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Natural Gas Producers’ Hedging Strategies: A Risky Bet

By Dave Forest, contributing editor Commodity guru Don Coxe said opportunities come in sectors where “those who know it best, love it least.” The quote fits today’s natural gas sector to a T. Gas producers are increasingly bearish on prices for their sector. You can see it in their hedging. ...
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3 Natural Gas Stocks in an Uptrend

Natural gas is the only commodity in North America where the US dollar is not the key factor affecting prices, says technical analyst and newsletter writer Donald Dony. He adds that the greenback sets the backdrop for oil, copper and other commodity prices. North American natural gas, however, is a ...
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North America’s Great Experiment: The Shale Revolution (Interview)

Editor’s Note:  Today’s OGIB is the transcript of my recent interview with Peter Byrne of The Energy Report (TER) on a growing debate in North America’s Great Experiment: the Shale Revolution, and I also talk about which junior producers I’m keeping close tabs on right now in the oil patch. ———————————— The ...
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  • Keith Tweets

    • #corn is dropping like a stone--great for #ethanol producers 1 day ago
    • #LNG promise in US sending #natgas higher (with some short covering) yet bearish supply. Can't short gas-market wants this trade to work. 1 day ago
    • crack spreads for #refinery stocks soaring as LLS out Houston diving below Brent--not a lot but enough to make stock charts sing... 1 day ago

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The U.S. Dollar’s Impact on the Oil Price

Many investors study supply and demand statistics to figure out where they think the oil price is going. But by far, the biggest factor that determines the oil price is the US dollar, says Donald Dony, who pens The Technical Speculator investment newsletter. “The US dollar is absolutely pivotal for ...

Shipping Crude Oil by Rail: A Victim of its Own Success?

Oil producers in Alberta have embraced the holy rail, shipping out by train car an estimated 120,000 barrels of oil per day (bopd) to refiners on the east coast and the U.S. Gulf. Despite rail costs doubling pipeline tariffs, producers were able to get such a better price railing it ...

Author Bill Powers: Debunking the 100-year Natural Gas Supply Myth

What’s the best-performing commodity over the last 12 months? Natural gas. I asked natural gas bull Bill Powers, whose new book is Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth, to give OGIB readers his thoughts on the gas market ahead. Bill’s book is something very ...

A New “National Interest” Idea for Getting Canada’s Oil to Market

The energy sector is such a typical American-Canadian contrast.  It’s like the Americans love to shoot guns, and the Canadians love to dodge bullets.
 In the USA, the Shale Revolution has turned the American energy industry upside down with huge new supplies of natural gas and light oilAn oil of ...

Iraq – Kurdistan’s Billion-Barrel Oil Investment

  The diplomatic war of independence between Iraq and its northern region Kurdistan is escalating rapidly, with the flashpoint for armed conflict being the Kirkuk oilfield on the boundary between the two sides. While both sides have pulled back some of their troops poised for conflict recently, 2014 could be ...

2 Trends Making Investors Money in the Canadian Energy Patch

Dear OGIB Reader, There are two trends in the Canadian energy patch in the last three weeks that have been making money for investors – but the question is, do they have legs? Can the uptrends continue? The first and most obvious is natural gas. After doubling in price between ...

A New Way To Look at Buyouts for Oil and Gas Investors

Last week I described how tax pools are a near-unknown—but increasingly critical—metric for junior oil and gas investors. Tax pools shelter cash flow. E&Ps need them in order to retain cash for expansion—or to keep the coffers fat for paying dividends to investors, the way more and more companies are ...