman / Companies / Oil Companies
By: Static_Chaos
When a major mainstream media like Forbes compares BP with Goldman Sachs and recommends investors to buy Goldman stocks, you know the world is in total moral hazard and deserved to be doomed as Marc Faber has always been saying.
Since Forbes is a financial publication, I will refute based on the investment thesis first. Granted both stocks are high risk plays right now, but I'd venture to say compared to Goldman, BP is obviously oversold and a victim of media hype and Whitehouse populist approach.
Saturday, May 29, 2010
BP Oil Spill Secrets Revealed / Companies / Oil Companies
By: Global_Research
Daniela Perdomo writes: How the owner of the exploded oil rig has made $270 million off the disaster, and nine other shocking, depressing facts about the oil spill.
It's been 37 days since BP's offshore oil rig, Deepwater Horizon, exploded in the Gulf of Mexico. Since then, crude oil has been hemorrhaging into ocean waters and wreaking unknown havoc on our ecosystem -- unknown because there is no accurate estimate of how many barrels of oil are contaminating the Gulf.
Read full article... Read full article...
Wednesday, May 26, 2010
Oil Exploration Could Be Revolutionized Worldwide with This New Technology / Commodities / Oil Companies
By: Keith_Schaefer
A Saskatchewan entrepreneur could revolutionize oil exploration worldwide, with a new technology that uses readily available satellite data to determine if a property has commercial amounts of oil or gas underground.Robert Fisher, CEO of Leaf and Stone Resonance Services Inc. in Saskatoon, uses a process called “resonance coupling” that he says can tell if there is oil and/or gas on a property, onshore or offshore.
Read full article... Read full article...
Tuesday, May 25, 2010
Gulf Oil Spill Disaster Could Cost BP $10 Billion / Companies / Oil Companies
By: Money_Morning
Don Miller writes: As its engineers struggle to plug an underwater oil leak in the Gulf of Mexico, the total cost of the spill to BP PLC (NYSE ADR: BP) continues to mount, and might even threaten the financial stability of the company.
The total cost to BP to date has reached about $760 million, or $22 million a day, compared with an initial estimate of $6 million a day last month, the London- based oil company said. BP's net income in 2009 was $16.6 billion, or $45.4 million a day, in that time, according to separate data compiled by Bloomberg.
Read full article... Read full article...
Tuesday, May 25, 2010
BP's Failure to Stop the Gulf Oil Gusher, Dangers of Extreme Deepwater Drilling / Companies / Oil Companies
By: Washingtons_Blog
The government failed to properly ensure that BP used adequate safety measures, BP and their contractors were criminally negligent for the oil spill, and BP has tried to cover up the problem.
But why hasn't BP stopped the leak?
Read full article... Read full article...
Saturday, May 22, 2010
BP Gets Pass From Obama Administration To Potentially Pollute Lake Michigan / Companies / Oil Companies
By: OilPrice_Com
The Obama administration, already charged with providing political cover for BP in the Gulf of Mexico mega-oil disaster, is also charged with allowing BP to renege on agreements between the firm, the US Environmental Protection Agency (EPA), and the state of Indiana to prevent pollution of Lake Michigan from the firm's Whiting, Indiana refinery near Hammond.Read full article... Read full article...
Thursday, May 20, 2010
Maximizing Crude Oil and Natural Gas Investments / Commodities / Oil Companies
By: The_Energy_Report
"If you want to talk about the Gulf and the oil leak in terms of investment, I think it's creating some pretty interesting investment opportunities," says Eric Nuttall, portfolio manager of Sprott Asset Management's Energy Fund. The straight-shooting Nuttall never fails to opine or shine as he explains why onshore oil plays are solid investments and talks oil and gas juniors, shales and prices in this exclusive interview with The Energy Report.
Thursday, May 20, 2010
Gulf Oil Spill Criminal Charges Could Cut BP’s Share Price in Half / Companies / Oil Companies
By: Justice_Litle
Fallout from the BP oil spill is spreading. And far from being "cheap" as some pundits suggest, BP's share price could implode if criminal charges are filed.
It's not looking good for British Petroleum... or the Gulf of Mexico. In fact it's looking like an outright disaster, about as bad as we feared.
Read full article... Read full article...
Wednesday, May 19, 2010
Oiling the Chinese Economic Growth Engine / Companies / Oil Companies
By: Tony_Sagami
Black gold, Texas tea. Bubbling crude. No, I’m not talking about Jed Clampett and the Beverly Hillbillies. I’m talking about oil.
I talked about oil in my last Saturday video report, but the news and growing global demand for oil is worth discussing again.
Read full article... Read full article...
Wednesday, May 19, 2010
British Petroleum (BP) Stock Price Valuation Analysis / Companies / Oil Companies
By: Mike_Stathis
A couple of weeks ago, I released a report discussing how I was able to get in on Merck for big gains, while virtually everyone else left the company for dead after the Vioxx scandal played out. http://www.avaresearch.com/article_details-527.html
I used that example to give readers an idea what they need to do to determine whether a stock should be bought after a catastrophe, and when to buy it (I show several other examples in The Wall Street Investment Bible). Finally, the article illustrates that you need to have an exit strategy in advance. As I mentioned, it was a prelude to a report I would be writing for BP.
Read full article... Read full article...
Monday, May 10, 2010
BP Bites the Bullet: Analyzing the Full Cost of the Gulf Oil Spill / Companies / Oil Companies
By: Money_Morning
Jason Simpkins writes: The Exxon Valdez dumped 260,000 barrels of oil off the coast of Alaska, and ExxonMobil Corp. (NYSE: XOM) ended up spending about $4 billion in the wake of that disaster. That means Exxon spent nearly 600 times more on cleanup and litigation than what the oil was actually worth at that time.
So how much will BP PLC's (NYSE ADR: BP) Gulf oil spill, which is significantly greater, set it back?
Read full article... Read full article...
Friday, May 07, 2010
BP Gulf Oil Spill, The Halliburton Connection / Politics / Oil Companies
By: Global_Research
Margot Roosevelt and Jill Leovy write: Investigators delving into the possible cause of the massive gulf oil spill are focusing on the role of Houston-based Halliburton Co., the giant energy services company, which was responsible for cementing the drill into place below the water. The company acknowledged Friday that it had completed the final cementing of the oil well and pipe just 20 hours before the blowout last week.
Wednesday, May 05, 2010
Gulf Oil Spill, Why Not Feel Sorry for BP? / Companies / Oil Companies
By: LewRockwell
It was 21 years ago that the Exxon-Valdez leaked oil and unleashed torrents of environmental hysteria. Rothbard got it right in his piece "Why Not Feel Sorry for Exxon?"
After the BP-hired drilling rig exploded last week, the environmentalists went nuts yet again, using the occasion to flail a private corporation and wail about the plight of the "ecosystem," which somehow managed to survive and thrive after the Exxon debacle.
Read full article... Read full article...
Monday, April 19, 2010
Energy Stocks Sector and XLE ETF Watch / Companies / Oil Companies
By: Mike_Paulenoff
Today we're going to discuss the energy sector. It has lagged the overall market, but it's poised to move higher based on recent technical action and Friday's close as well as geopolitics that could impact the oil industry.
Monday, April 12, 2010
Eye on the Energy Sector Stocks XLE ETF / Companies / Oil Companies
By: Mike_Paulenoff
Today we're going to discuss the energy sector. It has lagged the overall market, but it's poised to move higher based on recent technical action and Friday's close as well as geopolitics that could impact the oil industry.
Friday, March 26, 2010
Big Oil Companies Entering the Shale Natural Gas Arena / Companies / Oil Companies
By: Hans_Wagner
Successful exploration of natural gas from shale has contributed to a drop in natural gas prices during the past two years. Yet the large energy companies have taken notice of the potential from natural gas from shale, lead by Exxon’s acquisition of XTO Energy and the Total/Chesapeake joint venture. Does the move by “Big Oil” indicate a strong future for shale based natural gas?
Wednesday, March 24, 2010
Cardium Oil Stock Valuations – Have We Seen the Peak? / Companies / Oil Companies
By: Keith_Schaefer
Aftermarket on Wednesday March 17, one of the Calgary oil and gas boutique securities firms, Peters & Co., issued an updated Cardium report – which in a nutshell said:Read full article... Read full article...
Tuesday, March 09, 2010
Constructive Signs for Ultra Oil & Gas ProShares ETF DIG / Companies / Oil Companies
By: Mike_Paulenoff
The Ultra Oil & Gas ProShares ETF (NYSE: DIG) popped above key Feb-Mar resistance at 34.40/50 to a recovery high at 35.05, after which it revisited the breakout level into this morning’s low at 34.25. This morning’s upside pivot reversal from 34.25 has propelled the DIG to a higher recovery high at 35.10 so far. The fact that the price structure is holding above the breakout plateau (34.25) within a larger base-like pattern that projects to 37.50 next is a very constructive sign. At this juncture, only a decline that breaks 34.25 will begin to compromise the developing bullish scenario.
Read full article... Read full article...
Monday, March 01, 2010
How to Profit from the Next Spike in Crude Oil Prices / Commodities / Oil Companies
By: Money_Morning
Martin Hutchinson writes: Earlier this week, British company Desire PLC (Pink Sheets: DSPMF) began drilling in an offshore block of the Falkland Islands. Immediately, Argentina President Cristina Fernandez de Kirchner let loose with a howl of rage, and the Summit of Latin American and Caribbean Unity issued a protest against the British company's drilling operations.
Tuesday, February 23, 2010
Oil Companies Standardized Reporting of Oil Wells? / Commodities / Oil Companies
By: Keith_Schaefer
Investors need to understand what they’re reading on IP rates
Should there be a legal or industry accepted standard for reporting IP (Initial Production) rates on oil & gas wells?
Read full article... Read full article...
Monday, February 15, 2010
Offshore Oil Companies Investing The Warren Buffett Way / Commodities / Oil Companies
By: Dian_L_Chu
Commodities, particularly crude, were trending down last week after China's Central Bank raised bank reserve requirements boosting the US dollar against other major currencies. That marks the second time China has raised its bank reserve requirement in a month.
Ongoing worries about the economy stemming from European debt problems, specifically the lack of a firm Greek bailout plan from European leaders also prompted investors moving out of risky assets. Crude oil fell for the first day in five to below $75 a barrel also partly due to government data showing U.S. inventories rose more than forecast.
Monday, February 01, 2010
Another Petrobakken Take-over in the Cardium / Companies / Oil Companies
By: Keith_Schaefer
On Thursday January 27th, mid-tier Canadian oil producer Petrobakken (PBN-TSX) announced its second Cardium area acquisition – Result Energy(RTE-TSX). On January 4, Petrobakken bought out Berens Energy (BEN-TSX). This play has exploded onto the screens of analysts and investors in six short months.
Friday, January 29, 2010
Russia's Gazprom Angel or Demon? / Commodities / Oil Companies
By: OilPrice_Com
Gazprom faces regular opprobrium for its bullying ways of using energy as a pressure and political tool. Seen by some, mostly Russians, as the symbol of a successful and strong Russia, others see it as a dominating juggernaut, economic right arm of the Kremlin implementing, or should we say, imposing its policies by using energy as a weapon.
Monday, January 11, 2010
Determining Oil and Gas Company Valuations / Companies / Oil Companies
By: Keith_Schaefer
How do valuations get set for oil and gas companies? I ask because I’m seeing very fast-rising valuations in the junior and intermediate oil sector that I cover. I have seen junior oil producers valued at $200,000 per flowing barrel recently – more than triple the peer group average.
Wednesday, January 06, 2010
Junior Oil Buyout Validates all Cardium Players-Valuations Moving Higher / Companies / Oil Companies
By: Keith_Schaefer
Junior oil producers with land packages in the Cardium formation are jumping up today after Berens Energy (BEN-TSX) was bought out today by Petrobakken for $2.70 a share. Berens’ stock price had moved up from 50 cents to $2 over the last six months as its Cardium land position became more widely known.
Read full article... Read full article...
Monday, December 21, 2009
Holiday Season Good for Oil Stocks / Commodities / Oil Companies
By: Frank_Holmes
If 2010 follows the pattern of the past 15 years, we are approaching the start of a seasonal climb in the price of crude oil that could present a good investment opportunity in energy-related stocks.
Oil is down from its 2009 peak of $81 per barrel seen in October, but we remain constructive on energy stocks given the improving economy and positive seasonal factors heading into the new year.
Read full article... Read full article...
Friday, December 18, 2009
How to Profit From Russia's New Oil Boom / Companies / Oil Companies
By: Money_Morning
Kent Moors, Ph.D writes: Sergei Kudryashov likes pizza, poker and American jazz. He's also deputy head of the Russian Ministry of Energy (Minenergo) and former VP at NK Rosneft OAO (LSE: ROSN), the No. 1 state-controlled oil producer.
Thursday, December 17, 2009
What Does Global Warming Have to Do with Energy Stocks? / Commodities / Oil Companies
By: Casey_Research
Marc Bustin Ph.D writes: Over the last couple of years, consideration of the effect of climate change has become increasingly important in analyzing a company or market trend — particularly in the energy sector. For example, our very bearish view on the thermal coal producers in North America is due exclusively to the high levels of carbon dioxide that coal-fired power plants generate, and the widely held belief that these emissions contribute to global warming.
Read full article... Read full article...
Wednesday, December 16, 2009
Oil Companies that Won Iraq Crude Oil Bids / Commodities / Oil Companies
By: Money_Morning
Jason Simpkins writes: Iraq has auctioned off more proven oil reserves in the past six months than are collectively held by the United States, Mexico, and the United Kingdom.
But U.S. oil companies have signed surprisingly few development contracts – foreign rivals have swooped in to scoop up major deals.
Monday, December 14, 2009
Cardium Oil Play Valuations Setting Up Big Year for M&A in 2010 / Commodities / Oil Companies
By: Keith_Schaefer
The new Cardium oil play in Alberta is rapidly approaching the stature of Saskatchewan’s famous Bakken play – and this is very good news for investors in Canada’s junior oil and gas sector.
The four year old Bakken play has created huge shareholder wealth for investors, as companies like Crescent Point Energy and Petrobank bought out junior after junior after junior to increase their land base and production profile.
Read full article... Read full article...
Friday, December 11, 2009
Why Russia’s Oil Fields Will Soon Be Crawling with Western Oil Companies / Commodities / Oil Companies
By: Money_Morning
Kent Moors writes: Western oil majors are about to help Moscow solve its energy problem. And that could be a boon for investors.
The traditional Russian oil fields in Western Siberia are well past peak production. Some satellite fields in the region remain, but the extraction gains will be marginal.
Thursday, December 10, 2009
Cap and Trade, Crude Oil and Natural Gas Price Trends / Commodities / Oil Companies
By: The_Energy_Report
Jennings Capital VP and Senior Oil & Gas Research Analyst Greg Chornoboy shares his take on the prospects for prices in oil and natural gas—and what he sees driving those prices—in this exclusive Energy Report interview. Cap and trade, "a lot of smoke and fire and great rhetoric," isn't on his list. Sharing insights into prospective investments, too, Greg favors large, well-capitalized companies for natural gas, while for oil he leans toward what he calls "embryonic" juniors with overseas properties in politically stable jurisdictions. That's where the size of the potential prize can be tempting. But don't look to them as get-rich-quick schemes, he cautions. "If you're not prepared to wait it out, it's not an appropriate investment."
Sunday, December 06, 2009
Colombian Crude Oil, the Next Big Thing? / Commodities / Oil Companies
By: Richard_Mills
The Colombian government has:
- Lifted restrictions on foreigners operating in the oil and gas industries
Read full article... Read full article...
Thursday, December 03, 2009
Oil and Gas Energy Sector is Not Buy and Hold for Ever / Commodities / Oil Companies
By: The_Energy_Report
Inflation is galloping at a 7% pace and a round of one-off corporate profits waiting in the wings are among the near-term sightings in Trader Tracks editor Roger Wiegand's viewfinder. As the veteran prognosticator tells The Energy Report readers in this exclusive interview, while a short-term surplus in oil and natural gas supplies doesn't appear to bode well for expectations of rising prices, the inflationary outlook outweighs the fundamentals, and inflation alone should drive oil up to as high as $100 a barrel.
Wednesday, December 02, 2009
Investors in Junior Oil and Gas Producer Enjoy Cardium Success / Commodities / Oil Companies
By: Keith_Schaefer
Berens Energy (BEN-TSX) was up 23%, or 37 cents, on Monday Nov 30, to $1.95 on much greater than average volume as it reported the highest Initial Production (IP) rate I have ever seen out of the new high profile Cardium oil play in Alberta – 1250 bopd (barrels of oil per day).
Wednesday, November 25, 2009
Oil Stock Valuations Increasing-and Not Just From Higher Crude Oil Prices / Commodities / Oil Companies
By: Keith_Schaefer
I have noticed valuations in the junior oil sector creeping up – sometimes to the point where I have to blink. But it’s not just the increase in the price of oil this year that has driven up valuations.
Technology is increasing how much oil or gas companies can produce from a well in a day, and in the overall amount of oil or gas they can recover from a given formation – essentially how fast and how much they produce. Technology is giving investors more leverage to the price of oil.
Read full article... Read full article...
Tuesday, October 27, 2009
Russia's Gazprom Investing $36 Billion in European Gas Pipeline / Companies / Oil Companies
By: Pravda
Gazprom’s most ambitious political projects - Nord Stream (along the bottom of the Baltic Sea) and South Stream (across the Black Sea) – are worth billions of dollars. The first one of the projects is to be launched in September 2011, whereas the second one does not even have the final construction schedule: the works on the projects started in 2007. However, the second project has all chances to be realized first.
Read full article... Read full article...
Thursday, October 01, 2009
Deep-Sea Crude Oil Reigns Supreme for Byron King / Commodities / Oil Companies
By: The_Energy_Report
A highly regarded energy and resource sector expert who discusses his field fervently whenever possible and whose writings include the top-ranking Outstanding Investments, Byron King brings his views direct to The Energy Report audience in this exclusive interview. While Byron has not bought into the argument that the recession is behind us, he is absolutely sold on deepwater drilling and other plays that bode well for oil as long as the price stays above $70 a barrel. Meanwhile, he's hunting for new investment alternatives in the natural gas arena, and hoping to see the geothermal industry rebuild what he sees as its broken business model.
Thursday, September 24, 2009
Russian Oil and Gas Industry Surprises Analysts / Companies / Oil Companies
By: The_Energy_Report
Renaissance Capital oil and gas analyst Alex Burgansky, who ranks at the top of the list of sector analysts in Russia, shares his insights on the industry and its issues in this exclusive Energy Report interview. Russia's 2009 oil production is up a bit—contrary to the collapse many commentators had predicted—but issues remain. Alex expresses some worries that Russia's oil production will decline, for instance, unless its tax regime stops discouraging investment that taps into the strong reserve base in core producing areas. He also talks how Europe's infrastructure affects the gas it imports from Russia and other parts of the world.
Thursday, September 03, 2009
BP's 'Giant' Oil Discovery Gives the Gulf of Mexico New Life / Commodities / Oil Companies
By: Money_Morning
Jason Simpson writes: BP PLC (NYSE ADR: BP) yesterday (Wednesday) announced a "giant" oil discovery in the Gulf of Mexico that may contain more than 3 billion barrels of oil. The find is evidence of the Gulf's resurrection as a major oil producer, as well as the great lengths - or depths - to which major oil companies must go to find vibrant wells.
Read full article... Read full article...
Tuesday, August 18, 2009
China is Positioned to be the Oil Sector's Next Big Profit Play / Commodities / Oil Companies
By: Money_Morning
Keith Fitz-Gerald writes: If you’re looking for the next “Big Oil” play, bet on Beijing.
As we’ve been reporting for the past several years, China has been on a global commodities shopping spree, which includes locking up every source of oil that it can. The Red Dragon has cut deals in Africa, South America Russia and the Middle East - and won’t stop there. Even the mainstream news media is finally becoming aware of this crucial trend.
Read full article... Read full article...
Thursday, July 09, 2009
Oil Companies Investing, Stick with Proven Track Records and Potential for Discovery / Commodities / Oil Companies
By: The_Gold_Report
From drill rig counts to oil/gas ratios and renewables, Pierce Points author Dave Forest shares his thoughts on the direction the energy sector is headed in this exclusive Energy Report interview. Since predicting commodity prices in the short to medium term is almost impossible, Dave looks for companies with a solid track record and the potential for discovery, which is where the real money investing in the exploration sector is made.
Friday, May 22, 2009
Success in Kurdistan Could Give This Oil and Gas Company a Second Coming / Companies / Oil Companies
By: FleetStreetInvest
Last week, the Oil Ministry of Baghdad quit arguing with the Kurdish government and agreed to permit the export of 100,000 barrels of crude oil per day from Kurdistan. While Baghdad has been stalling, the Kurds have got on with the job of granting licenses to bold, foreign oil prospectors. And now, the latter seem to have the upper hand. While Baghdad may still be refusing to acknowledge the legality of these arrangements, the awkward truth is that Iraq is seeing its oil revenues fall through a combination of lower world prices and its failure to develop its own industry. In short, it needs the money.
Wednesday, May 13, 2009
Six Ways for Investors to Profit From Canada's Oil Sector / Commodities / Oil Companies
By: Money_Morning
Martin Hutchinson writes: With oil finally trading back above the $50-a-barrel level, it’s time to recognize that crude prices are probably not going to remain low for very long, and may end up fluctuating in the $50-$80 range - regardless of what happens to the prices of other commodities.
Monday, May 11, 2009
U.S. Economy in Free Fall, Why is the Arctic National Wildlife Reserve in this picture? / Politics / Oil Companies
By: Robert_Singer
The world is engulfed in a global economic crisis of staggering ferocity rivaling three other financial meltdowns—which all began in the month of October. [1]Read full article... Read full article...
Tuesday, May 05, 2009
Russia's Gazprom's Revenue Slumps / Commodities / Oil Companies
By: Pravda
The reduction in demand for natural gas turned out for Gazprom to be an almost fivefold profit slump. It can be explained with the reduction of gas consumption in the far and near abroad as well as with the price cut on European long-term contracts and the January transit crisis with Ukraine. The Central Asian plots did their bit too: Gazprom gets the Asian gas three times more expensive now, The Vedomosti newspaper wrote.
Read full article... Read full article...
Friday, May 01, 2009
Don’t cry for them - Exxon / Companies / Oil Companies
By: LiveCharts
Big oil companies like Exxon Mobil and Marathon Oil are likely among those most appreciative that sectors of the economy, like the car industry, have dominated news in recent months. While the Big 3 automakers have come under fire for poor corporate management, credit problems, and use of bailout funds, Exxon and others are basking in the glow of relative silence.
Read full article... Read full article...
Monday, April 27, 2009
The Best Way to Play the Coming Crude Oil Rebound / Commodities / Oil Companies
By: Investment_U
David Fessler writes: Crude oil is at a one month low, and lately it’s done nothing but drift lower and lower.
Sadly, that’s about to change.
Read full article... Read full article...
Tuesday, April 14, 2009
There's an Amazing Opportunity to Double Your Money in Oil Stocks / Commodities / Oil Companies
By: DailyWealth
Matt Badiali writes: Around this time last year, I was talking oil and gas investing into a big, smelly microphone.A friend had lined up the interview for a local radio show in Abilene, Texas. I'm not sure who was in the hot seat before me, but he must be a big fan of Skoal
Read full article... Read full article...
Wednesday, March 25, 2009
Breakout Expected for Crude Oil Services OIH ETF / Commodities / Oil Companies
By: Mike_Paulenoff
My near-term pattern and momentum work argue that the OIH is nearing the completion of its 3-session sideways digestion period in the aftermath of last Friday's recovery rally high. Once the bullish coil is complete, the OIH should thrust to the upside towards a next target of 87.00-87.50. Only a decline that breaks below 82.00 will begin to compromise my current bullish outlook.Read full article... Read full article...
Saturday, March 21, 2009
Russian Oil Giants Absent from World’s 10 Biggest Oil Companies / Commodities / Oil Companies
By: Pravda
Energy Intelligence Group published the list of world's 50 largest oil companies. The companies of such little-known countries as Kazakhstan and Uzbekistan were included in the top 50 for the first time ever. Russian oil giants were not listed in the top ten.Read full article... Read full article...
Thursday, February 12, 2009
Profit from the End of Cheap Oil: Petrobras / Companies / Oil Companies
By: Oxbury_Research
I knew I had made a mistake only seconds after I did it. I had decided to sit down and watch CNBC's Power Lunch with the sound ON for a few minutes while I ate my sandwich. I figured – how many brain cells would I possibly kill off in just a couple of minutes?
However, I had forgotten about my high blood pressure. Bill Griffeth was talking to some oil trader about oil which was up a few pennies on the day. Bill Griffeth began lecturing the trader, “Why in the world is oil up? How can oil possibly be up in the face of deflation, demand destruction, etc.”
Read full article... Read full article...
Thursday, January 22, 2009
Investing in Oil Stocks as Dividend Paying Currencies / Commodities / Oil Companies
By: Oxbury_Research
The Holy Book tells us that there is a time to every purpose under heaven. Or was that the Byrds? In any event, these times have done an outstanding job of confounding all the investment world's beastly inhabitants, bull and bear alike. Just where the markets are headed a day or two from now is anybody's guess.Read full article... Read full article...
Thursday, January 08, 2009
Ultra Oil & Gas ProShares Bottoming Pattern Maturing / Commodities / Oil Companies
By: Mike_Paulenoff
The overall base-like pattern carved out by the Ultra Oil & Gas ProShares (NYSE: DIG) during the past 3 months appears to be maturing now. The upmove off of the Dec 24 low at 24.46 to the Jan 6 high at 34.79 appears to be the central upleg off of the Nov 20-Dec 5 double bottom at 21.42-21.71. Read full article... Read full article...
Friday, October 24, 2008
Why Cheap Oil is Great for the Oil Majors / Commodities / Oil Companies
By: John_Henry
For the last 3 years, the world's oil majors have not had an easy time from the oil producing states. Increasing oil prices has led to a complacent attitude by oil reliant governments. This often masks inefficiency, sometimes corruption, and has led to high taxation coupled with unsound business practices. Russia's oil production for instance, has been reducing each year despite the governments desire to increase output. Read full article... Read full article...
Tuesday, September 23, 2008
A Bounceback for the Mid-cap Energy Sector? / Companies / Oil Companies
By: Evan_Smith
In the first half of 2008, mid-cap energy stocks significantly outperformed their large-cap counterparts as investors prized the faster production growth found in many of the mid-cap names.
The trend line fell off abruptly at the beginning of July, when market sentiment for energy and other commodities underwent a dramatic change. Distressed hedge funds and other investors have scrambled for cash in the third quarter, and to get that cash, they have sold the best-performing stocks of the first half of the year -- energy stocks, and more specifically, mid-cap energy stocks that are challenged to absorb the selling pressure.
Read full article... Read full article...
Tuesday, July 15, 2008
Investing in Oil to Beat Inflation / Commodities / Oil Companies
By: Mike_Stathis
According to Washington , the official inflation rate is around 4.1%. At this point, I think it's obvious most consumers know this data is wrong. Of course some people accept anything Washington reports, especially the agenda-driven “experts” on television who bring in media hams as cheerleaders to spread the ludicrous propaganda of a strong economy.
You don't need a Ph.D in economics or finance to know that inflation is approaching levels similar to those seen in the 1970s. In fact, those who have been formally trained in these disciplines are more likely to miss what is really going on because they've been programmed to think that fancy math is always superior to common sense. But they often neglect to consider the fact that new standards are continuously being devised to hide the real data - from inflation and unemployment numbers to GDP and poverty statistics.
Read full article... Read full article...
Wednesday, July 09, 2008
Oil Stocks Will Continue To Under Perform The Oil ETF / Commodities / Oil Companies
By: Chris_Vermeulen
Oil stocks will under perform crude oil and the o il etf for the next several years - but Energy Juniors will outperform both.
The market is now setting up for a great entry point into junior oil Stocks!
When it comes to morbid fascination, this chart takes the Cake!
Read full article... Read full article...
Friday, June 13, 2008
Exxon Exits Low Profit Gas Pump Retail Business / Companies / Oil Companies
By: Mike_Shedlock
The Wall Street Journal is reporting Out of Gas:Exxon to Exit Low-Profit Retail Pumps .Exxon Mobil Corp., purveyor of one of the most recognizable gasoline brands in the world, is getting out of the domestic retail gasoline business. The oil giant said Thursday that over the next few years it will sell the 2,220 gasoline stations it owns in the U.S.
Read full article... Read full article...
Sunday, April 27, 2008
Crude OIl Hits $119- Ways to Profit From Peak Oil / Commodities / Oil Companies
By: Martin_Hutchinson
Venezuelan President Hugo Chavez said a few months ago that if the United States invades Iran , we could expect to see oil at $200 a barrel. With oil already approaching the $120 mark, we may get there even without invading Iran.
[Perhaps President Chavez could be tempted out of his chaos-causing rule in Caracas with the offer of a rich and perk-filled oil-analyst's job at Goldman Sachs Group Inc. ( GS )].
Read full article... Read full article...
Saturday, March 15, 2008
Crude Oil Bull Market Uncovers Two New Investment Opportunities / Commodities / Oil Companies
By: Elliot_H_Gue
There are few countries or regions of the world that are seeing real growth in oil production. The simple fact is that the large onshore fields that have met the world's oil demand for decades are now mature and already seeing declining production.
To offset declines from these easy-to-produce oil and gas fields, producers will increasingly target smaller, more-complex fields, as well as fields that are harder and more expensive to reach.
Read full article... Read full article...
Friday, March 14, 2008
Crude Oil Weakness Ahead Means Rally for Macroshares Oil Inverted / Commodities / Oil Companies
By: Mike_Paulenoff
At the very least, my near-term work in the MACROshares Oil Down Tradeable Shares (AMEX: DCR) is warning me that the Jan-Mar decline from near 15.00 to 8.00 is complete, and that a recovery rally period has started that should carry to a minimum of 10.00/30. Only a resumption of weakness that violates 8.00 will invalidate my current outlook, which will imply that crude oil prices are roaring again.Read full article... Read full article...
Friday, February 15, 2008
Oil Stocks vs. Crude Oil and S&P Stock Market Index / Commodities / Oil Companies
By: Zeal_LLC
Crude oil's fundamentals are extraordinarily bullish. Global demand for oil is growing relentlessly, and most consumers have little choice but to pay virtually any price for this critical fuel. Meanwhile global production growth is slowing as old oilfields deplete and major new finds become exceedingly rare. This structural deficit has driven oil prices to record highs, leading to fortunes earned by the companies that produce this scarce and valuable commodity. Investors and speculators have naturally migrated into oil stocks to ride this secular trend. But lately owning the oil stocks has been an exercise in frustration. Read full article... Read full article...
Thursday, February 14, 2008
Beat the Market Investing - Best Buys in Oil Refiners / Commodities / Oil Companies
By: Hans_Wagner
To beat the market investors need to find opportunities where they have a good chance to achieve above average returns. In recent years, refiners have benefited from the expanding crack spread that exists during the spring and summer months. As a result, they have experienced a seasonal rise in the price of their stock as demand for gasoline increases during the spring and summer months. Moreover, many of the current refineries are aging and tend to encounter unplanned outages, especially during the spring and summer months causing supply shortages. This pattern provides investors with a good opportunity to make some money, with low risk. The purpose of this article is to give you some of my thinking on the key economic drivers for refiners and then identify which refiners are best positioned to take advantage of this year's cycle. Read full article... Read full article...
Thursday, February 07, 2008
Crude Oil Pullback Is a Gift For Energy Investors! / Commodities / Oil Companies
By: Money_and_Markets
Sean Brodrick writes: Oil prices are pulling back right now — below $90 a barrel. Let me tell you, I think oil is very inexpensive at that price, especially when you consider how absolutely amazing oil really is — how our entire civilization runs on it.
Along with the 86 million barrels per day that the world uses for fuel, petroleum plays a starring role in agriculture, industry, plastics, and building materials. It heats our homes, grows our food, and provides us with entertainment.
Read full article... Read full article...
Tuesday, February 05, 2008
Proshares UltraShort Oil and Gas Index ETF Climbs Higher / Commodities / Oil Companies
By: Mike_Paulenoff
The DUG (UltraShort Oil & Gas, ETF), my hedge postion against a nasty but well overdue correction in the energy names and indices, is beginning to climb... Let's take a look..Read full article... Read full article...
Saturday, December 29, 2007
Importance of Energy Sector Stocks Selection / Companies / Oil Companies
By: Elliot_H_Gue
Perhaps one of the most-frustrating myths about investing in the energy patch is that it's all about predicting the direction of oil and natural gas prices.
One commonly held belief is that oil and gas-related stocks all move as a group--basically, in the same direction as the underlying commodities. For that matter, I've heard plenty of times from investors who believe that nuclear power, alternative energy and other non-hydrocarbon energy plays also follow oil and natural gas prices.
Read full article... Read full article...
Friday, November 02, 2007
Crude Oil Approaching $100 - Dynamics of the Oil and Energy Markets / Commodities / Oil Companies
By: Andy_Sutton
As oil prices continue to forge higher highs in a seemingly inevitable journey to the $100/barrel mark, it becomes more important for individuals to understand the dynamics of the oil and energy markets. Typically, people think of the price of oil and related energy products from an expense perspective. They worry about how rising gas prices will affect their budget for instance. Or, for those who use oil to heat their homes, they struggle with the ever-increasing cost of heating oil pre-pays. However, there is some good news here also. It is possible for rising energy costs to affect the income side of your personal ledger too. Since oil prices are constantly in the headlines these days, it seems timely to discuss some of these investment possibilities in greater detail. Read full article... Read full article...
Friday, October 19, 2007
Technical Damage to Energy Stocks, XLE / Commodities / Oil Companies
By: Mike_Paulenoff
The weakness in the Energy Select SPDR (AMEX: XLE) today has inflicted some technical damage to the near-term chart structure. Let's notice that the plunge beneath 77.10/00 has violated the up-trendline off of the August low, which has triggered downside follow-through to initial support at 76.00-75.80. Judging from the very negative juxtaposition of the price action and sharply declining RSI momentum gauge, I expect additional weakness to press the XLE towards 74.00 prior to any meaningful recovery rally period.Read full article... Read full article...
Tuesday, October 16, 2007
Oil Refiners Profit Margins Seasonal Weak As Crude Oil Rises and Gasoline Prices Fall / Companies / Oil Companies
By: Elliot_H_Gue
During the past two weeks, we've heard negative pre-announcements or weaker-than-expected earnings guidance from a number of energy firms, including Marathon Oil , Valero Energy and Chevron Corp . To some, this appears incongruous: With crude trading near all-time highs, the conventional wisdom is that these firms should be making record profits. Read full article... Read full article...
Tuesday, October 02, 2007
Waiting to Sell Short the Energy Sector ETF (XLE) / Commodities / Oil Companies
By: Mike_Paulenoff
The S&P Select Energy ETF (AMEX: XLE) is at a crossroads right here. On one hand, I can make the case that all of the action since the 9/21 high at 76.30 represents a high-level congestion area between 76 and 73.50, which when complete (in a matter of hours) should resolve itself in one more thrust to new highs that projects to 78-79 prior to the end of the entire upleg from 8/16 (62.73).Read full article... Read full article...
Thursday, August 23, 2007
Drilling Down : Crude Oil Stocks Buying Opportunity / Companies / Oil Companies
By: Elliot_H_Gue
Investors swamped my email when news hit that some oil crews were “fleeing” the advance of Mean Dean in the Gulf of Mexico.
These investors have seen some hard bounces of late on the Street's “mechanical” bull, looking for good buys to the upside. Most readers asked me the same question: “I'm tempted by the bargains out there, but this is hurricane season. Should I invest in the energy patch right now?”
Read full article... Read full article...
Monday, August 13, 2007
MPTrader - Oil Stocks In Recovery Bounce / Commodities / Oil Companies
By: Mike_Paulenoff
Once again we have oil prices (+$1.40) climbing sharply along with equities, which purely is a function of market liquidity -- that is, the re-entry of market liquidity. Central Bank infusion has alleviated the immediate real or psychological need to jettison commodities to raise cash. From a technical perspective, oil and the US Oil Trust (AMEX: USO) were overdue for a recovery rally into the Thurs-Fri lows around $54 (basis the USO).
Read full article... Read full article...
Wednesday, July 25, 2007
MPTrader - Crude Oil Resurges! / Commodities / Oil Companies
By: Mike_Paulenoff
Yesterday at this time it certainly looked as though oil was kaput -- on the way to the bowels of the earth (where it is fond). Not any more, right? Today's nearly $2 upmove in the US Oil Fund (AMEX: USO) and crude oil futures comes right off of the sharply rising 20 DMA (we discussed the powerful support level yesterday), and leads me to revert back to my commentary from a few days ago, which outlined the "final" (higher) targets off of the multi-month base pattern (shown below) of 78 and 84.Read full article... Read full article...
Friday, July 20, 2007
Energy Stocks Due for a Correction, Which Would Present a Buying Opportunity / Commodities / Oil Companies
By: Zeal_LLC
In a rapidly developing world starved for energy, the powerful surge in energy stocks in recent months certainly has a strong fundamental foundation. With decades left to go in the massive industrialization of Asia , global energy demand is going to continue relentlessly growing for many years to come.
And as long as worldwide demand growth exceeds supply growth, energy prices have no economic choice but to continue to rise on balance. This is why energy stocks are probably the best long-term investment in the world today. I started speculating in them in 2001 and have laid up big investments in elite energy producers in the years since. In the specific case of oil stocks, their valuations remain so low that they are also true value plays in addition to being highly leveraged to the structural energy deficits.
Read full article... Read full article...
Tuesday, May 01, 2007
BP Lord Browne's Immediate Resignation on Losing Court Battle due to Lieing to the Court / Companies / Oil Companies
By: Phillipa_Green
In surprising and shocking news earlier today, Lord Browne announced his immediate resignation as BP's Chief Executive. Following the lifting of the court injunction which prevented Associated Newspapers from printing details concerning Lord Browne's private life.
The judge Justice Eady criticised Lord Browne for lieing at the initial injunction hearing concerning the newspaper allegations in January 2007.
Read full article... Read full article...
Tuesday, April 17, 2007
EIA Summer Outlook: Good for Natural Gas Stocks? / Companies / Oil Companies
By: James_Finch
The surprise Northeaster blowing across the eastern United States may have confirmed the final bottom for hibernating natural gas and coalbed methane (CBM) company shares. The winter storm followed this past Tuesday's Energy Information Administration (EIA) Short-Term Energy & Summer Fuels Outlook.The EIA forecast higher natural gas prices, this summer, while spot WTI crude oil prices are expected to decline. “On an annual basis, the Henry Hub spot price is expected to average about $7.83 per mcf in 2007, an 89-cent increase from the 2006 average, and $8.11 per mcf in 2008.” The EIA expects summer 2007 natural gas prices to rise by 17.7 percent over the past summer. For this year, natural gas prices would increase by 12.8 percent over 2006.
The statistical arm of the U.S. Department of Energy cited, “Concerns about extreme weather conditions and rising prices in the oil market will keep upward pressure on the Henry Hub spot price during much of the forecast period.” The report pointed out that “electric power demand for natural gas increases during the summer cooling season.”
Read full article... Read full article...
Friday, April 13, 2007
Energy Corporate Earnings Season - Lowering the Bar / Companies / Oil Companies
By: Elliot_H_Gue
Corporate earnings reports for the first quarter are just starting to roll in; a slew of energy companies are scheduled to report earnings between now and the end of April. Earnings season is always an important time for stocks. Several times in the past two years comments from the bigger firms in the energy industry have revealed key emerging trends.But investors often interpret earnings reports and management commentary the wrong way. You can't analyze a company's results in a vacuum, nor can you simply compare results with analysts' expectations and decide whether a release is positive or negative for the stock.
Read full article... Read full article...
Thursday, April 12, 2007
BP's Browne steps down with £60 million plus Golden Handshake / Companies / Oil Companies
By: Phillipa_Green
Institutional shareholders rewarded Lord Browne a golden handshake that could be worth more than £60 million, after much criticism from smaller shareholders at BP's AGM.Read full article... Read full article...
Friday, March 23, 2007
Amex Oil Index (XOI) getting set for a possible strong Upside Breakout / Stock-Markets / Oil Companies
By: David_Petch
The chart of the XOI is getting more and more interesting each week. The XOI has shot up the past few days and is set to break out of an apparent wedge structure; should it break to the upside then the next impulsive move is underway. The Bollinger bands are still contracting, indicating a contraction in volatility (sorry, not revealing much information in their current pattern).Read full article... Read full article...
Wednesday, September 20, 2006
SHELL's $20 billion problem with Sakhalin 2 / Companies / Oil Companies
By: Shahla_Walayat
After the Russian's shut down Yukos Oil, not it seems that it is Shells turn and the giant $20 billion Sakhalin Island oil project as the Russian government look to increase the states stake in Russia's energy projects.
State run Gazprom wants a 25 percent stake in Sakhalin-2. Talks have been suspended after development costs had doubled from $10 billion to $20 billion. Shell owns 55% of the project. The Natural Resources Ministry intensified probes of the venture's environmental safety standards and signed an order this week to cancel part of Shells licence on environmental grounds.
Read full article... Read full article...