Category: Natural Gas
The analysis published under this category are as follows.Saturday, April 19, 2014
Ukraine - The Trouble With Natural Gas / Politics / Natural Gas
Cinderella Gas at the Thieves Ball
Simple questions can have complicated answers, but for Cinderella Gas the clock has a habit of chiming 12-midnight all too often. The simple question is how come natural gas in the USA has grave problems to even attain $27.50 per barrel of oil equivalent – but in Japan it can fetch about $100 per barrel equivalent? Do Japanese like expensive things, or what?
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Thursday, April 03, 2014
Ukraine and the Most Profitable Gas in the World / Politics / Natural Gas
There is only one certainty in Ukraine: The energy sector must and will be transformed, and how long this takes will depend on who ends up in the driver's seat and how serious they are about becoming a part of Europe and reducing dependence on Russia. But by then, investors will have missed the boat.
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Wednesday, March 12, 2014
Natural Gas Does Not Explain Ukraine, EU / Russia Sabre Rattling / Politics / Natural Gas
The Fragile Argument
The prospects of the EU, backed or incited by the USA declaring a “gas war” with Russia over the Ukraine crisis are now very high. EU and US action inside Ukraine includes actively fomenting civil strife, even civil war between west and east Ukraine through giving full and total Western support to the “Euro-maidan” flash mob protest revolt of Kiev and its totally unelected political leaders, who will certainly reject the certain yes result of a referendum vote in Crimea on re-attaching Crimea to Russia. This opens up the real prospect of retaliation by Russia, firstly economic, then military.
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Thursday, March 06, 2014
The Real Way the West Can Impact Ukraine / Politics / Natural Gas
Dr. Kent Moors writes: The weather is taking a decidedly better turn here in London these past few days.
It's a good thing, because all of the talk currently in British circles is about the deteriorating situation in Ukraine.
These concerns involve the all-too-obvious geopolitical impacts of a Russian takeover of Crimea and perhaps a broader swath of Eastern Ukraine.
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Monday, February 24, 2014
Boundless Natural Gas, Boundless Opportunities / Commodities / Natural Gas
The Energy Information Agency (EIA) has predicted that natural gas production in the US will continue to grow at an impressive pace. Right now output is close to 70 billion cubic feet a day and is expected to reach over 100 billion cubic feet per day by 2040. The trend is likely to continue without hitting a geologic "peak", and along with this trend will come new marketing opportunities for America.
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Friday, February 21, 2014
Extreme Cold Weather Boosting Natural Gas Profits / Commodities / Natural Gas
Mohammad Zulfiqar writes: Just like any other commodity, natural gas prices are affected by supply and demand metrics. If demand increases and supply remains the same (or declines), you have a perfect recipe for higher prices. Since the beginning of the year, this commodity’s prices are up more than 40%!
Before you start judging where the prices will go next, you have to see what kind of factors can affect the demand or supply. Consider gold prices, for example. If the demand for gold increases and, at the same time, there’s a discovery of a major mine—the prices may not move as much as anticipated if the mine wasn’t discovered. The reason behind this is simple: there’s supply to meet the demand.
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Tuesday, February 11, 2014
The Golden Age of Gas, Possible Says Head of IEA / Commodities / Natural Gas
The potential for a golden age of gas comes along with a big "if" regarding environmental and social impact. The International Energy Agency (IEA)--the "global energy authority"--believes that this age of gas can be golden, and that unconventional gas can be produced in an environmentally acceptable way.
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Monday, January 27, 2014
US Natural Gas Glut To Gas Panic – Time For A Bull Run / Commodities / Natural Gas
Feast to Famine
Friday 24 January, as global stock markets and emerging market currencies took another hit, natural gas in the US – the world's lowest priced gas - soared by 9.6% in a single day, rising to $5.18 per million British thermal units (MBTU) pricing it at $30.04 per barrel of oil equivalent at the Henry Hub. Over the week, prices gained close to 20%. US gas prices on Friday were at their highest since June 2010.
Related to the Emerging market exit panic and the US taper down threat, from the Fed buying $85 billion a month of “troubled debt and assets”, to a mere $75 billion a month, investors had to run somewhere. Starkly underpriced US natural gas was the weekly winner.
Reeling back the story to 2010, the last time US gas was priced at $30.04 per barrel of oil equivalent, compared to the “natural price of oil” at nearly $100 a barrel, the “shale gas revolution” had gone critical and was running riot. Today, the sequels are coming fast.
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Friday, January 17, 2014
Five Ways to Play the End of the Natural Gas Renaissance: Bill Powers / Commodities / Natural Gas
Shale gas is not the foundation of U.S. energy security that conventional wisdom claims, says Bill Powers in this interview with The Energy Report. But as shale gas peters out, the law of supply and demand will drive gas prices up. Powers, an independent analyst and author of "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," sees a good future for gas-leveraged junior companies, and shares his top ideas as demand and price skyrocket in tandem.
The Energy Report: Bill, you published a book six months ago, "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," questioning the conventional wisdom of shale gas. Have events supported your thesis?
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Thursday, January 16, 2014
Natural Gas Price Looking Bullish / Commodities / Natural Gas
It's been a while since I looked at Natural gas. But, I see some nice price action now, so I decided to share it. There was a nice three wave decline from the high followed by an impulsive rally above the upper trendline of a corrective channel. That's a bullish pattern that is pointing back to 4.58. Any short-term retracement back to 4.210/250 should be corrective and temporary.
Thursday, November 07, 2013
The Best Investing Opportunity of the Decade / Commodities / Natural Gas
William Patalon writes:At the end of our October 21 update on Cheniere Energy Inc. (NYSE: LNG) and the liquefied natural gas revolution, we promised to bring you an additional LNG recommendation.
Today we're keeping that promise.
And the company we're recommending is Cheniere Energy Partners LP (NYSE: CQP).
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Wednesday, September 18, 2013
The Best Way to Grow Your Money 10% or More a Year / Companies / Natural Gas
Robert Hsu writes: Financial planners like to put you in one of two camps:
The "growth camp," which they say is right for younger investors, and the "income camp," which they say is proper for retirees and those close to retirement.
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Sunday, August 11, 2013
Syrian Gas Triangle And Its Risk-Prone Future / Commodities / Natural Gas
GAS DIPLOMACY
Reuters reported from Doha, Qatar, 8 August that Saudi Arabia has offered Russia economic incentives including a $15 billion arms-buying deal and a pledge not to challenge Russian gas sales in Europe, if Moscow scales back or abandons support for Syrian President Bashr al-Assad. The proposed deal was reportedly set out by Saudi intelligence chief Prince Bandar bin Sultan in a four-hour meeting with Russian President Vladimir Putin in Moscow last week.
Thursday, August 01, 2013
Natural Gas Price Is Primed for a Big Move / Commodities / Natural Gas
Sean Brodrick writes: Are you looking for a rip-roaring bull market? Take a long, hard look at natural gas.
Its price increased 40% to 60% during the first half of 2013 compared to the same period in 2012. If the S&P 500 did that, fat-cat bankers would do cartwheels down Wall Street.
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Thursday, July 18, 2013
Technology Advancements Changing the Fossil Fuels Game / Commodities / Natural Gas
Oil and gas is getting bigger, deeper, faster and more efficient, with new technology chipping away at "peak oil" concerns. While hydraulic fracturing has been the most visible revolutionary advancement, other high-tech developments are keeping the ball rolling--from the next generation of ultra-deepwater drillships, subsea oil and gas infrastructure and multi-well-pad drilling to M2M networking, floating LNG facilities, new dimensions in seismic imagery and supercomputing for analog exploration.
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Friday, June 28, 2013
Why Natural Gas Stocks are Poised to Take Off / Companies / Natural Gas
Tony Daltorio writes: Everyone likes a good comeback story where large obstacles are overcome on the way to a favorable outcome.
And we're about to see one in the investment world...
The shale gas boom seemed to be a disaster for the natural gas industry as the price of natural gas plummeted over a five-tear period to reach a multi-year low below $2 per million BTU in April 2012.
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Friday, June 28, 2013
How Exporting US Natural Gas Will Transform Global Energy Markets / Companies / Natural Gas
Here's the situation: North America is swimming in cheap natural gas, whereas international markets are thirsty for it and paying a premium. Now that the DOE is beginning to approve LNG export permits, North American producers have major incentive to drill, baby, drill. To get an expert perspective on the coming LNG supply shift, The Energy Report turned to Cantor Fitzgerald Analyst Sam Wahab, who keeps tabs on global oil and gas developments from his base in London. This is a must-read interview for anyone who wants to profit from a potentially massive shift in natural gas fundamentals.
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Wednesday, June 19, 2013
The Global Race for Shale Natural Gas Development / Commodities / Natural Gas
Guess who the US Energy Information Agency (EIA) says has 430% more proven gas reserves than the US?
Guess who has twice as much as the US in shale gas technically recoverable?
Guess who has over twice as much proven oil reserves as the US?
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Wednesday, June 12, 2013
Drillers Pay Hush Money to Keep Their Fracking Toxic Secrets / Commodities / Natural Gas
Tara Clarke writes: Hydraulic fracturing, or fracking, the art of separating oil from rock, has the potential of turning America into the world's top oil and natural gas producer.
But as with any bonanza it has some secrets oil and gas companies want to keep under wraps. And some companies are willing to put some big bucks behind that.
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Wednesday, June 12, 2013
Hydro-Fracking Boom or Bust? / Commodities / Natural Gas
The economics of oil or natural gas hydrofracking are seldom analyzed from the perspective of the American consumer. Most discussions focus upon the investment opportunities of specific companies, royalties to leaseholders, windfall tax revenues that state governments will benefit from and the bonanza that local communities will enjoy from the added business activity. Missing is a clear understanding of the pricing points and factors that will determine the actual selling charge and total all inclusive retrieval costs in the domestic market. Will the price of energy drop precipitously or will the net effect be that the native end user sees no direct benefit from the rush to drill?
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