Category: Energy Resources
The analysis published under this category are as follows.
Thursday, April 03, 2014
The Government Foil to Energy Independence (and Profit) / Politics / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: As the rush to export liquefied natural gas (LNG) gathers steam, the Energy Advantage portfoliois primed for even bigger gains.
Make no mistake, LNG exports are now set to hand us one of the best investment opportunities of the decade.
That's a stunning reversal from just seven years ago, when everyone agreed the United States would be using LNG imports to meet 15% of its gas needs by 2020.
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Sunday, March 30, 2014
Death Cross For European Energy / Politics / Energy Resources
By: Andrew_McKillop
Play With the Toy Until its Breaks
Commentators have begun to focus on the “moving average” of European energy demand – always downward – as the moving average of European energy prices always rises. They easily conclude this is a death cross caused by the always-unrealistic energy policy and programs of the European Union. Making this more deadly, the “bearish outlook” for future energy supply in Europe is hard-baked into the policy mix and kept that way by political grandstanding and corporate inertia.
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Sunday, March 23, 2014
Will Russia Sanctions Backfire? / Politics / Energy Resources
By: Pravda
Russian "energy kings" Igor Sechin and Alexei Miller may be added to the list of persons whose European accounts will be frozen in light of the application of sanctions against Russia. In addition, the heads of the state companies fall under EU visa restrictions. What are the possible consequences of such pressure on the key players in the energy market for the EU?
Sunday, March 23, 2014
Will Ukraine Power Game Raise EU Energy Prices By 100%? / Politics / Energy Resources
By: Raul_I_Meijer
If I were a citizen of the European Union, especially of either the more eastern countries or of Britain, I’d be getting worried right now. I wouldn’t be so sure that what the Boys from Brussels are concocting is in my best interest. It’s one thing to hear the leadership declare that when it comes to gas, Putin needs Europe more than the other way around, but is that really true or is that war talk that may even be based primarily on a lack of knowledge and/or competence? And if the EU bluff pans out wrong, what are going to be the consequences for the people in the EU? As in: how fast and now much can prices rise?
Tuesday, March 18, 2014
Putin's Energy Stranglehold On Europe / Politics / Energy Resources
By: Andrew_McKillop
Outdated Geopolitical Musing
March 17, world stock exchanges from Moscow to New York and Frankfurt to Shanghai gave a whoop of joy at the symbolic-only prospect of European and American “hard hitting sanctions” being set against Russia for its Crimean action. The wait was over, the panic wasn't needed, at least not yet, so jobbers and traders got back to doing the thing they know best of all – talking up share prices. The media and press, however, did what they could to keep the story going, for example Garry Kasparov's raging in the 'Wall Street Journal', telling us that Putin “is another Saddam Hussein or Slobodan Milosevic” and should be treated by the West the same way. Kill him!
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Monday, March 17, 2014
Russia Eyes Crimea’s Oil and Gas Reserves / Politics / Energy Resources
By: OilPrice_Com
According to Reuters , Crimea may nationalize oil and gas assets within its borders belonging to Ukraine, and sell them off to Russia. Crimea’s Deputy Prime Minister hinted at the possibility that it would take control of Chornomorneftegaz, a Ukrainian state-owned enterprise, and then “privatize” it by selling it to Gazprom. “After nationalisation of the company we would openly take a decision - if a large investor, like Gazprom or others emerges - to carry out (privatisation),” Deputy Prime Minister Rustam Temirgaliev said.
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Monday, March 10, 2014
Recasting Europe's Energy Dependence On Russia / Politics / Energy Resources
By: Andrew_McKillop
Recast As High Priced Energy
Speaking to the press, 9 March, the UK's Foreign minister William Hague said that "If no solution to this (energy dependence) can be found," European countries will "Recast their approach to energy and economic links with Russia over time". He was careful not to give any time lines, and certainly no investment cost estimates, more especially because plans so far mooted by officials in Europe's capitals, and from Brussels to Washington include larger imports of U.S. natural gas, reversing gas flows through pipelines from Western Europe back into Ukraine, and accelerated buying of more energy from countries other than Russia.
Sunday, March 02, 2014
Why The EU Will Not Resist Putin's Ukraine Military Coup / Politics / Energy Resources
By: Andrew_McKillop
Gaseuro Recycling and Petrodollar Recycling
Much more discreet and more easily denied than also-denied petrodollar recycling operated by the US and Saudi Arabia, the EU's gaseuro and petroeuro recycling operated with Russia, especially by Germany, Italy and France but also by other EU states is starkly different to the “petrodollar system” because it is an economic win-win. Because of this, the EU after ritual blethering and cries of alarm will avoid operating economic, trade, monetary or other sanctions against Russia.
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Saturday, March 01, 2014
Investor Energy Potential in Ukraine's Troubles / Politics / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: [LONDON] As you read this, Marina and I will be in London for the annual energy consultations at Windsor Castle.
Now, if it seems like I'm spending far too much time traveling these days, you're right. But the truth is our trip to England is just the beginning... more is yet to come.
You see, most of the major new developments are no longer taking place in North America. The global energy sector is intensifying, and its importance has never been more striking than it is right now.
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Wednesday, February 26, 2014
What’s Waiting for Me at Windsor Castle / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: Marina and I are off to another airport…
On Thursday, we’ll be flying “across the pond” for a stay at Windsor Castle outside London.
We’ll be there for the annual Windsor Energy Consultations. It’s a three-day event that promises to include some intense discussions with some of the most gifted energy minds in the world.
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Monday, February 10, 2014
The Circular Economy – Roundabouts And Toboggans For Growth / Economics / Energy Resources
By: Andrew_McKillop
Waste Dumps to Resource Mountains
The Sochi Winter Games waste dump could interest future corporate geologists a lot more than the Chernobyl sarcophage. Leaked reports and furtive newsreel footage shows a pyramid 35-stories high, thinly and partly covered in soil, more than 150 metres wide at its base. And growing. Leakage from the Sochi pyramid of waste is, of course, toxic but also contains a hard-to-believe mix and mingle of metals, minerals and organic compounds including gold and with in fact little surprise, uranium and also of course pesticides, chrome hexafluoride, dioxin and similar deadly poisons with a high dollar value per unit weight – either as a resource or as a threat to society needing expensive disposal.
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Friday, February 07, 2014
The One All-Encompassing Truth Behind Energy Policy / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: Most people think the “big” energy decisions are driven by what it costs at the pump or how much it takes to heat their homes (a lot, as it turns out this winter).
But as the controversial decision over the Keystone XL pipeline shows, there’s another element in play… and it’s a big one.
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Sunday, February 02, 2014
No Containing The Energy Subprime Rout / Commodities / Energy Resources
By: Andrew_McKillop
The Financial Subprime Model
The 2008 global financial crisis was “contained”, or at least plausibly denied for over 2 years before it went critical and caused a global stock market, financial, banking and economic crisis – the effects of which we are still living with, today. As Doug Short wrote this week on Market Oracle: “Contained” was the buzz word used to describe the U.S. subprime crisis in 2006-2007 until it was undeniable in 2008 that it was most certainly not contained. So then, the trillion dollar question is, how does one determine when a crisis is contained or developing into a contagion?” Incredible or unexpected price and production swings by double-digit percentage leaps, is one indicator
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Monday, January 27, 2014
Market Disruptor: Nuclear Restarts Spells Trouble for LNG / Commodities / Energy Resources
By: OilPrice_Com
There are two major factors that have emerged in the last five years that have sparked a surge in LNG investments. First is the shale gas "revolution" in the United States, which allowed the U.S. to vault to the top spot in the world for natural gas production. This caused prices to crater to below $2 per million Btu (MMBTu) in 2012, down from their 2008 highs above $10/MMBtu. Natural gas became significantly cheaper in the U.S. than nearly everywhere else in the world.
Wednesday, January 22, 2014
Energy Outlook: What’s Hot in 2014 / Commodities / Energy Resources
By: Marin_Katusa
Investors who want to know how the energy sector will be doing in the coming year are, in my opinion, asking the wrong question. There really is no such thing as "the energy sector," because the performance of the different resources—from oil and gas, to uranium, to coal, to renewables—can vary dramatically.
Case in point: while unconventional oil exploration and production have seen a huge upswing in recent years, thanks to the vast success of the Bakken and other oil-rich shale formations, at the same time natural gas has taken a nosedive, due to a supply glut that still hasn't found its balancing point.
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Saturday, January 18, 2014
Energy Policy Freeze Frame In 1970s Mould / Politics / Energy Resources
By: Andrew_McKillop
Oil Fear
In a January 15, 2014 editorial titled 'Energy Antiquities' the Houston Chronicle underlined that when it concerns energy – we primarily mean oil – the thing to remember for the ever-expanding cohort of persons too young to remember the 1970s was that this decade, in a word, was the Forgettable Decade. Very forgettable.
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Thursday, January 16, 2014
Investors Having No Exposure to Energy Risk is Risky / Commodities / Energy Resources
By: Marin_Katusa
Because Marin Katusa is the foremost expert on all things energy, I’ve been eager to pick his brain for our subscribers. Marin, an accomplished investment analyst, is the senior editor of Casey Energy Dividends, Casey Energy Confidential, and the Casey Energy Report. He is also a regular commentator on BNN and other major media outlets.
Dennis Miller: Marin, welcome. Thank you for taking the time to share your knowledge with our subscribers.
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Friday, January 10, 2014
Banking on Ethanol and High-Tech Fracking / Commodities / Energy Resources
By: The_Energy_Report
Keith Schaefer, editor and publisher of Oil & Gas Investments Bulletin, has built an impressive track record of foreseeing structural changes in the energy industry. Schaefer knows when to take or refuse opportunities in the volatile ethanol industry, as he demonstrates in this interview with The Energy Report. And he knows how to bide his time while waiting for catalytic moments—the singular events that can make all the difference between survival and extinction for a junior oil and gas company struggling to raise above the fray in the fracking fields.
Thursday, January 02, 2014
Energy Investing 2014 - Where the "Wired" Money Is Going Next / Commodities / Energy Resources
By: Money_Morning
The Internet has been spotty, the phones are out, and the only people who can fix it are "off island" for the holidays.
Welcome to the Bahamas.
Of course, Marina and I can hardly complain. The temperature is in the low 80s, the rain falls after dark, and the friends we have built up over more than two decades are here to ring in the New Year.
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Wednesday, December 25, 2013
Fracking, Uranium and Solar, Oh My!: Growth and Innovation 2013 / Commodities / Energy Resources
By: The_Energy_Report
A more profitable outcome often requires a new way of doing things. The Energy Report profiled some of the most innovative stories in the energy space in 2013. Our experts talked about everything from developments in hydraulic fracturing techniques to new ways of finding and processing natural resources. As we look forward to exciting new opportunities in 2014, let's revisit some stories our experts shared last year.