Category: Energy Resources
The analysis published under this category are as follows.
Friday, August 15, 2014
America's First Oil Sands Producer and Other Natural Resources Surprises / Commodities / Energy Resources
By: The_Energy_Report
The natural resources space has been difficult in recent years. Potash prices collapsed, uranium spot prices hit a nine-year low, the gas market was in glut. Only oil has stayed strong. But Peter Epstein of MockingJay Inc. has found some gems in the resource rubble, and foresees better times ahead. In this interview, Epstein tells The Energy Report who stands to capture the graphite market, how to catch the next wave in potash, and offers his thoughts on when investors might catch a break in the uranium market.
The Energy Report: Why are you excited about the oil and gas space right now?
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Friday, July 25, 2014
The Big Energy = Power Battle Is Coming / Commodities / Energy Resources
By: Raul_I_Meijer
I don’t really want to keep talk about Ukraine, but it’s too hard to avoid. Besides, it’s not the same story anymore that it was when the week began, since the economic war vs Putin and Russia is now escalating. For reasons that have nothing to do with the plane crash, though they may seem to, a fact that completely seems to escape 999 out of 1000 people.
We still don’t know who shot that plane (we’re not even sure anyone did), and the longer is takes to get evidence for who did it, the more likely it is that such evidence will be tainted and/or fabricated.
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Tuesday, July 15, 2014
The Best Way to Play the Looming Propane Crunch / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: You may not realize this, but propane is about a lot more than just firing up the family grill.
In a very real sense, it’s the lifeblood of the entire rural lifestyle.
In the countryside, propane heats more than six million homes, fuels equipment and vehicle fleets, and is instrumental on farms for drying grain for storage and keeping livestock-filled barns warm in the winter.
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Friday, July 11, 2014
Fossils, Fuels and Zombies / Commodities / Energy Resources
By: Raul_I_Meijer
As fear begins to scare the vanguard of the herd into what may develop into a rampage, the eurocrisis is back with a vengeance. Portuguese bank Esperito Santo leads the way down through missed payments, bringing the Lisbon exchange to its knees with a -4.5% plunge as I write this, with northern EU exchanges showing -1.5% losses and southern ones -2.5%. Markets start to realize than all PIIGS now have much higher state debts than before the crisis started, and that they still are very much big risks, no matter what Draghi and his never fired bazooka say. The same Draghi who, by the way, reiterated once again that Brussels should be given more – and more centralized – power. As if the May election never happened. Of course EU finances were always a mess; it’s just that now we can see it.
Friday, July 04, 2014
Energy Independence: Financial Fact or Political Fiction? / Commodities / Energy Resources
By: The_Energy_Report
It has been more than a year since Citigroup Inc. published "Energy 2020: Independence Day," outlining the impacts of progress toward North American energy self-sufficiency. For this special 4th of July edition of The Energy Report, we reached out to experts in the energy investing space for an update on how recent political events and production trends in the field impact our ability to produce what we use. For Porter Stansberry, Marin Katusa, Chris Martenson, Bill Powers and Cactus Schroeder, the prospects for the future—and the associated investing opportunities—depend on the perspective.
Friday, July 04, 2014
Will the Energy Crisis Hit Home This Winter? / Commodities / Energy Resources
By: Money_Morning
Kent Moors writes: It’s hard to imagine as we swelter in the summer heat, but many countries are going to be in real trouble this winter. Wars, rebel activities, and geopolitical struggles will mean possible energy shortages throughout Europe and Asia.
In the Ukraine and other places in Eastern Europe and Asia, it could be a cold, dark winter. Gas and oil shortages and supply disruptions may mean that some folks literally freeze to death.
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Friday, June 13, 2014
How Much Energy Will the 2014 World Cup Consume? / Commodities / Energy Resources
By: OilPrice_Com
Along with 3 billion other viewers around the world, I plan to tune in for the month-long World Cup to see whether the 22-year old Neymar can withstand the colossal pressure that has been put upon his shoulders to deliver a win for team Brazil. Every time I turn on my television set, I'm using World Cup-related energy. And that's just the start. Flying in teams, trainers, equipment, World Cup personnel and the estimated 500,000-plus fans will use enormous volumes of jet fuel.
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Monday, May 26, 2014
Antinomic European Energy Security Strategy Tweets / Commodities / Energy Resources
By: Andrew_McKillop
Roll Out the Antinomics
Antimony the metal (Sb) has a history stretching back to at least 3000 BC, when in Predynastic Egypt it was used to make kohl or eyeliner – giving the metal the name “wide-eyed”. However, by the start of the European age, it was also called the “monk-killer”. Combining the two, we have a wide-eyed monk-killer, which is a useful extra definition of antinomic. This is usually defined as a total contradiction in and between a pair of statements, or a paradox operating either internally, within the statement or statements, or relative to their external semantic referent.
Monday, May 12, 2014
Disarming Putin's Energy Weapon / Politics / Energy Resources
By: Andrew_McKillop
Never Give Up
Writing in the UK 'Independent', 9 May, Oliver Wright said: “Britain is drawing up plans with the US and other European countries to disarm the threat of President Vladimir Putin using Russian gas and oil supplies as a weapon against Ukraine and its East European neighbours”.
Friday, May 02, 2014
The Ukrainian Shadow on the Energy Markets / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: I’ve spent the last two days in Baltimore, hammering out the details on my next big project. So stay tuned, there are some exciting new opportunities headed your way very shortly.
However, before heading out of town, I was scheduled to do an interview with CNBC Asia. Given the time difference, that meant I needed to be in a Baltimore studio at 1 o’clock in the morning. The show was live from Singapore.
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Thursday, May 01, 2014
The "Holy Grail" of Energy Investing Is Going to Make You – and Your Grandchildren – Rich / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: Storage has long been one of energy's biggest "Holy Grails." It holds the key to every significant move into smart grids.
The reason is pretty simple: If energy cannot be stored, it is lost. Even transferring it from one type of energy to another is of little consequence unless you can reverse the erosion in the entire system.
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Tuesday, April 29, 2014
Obama’s Secret Pipeline More Sensitive than Keystone XL / Commodities / Energy Resources
By: Marin_Katusa
Isn’t it odd that an 800-mile pipeline that runs across environmentally sensitive land has been permitted without any mention in the media? Not a word about it from President Obama either.
Obama’s Secret Pipeline will be built over land that’s much more sensitive than that of the Keystone XL pipeline, which gets nothing but front-page coverage. It will actually be 17% (six inches) larger in diameter than Keystone XL (36 inches) and it will transport natural gas, not oil.
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Friday, April 25, 2014
Putin is Losing Eastern European Energy Gamble / Politics / Energy Resources
By: OilPrice_Com
Russian President Vladimir Putin said he doesn't think the European community can do without the natural gas it gets from energy monopoly Gazprom. With a Russian economy starting to decline, however, it may be Gazprom that's too strongly interconnected to the European market to break free.Read full article... Read full article...
Thursday, April 24, 2014
This is the Next “Big Thing” in Energy / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: Storage has long been one of energy’s biggest “Holy Grails.” It holds the key to every significant move into smart grids.
The reason is pretty simple: If energy cannot be stored, it is lost. Even transferring it from one type of energy to another is of little consequence unless you can reverse the erosion in the entire system.
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Tuesday, April 22, 2014
Why Energy is Catching the Stock Market's Eye / Commodities / Energy Resources
By: Frank_Holmes
Over the last month the energy sector has outperformed the market, and as you can see in the chart below, has done so by 6.5 percent. Year-to-date the sector is beating the S&P 500 Index by over 3 percent.
In a spectacularly performing market during 2013, energy lacked some of the incredible performance seen throughout the other sectors, but recently it has turned up, catching the attention of the market yet again.
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Friday, April 11, 2014
Russia Invaded Crimea and These US Energy Companies Made a Killing / Commodities / Energy Resources
By: The_Energy_Report
Don't put all your investments in one stock, warns S&A Resource Report Editor Matt Badiali. In this interview with The Energy Report, he shares a basket of companies that are extracting higher margins with ever-evolving shale drilling methods. Find out about his top tenbagger opportunities at home, in the so-called new science and factory shales, as well as his favorites in the far reaches of Kurdistan, where an eventual takeover draft looks likely.
The Energy Report: In a recent Daily Resource Update, you wrote a piece called, "Here's How Russia's Invasion of Crimea Could Benefit Some U.S. Oil Companies," and it wasn't the oil producing companies I assumed from the headline. Tell us, what companies could benefit.
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Thursday, April 10, 2014
Ronald Reagan's Fear Of Energy Dependence On The Evil Empire / Politics / Energy Resources
By: Andrew_McKillop
Destroy the Evil Empire
As a Hollywood B-movie actor Ronald Reagan never made it, but as a New Age politician preaching New Age economics he was so popular that in 1984 Reagan was triumphantly re-elected to a second and last term as US president. From at latest 1982, his first administration beat the drum on Europe's dangerous energy dependence on the Evil Empire (which was also known as the USSR).
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Wednesday, April 09, 2014
The Great Unwashed American Energy Independence / Politics / Energy Resources
By: Raul_I_Meijer
The eurocrisis is over, the US Navy makes fuel from seawater, and America will be energy independent by 2037, according to the EIA. Boy, where do we begin? We’re getting flooded with an increasing amount of sheer nonsense wrapped in sheep’s clothing, and it’s hard to keep up. We not only live in a pretend economy, by now most of what we think we see isn’t really there at all. Indeed, there’s not even a there there anymore. Look, if you believe that the Navy can power its fleet with fuel made from seawater, you should probably know there’s a lot of gold in the oceans as well. Which means that you are potentially very wealthy. All you have to do is dig it out.
Wednesday, April 09, 2014
From Financial Subprime To Global Energy Subprime / Politics / Energy Resources
By: Andrew_McKillop
Russian Sanctions and the Energy Subprime
The U.S. subprime crisis of 2008, although it was cast in stone by 2006-2007, was a dreadful surprise for political deciders. It sprang at them from the murky world of Wall Street's frenzied brewing of incomprehensible financial instruments with names like algos, swaps and derivatives. The crisis surged at them from outside, forcing deciders to make a panic recourse to more government debt and massive new borrowing, to shore up the financial economy and then the real economy.
Friday, April 04, 2014
The Energy “Crisis Curve” is Accelerating in a Dangerous Part of the World / Politics / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: Sitting in a new land of plenty, Americans rarely notice disturbing energy trends elsewhere in the world.
But in the course of my global work, it’s impossible not to recognize there are serious energy shortages developing in other parts of the world.
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