Category: Energy Resources
The analysis published under this category are as follows.
Tuesday, August 14, 2012
Scotland Ambitions For Renewable Energy Independence - An Interview with Alex Salmond / Politics / Energy Resources
By: OilPrice_Com
We were fortunate enough to have some time with Scotland's First Minister Alex Salmond where we discussed a broad range of topics from Scotland's ambitious renewable energy targets and North Sea oil & gas to Scottish independence and Donald Trump.
Thursday, July 26, 2012
The South China Sea Spat, A Glimpse into the Future / Politics / Energy Resources
By: Money_Morning
William Patalon III writes: If you've been following the worrisome and escalating South China Sea controversy, you know that China has been flexing its muscles laying claim to thousands of square miles of islands and ocean that other countries - Japan, Vietnam, Taiwan and the Philippines, to name the main ones - also claim to control.
This isn't some foreign skirmish that we can easily dismiss because of its distance, and because it doesn't affect us here at home.
Wednesday, July 11, 2012
Jim Rogers on Oil, Gold, Asia and What is the Best Investment in the World Right Now / Commodities / Energy Resources
By: OilPrice_Com
World markets appear to be hovering over a precipice as Europe's sovereign debt crisis, slowdowns in India and China and further bank downgrades threaten to send stocks and commodities down even further. Falling oil and gas prices may offer some respite to consumers but are they enough to help the economy or are they a symptom of deeper problems?
Wednesday, July 11, 2012
The Race for Energy Resources Just Got Hotter / Commodities / Energy Resources
By: Marin_Katusa
Marin Katusa, Casey Research writes:
Malaysia's state-owned oil and gas company just made a multibillion-dollar bet that Canada will choose to export its shale gas riches. Even though the odds of securing permission to export liquefied natural gas (LNG) from the Canadian west coast are still pretty poor, the costs of such an endeavor immense, and the timeline in question very long, Petronas is putting $5.5 billion on the table – far more than it has ever spent on an acquisition before – to secure a large foothold in the British Columbia shale gas scene.
Friday, June 29, 2012
Energy Markets Inflation vs. Deflation Opportunities, Part3 / Commodities / Energy Resources
By: Brian_Bloom
In the first two parts of this trilogy, we concluded that the most likely reasons for the “odd” behaviour of the gold price (which is weaker than would be expected given the chaos in Europe), and of the US Industrial Equity indices (which is not as weak as would be expected given the high levels of US unemployment and sovereign debt), were:
Wednesday, June 20, 2012
The Increasing Threats to Global Energy Supplies / Politics / Energy Resources
By: OilPrice_Com
As global energy supplies come under increasing attack by non-state actors and private energy holdings become key targets of political maneuverings and criminal activities, Oilprice.com discusses the nature of the growing threat and how to reverse the risk with "smart power."
To help us look at these issues we got together with Corporate intelligence specialists and security expert Jennifer Giroux.
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Wednesday, June 20, 2012
Is There A Fair Market Price For European Energy? / Commodities / Energy Resources
By: Andrew_McKillop
The coming of "energy market liberalization" in Europe was a slow and cumbersome, top down process
which started in the 1980s, surfing on the Neoliberal wave launched by the Thatcher-Reagan duo, but
EML was not a Commission buzzword until well into the 1990s. Today it is everywhere - now called
EMR or energy market regulation, that is de-regulation - and not only private consumers, but industrial
users are beginning to say no because they fear a chaotic, high priced energy future.
Thursday, June 07, 2012
Global Energy Transition Is Moving Fast / Commodities / Energy Resources
By: Andrew_McKillop
Oil analysts already integrate “disruptive technology” in the shape of hybrid and all-electric cars in their forecasts of probable decline in the total oil demand of the world's two-largest car fleets - in the EU27 and USA - and lower demand growth going forward for the world's fastest-growing fleets of China, India and smaller emerging economies.
Disruptive energy economics is also at work changing the energy piechart, especially the future role of oil, gas and the renewables. Under increasingly rational outlooks, oil's share in global energy can fall from its present 36% - 37%, to well below 33% by 2020, this forecast decline being set by the IEA and similar energy agencies as only possible by about 2030 or later.
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Saturday, May 26, 2012
A Fair Price For Energy In Europe ? / Politics / Energy Resources
By: Andrew_McKillop
FROM ZERO TO INFINITY
One thing electricity consumers in Europe can expect, at latest by about 2017 but probably well before, is that power prices will be "highly variable". They will probably be higher than present, for starters - but on occasions power may also be literally given away - as happens in Germany today, when its a windy and sunny day and power demand is low, for example at weekends in May 2012. The reason is very simple: the combined wind and solar generating capacity of Germany is about 55 000 MW, and growing, but when national power demand is at its lowest, it is around 35 000 MW.
Wednesday, May 02, 2012
Potash Stocks Offer Investor Profits Ahead of Summer Doldrums / Commodities / Energy Resources
By: The_Energy_Report
China and India have returned to the potash markets, stabilizing current prices as long-term demand continues to grow. In this exclusive interview with The Energy Report, Corey Dias, who covers the industry for MGI Securities, brings us up to date on industry developments and shares why Brazil-based companies offer huge potential for prudent investors.
The Energy Report: Have there been any significant developments in the potash industry since you last spoke with us in January?
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Thursday, April 26, 2012
IEAs Crazy Energy Futures Conference, We Need $5 Trillion / Politics / Energy Resources
By: Andrew_McKillop
In a bizarre presentation at the April 25 London conference of the IEA the agency held fast to the now heavily shopsoiled doctrine of catastrophic global warming, and used that as its main plank to put out the begging bowl for $5 trillion. This is the IEA's estimate of what is needed for its unreal mix and mingle of energy gimmicks and real energy solutions, that it calls Clean Energy Progress.
Friday, March 30, 2012
How to Play the Cleantech Energy Investing Boom / Commodities / Energy Resources
By: The_Energy_Report
With ever-higher oil prices encouraging record investment interest, the cleantech energy sector looks poised for leaps and bounds. The most successful investors will be those who understand the challenges facing not only different industry segments, but individual companies within the same segment. In this exclusive interview with The Energy Report, Raymond James Energy Analyst Pavel Molchanov explains the four principal areas that comprise the cleantech arena—wind, solar, smart grid technology and biofuels—focusing on case-by-case investability. He also shares some names that just might be the next big winners in this rapidly developing space.
Thursday, March 29, 2012
Energy Sector Investment Traps / Commodities / Energy Resources
By: Marin_Katusa
Marin Katusa, Casey Research : Every salesman wants to present his product in the best light possible and the salesmen of the stock market are no exception. Public companies always highlight the positives about their projects, their financial positions, and their outlooks, and downplay negative news as much as legally possible.
Wednesday, March 14, 2012
Rising fuel costs and the next Revolution / Commodities / Energy Resources
By: Clif_Droke
Lost amid the hoopla after the Dow recently achieved a milestone in closing above the psychologically important 13,000 barrier is another, more significant benchmark. Gasoline prices hit a record seasonal high this week. The average price of gasoline across the country is now $3.74, the highest it’s ever been at this time of year.Read full article... Read full article...
Wednesday, March 07, 2012
From Fracking to Fuel Cells Investors Can Capitalize on the Energy Revolution / Commodities / Energy Resources
By: The_Energy_Report
For investors seeking high potential returns and the thrill of participating in market innovation, the smallcap energy space is where it's at. Managing Director and Co-Founder Laird Cagan of merchant bank Cagan McAfee Capital Partners has built his career by backing companies that are both filling current demand and creating new markets. In this exclusive interview with The Energy Report, Cagan shares his experiences and discusses several companies at the forefront of the energy revolution.
Sunday, February 12, 2012
Europe's Energy Suicide Pact / Politics / Energy Resources
By: Andrew_McKillop
ENERGY FEAR
US media is warning gasoline consumers they are threatened with a possible mega price hike. If the long drawn out Iran crisis moved to war action like closing the Hormuz Straits this could spike barrel prices to $200, nearly doubling average US forecourt gasoline prices to $6 a gallon.
Wednesday, February 01, 2012
Triple Digit Crude Oil Investing and a Natural Gas Price Rebound / Commodities / Energy Resources
By: The_Energy_Report
Powers Energy Investor Editor Bill Powers doesn't shy away from microcaps; he embraces them. In this exclusive interview with The Energy Report, he explains why triple-digit oil is here to stay and how the best-positioned companies will be sitting pretty when natural gas prices rise—as will investors who time the rebound right.
The Energy Report: Is it fair to say that you are a value investor?
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Monday, January 16, 2012
Event Horizon For Low Carbon Energy, The End Of Fossil Fuels ? / Politics / Energy Resources
By: Andrew_McKillop
Official plans for Low Carbon energy transition in several countries, and for as long as the European Union's climate-energy package holds together, for all the EU's 27 member states, target a complete and total replacement of fossil energy within as little as 45 years. US president Obama in January 2011 called for a “Sputnik moment” to wean the US completely off fossil fuels. Since then however, carbon cap-and-trade legislation has failed in the US and increasing company failures in solar cell and wind turbine production industries have eroded the credibility of this "Sputnik moment". Today, White House briefing papers attribute much of the rebound in manufacturing which could help Obama back into power, to the boom in cheap shale gas supply made possible by "fracking" technology.
Saturday, November 26, 2011
Energy And Commodities - The Coming Supply Threat / Commodities / Energy Resources
By: Andrew_McKillop
Frenetic speculation on ever more opaque and complex, intensely rigged energy and commodity markets has generated a contango-dominated context where only high prices now, and higher prices further out can save the day - for market operators and players. This applies almost across the board and with few exceptions. The so-called market neutral change-on-a-dime flexibility does not apply for pure and basic financial reasons: equities have taken a solid beating and the loss has to be made up somewhere else in the "seamless asset space".
Wednesday, November 23, 2011
An Inside Look at Europe's Energy Challenges / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes:
I am in Frankfurt, Germany right now attending three days of meetings, and I must say they're shaping up to be quite interesting.
The focus is on structuring a new financial and organizational approach to developing Polish shale gas.
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