Category: Energy Resources
The analysis published under this category are as follows.
Wednesday, April 22, 2015
Why Alternative Energy Isn’t Taking It on the Chin Despite Low Oil Prices / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: Throughout the recent collapse in oil prices, I’ve been telling my readers about a very unusual development in the energy sector.
I say “unusual” because unlike other episodes of falling oil prices, other forms of energy like wind and solar power haven’t followed suit.
You see, when oil prices decline, there’s always an inevitable uptick in demand.
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Saturday, April 18, 2015
I’m Counting on Chaos in the Energy Sector and You Should, Too / Commodities / Energy Resources
By: Money_Morning
Keith Fitz-Gerald writes: CNBC’s Kate Kelly asked me last January if I was worried about smaller players in the energy sector “just plain going out of business.”
I replied that not only was I not afraid of the weaker players being swept away, I was counting on it.
As you might imagine, that raised more than a few eyebrows, considering oil had fallen by 51% from last summer’s highs to only $52/barrel at the time, and investors couldn’t hit the sell button fast enough.
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Wednesday, April 08, 2015
The Energy Trouble Center Nobody’s Talking About (Yet) / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: I’d been looking forward to delivering the keynote address at a conference in its capital city, Manama. But now the government has cancelled my appearance, and the U.S. Department of State has even seconded the conclusion.
What’s keeping me out of Bahrain, a wealthy, tiny island country in the Persian Gulf? The threat of Sunni-Shiite violence, which is spreading throughout the Middle East and North Africa. There’s no sign that it’s slowing down.
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Tuesday, April 07, 2015
Is It Finally Time to Buy Energy Stocks? / Companies / Energy Resources
By: DailyWealth
Dr. Steve Sjuggerud writes: "Why You Can't Buy Oil Stocks – Yet." That was the DailyWealth headline on January 6.
I wrote that 90 days ago... Has the picture changed yet for oil stocks?
Is it finally time to buy energy companies yet?
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Thursday, March 26, 2015
MidEast Energy Alert: Why the Crisis in Yemen Could Get Ugly Very Fast / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: The last 24 hours have provided a stark reminder of the immediate impact geopolitical events can have on oil prices.
This time there’s a crisis in Yemen, and it’s about to take a turn for the worse.
As a result, I’ve been asked to provide my analysis on CNBC’s Closing Bell at 4:10 p.m. today to discuss the impact the crisis will have on oil prices.
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Wednesday, February 04, 2015
This “Hydrogen Battery” Might Overcome Energy’s Biggest Roadblock / Companies / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: Hydrogen has always been an intriguing alternative energy source.
Pound for pound, it contains almost three times as much energy as natural gas, and when consumed, its only emission is pure, plain water.
The problem with this “miracle fuel” has always been the price.
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Saturday, January 31, 2015
199 Days of Hell - Unintended consequences: Oil and the Worst Battle in History / Commodities / Energy Resources
By: Marin_Katusa
Just after I signed the publishing agreement for my first book, The Colder War, I realized how much research I was going to end up doing, specifically in areas that I never thought would be so integral to my subject area: energy and mining. Along the way, I came across some fascinating events that were completely out of my area of expertise but gave me a better sense for the unintended consequences in an historical perspective of the events that led to where we are today.
Friday, January 30, 2015
Seen the Energy Downturn Movie Before, and Not Worried / Commodities / Energy Resources
By: The_Energy_Report
With oil and gas prices down, it's time to cull the herd, sell marginal producers and double down on the strong ones in your portfolio, says Michael Waring, founder of Galileo Global Equity Advisors Inc. In this interview with The Energy Report, Waring explains that this kind of correction happens every 10 years in this space. It presents opportunities for companies to improve and investors to profit—and he names four companies he considers most likely to succeed.
The Energy Report: Michael, you said in November that the Organization of the Petroleum Exporting Countries (OPEC) expected the U.S. to share in reducing production growth to help stabilize the oil market. Have events justified that expectation?
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Sunday, January 25, 2015
Divesting America of Ozone-Destroying Energy Sources / Politics / Energy Resources
By: Walter_Brasch
Walter Brasch writes: Long before the price of gas and oil began to plummet, socially conscious churches, universities, non-profit organizations, and local governments began to divest themselves of fossil fuel stock and shock the fossil fuel industry to understand the environmental and public health concerns.
The World Council of Churches, which represents about 590 million Christians in 520,000 congregations, decided in July that to continue to hold fossil fuel stock would compromise its ethics, and recommended that the 349 member denominations consider divesting oil and gas stock.
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Saturday, January 03, 2015
The Energy Sector Takes 2015 by Storm / Commodities / Energy Resources
By: DailyWealth
Rachel Gearhart writes: Stocks are booming, the economy is growing, the job market is strengthening and it’s looking like the prosperity will continue into 2015.
With the bombardment of doom-and-gloom business news, that may feel more like wishful thinking than reality. So let’s allow the numbers to tell the tale.
In 2014, American-based mergers and acquisitions rung in at $1.52 trillion, up from $998 billion in 2013.
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Thursday, October 30, 2014
The Colder War: How the Global Energy Trade Slipped From America's Grasp / Commodities / Energy Resources
By: John_Mauldin
The story of energy is the story of human expansion. From the days when we roamed the African savanna, we tamed first fire and then other forms of energy, using them as tools to control our environment and improve our lives. The control of energy has always been at the heart of the human story.
This week our Outside the Box essay is from my friend Marin Katusa, who has written a fascinating book about a part of that story, a subplot of intrigue and conspiracy. Under Putin, Russia has aspired to dominate the energy markets. Called The Colder War, Marin’s book is a well-written tale of the rise of Putin and his desire to change the way the world’s energy markets are controlled.
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Friday, October 24, 2014
New Profit Points in the Shifting Balance of Power, Welcome to Saudi America / Commodities / Energy Resources
By: Money_Morning
Kent Moors writes: There’s a new wrinkle in the energy markets.
It revolves around what I call the “energy balance,” and its changing fast.
It’s not about new energy breakthroughs or big oil discoveries. And it’s certainly not about entirely new structures.
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Thursday, October 23, 2014
Where the Energy Sector Goes From Here / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: With the stock market now roaring back, investors are left to wonder whether the worst is behind us – or if there’s more pain yet to come.
Given the size of the sell-off, it’s clear a slew of folks expected a “correction,” and to that extent received a self-fulfilling prophecy.
However, at times the decline was more like a snowball cascading down a hill with no overall rhyme or reason.
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Thursday, October 02, 2014
The World's 10 Biggest Energy Gluttons / Commodities / Energy Resources
By: OilPrice_Com
Next time you get into your car and drive to the supermarket, think about how much energy you consume on an annual basis. It is widely assumed that Westerners are some of the world's worst energy pigs. While Americans make up just 5 percent of the global population, they use 20 percent of its energy, eat 15 percent of its meat, and produce 40 percent of the earth's garbage.
Europeans and people in the Middle East, it turns out, aren't winning any awards for energy conservation, either.
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Wednesday, September 17, 2014
The Energy Prices at Risk with Scottish Independence / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: This isn’t the first time the devolution movement has threatened to break up the United Kingdom.
Scotland and Wales were considering their independence when I was living in London and lecturing at the London School of Economics almost forty years ago.
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Thursday, September 11, 2014
Fire Ice Could be Energy's Magic Bullet or a Planet-killing Catastrophe / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: During the height of the Deepwater Horizon tragedy four years ago, I had my graduate students monitor the flow of oil from the sunken platform in the Gulf of Mexico.
Most of their work involved rather straightforward calculations based on undersea camera footage.
But from time to time, flimsy protoplasmic-like structures would float across the screen. The students called them "ghosts."
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Monday, September 08, 2014
No Power, No Peace - It’s the Lack of Energy That Shapes the World and Moves the Markets / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: As everyone remains focused on the price of crude, the wider energy market is headed for a serious shortfall.
In fact, in the course of my global work, it's impossible not to recognize that there is a new energy crisis quickly developing in other parts of the world.
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Friday, September 05, 2014
The Energy Crisis No One is Talking About / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: As everyone remains focused on the price of crude, the wider energy market is headed for a serious shortfall.
In fact, in the course of my global work, it’s impossible not to recognize there is a new energy crisis quickly developing in other parts of the world.
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Tuesday, September 02, 2014
Why The Debate Over Energy Storage Utterly Misses The Point / Commodities / Energy Resources
By: OilPrice_Com
The debate over which energy storage technology will prove to be the best in the long-term is woefully misguided.Many technologies have been tested in the field or been fully installed, but their real-world applications have created constant questions around a number of fixed themes: the three-points concern cost, technology, and potential environmental impact, as well as the need for specific regulation and end-of-life management.
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Thursday, August 28, 2014
EU Gas Supply Is In Real And Imminent Danger / Politics / Energy Resources
By: Raul_I_Meijer
More accusations fly across the media, like so many flocks of Canada geese, of direct Russian involvement in Ukraine. Much is made of an interview with Donetsk National Republic leader Alexander Zakharchenko, in which he “admits” there are Russian volunteers fighting on his side.
To the west, that’s all the proof they need. There are 1000 Russians in Ukraine, cries NATO. That doesn’t make them the Russian army though. If there are only 1000, that would be disappointing. These are people who are seeing their family just across the border shot to bits.
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