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Logistics are a bigger piece of the energy pie than ever before—especially rail.  Most energy investors are familiar now with the huge rise in crude-by-rail; getting Canadian and Bakken crude to the east and west coast refineries in the United States. It saved the profit margins for many oil producers,...
By Bill Powers Winter started late, destroying demand for natural gas in America. Natural gas storage touched record levels at the end of the refill season. NYMEX Henry Hub futures briefly traded below $2 per MMBTU and have staged only a modest rebound with the onset of colder weather. Dozens of North American...
THREE THEMES TO CHANGE YOUR ENERGY VIEWS Why Oil and Natural Gas Should Both Be Stronger To 2020 What happens to oil prices if OPEC does not co-ordinate a cut in oil production?  What happens to natural gas prices if Old Man Winter doesn't show up again this year? Energy strategist Dan...
IMO 2020 was potentially a big trade in 2019, and is still potentially a big trade in 2020—though I confess I struggle to find any BIG WIN potential.IMO 2020 stands for the International Marine Organization, a UN body.  They have mandated that ships switch to much cleaner...
With sales ramping up quickly in the United States, TAAT is about to go truly Global—in more ways than one. When I introduced you to TAAT Global (TAAT-CSE/TOBAF-OTCQB) just over a year ago, it was little more than an idea. It has since become a thriving business as smokers...
The Kirkland Lake Gold (KL:NYSE/TSX) success story is exactly why intelligent speculators like you and I love the junior resource sector.In most sectors a really great stock doubles over a couple of years.  In the mining sector, a great stock is a 10-bagger over a couple years. ...
I know that everybody hates coal. But… Consol Coal Resources LP (CCR) currently sports a massive dividend yield of 15.4%... and analysts think it’s sustainable. I know what you’re thinking—they get paid good money to say things like that. But I’ve taken a look into the numbers and I agree.  Even though spot...
I want to tell you that you HAVE to short natural gas.   I want to tell you that the $8.50/mcf natural gas that we saw this week is crazy.     That the price is going to come down hard.  The market is hugely backwardated--meaning prices are much lower in the months...