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On Monday this week I gave subscribers a trade idea for the winter--be long the US Natural Gas Fund ETF, symbol UNG-NYSE (closing $16.79 that day), and short the US Oil Fund, symbol USO (closing $56.07 that day). Now don't get incredulous that this trade idea is a straight up...
The Consumer Price Index (CPI) came out this morning (Thursday October 13,2022) and it was HOT, HOT, HOT.  In response, markets did exactly what you would have expected: they full-on collapsed – well, for about 90 minutes anyway.The CPI print came in at 8.2%.  Consensus had expected 8.1%.   The...
Is the energy sector under-reporting oil demand?  Some recent research suggests that's possible—potentially by a lot—as in 1.2 million barrels of oil per day (bopd). For oil bulls, that's not enough right now to sway oil prices.  But it could mean the market is tighter than everyone thinks. And that wouldn’t...
I’m going to run through a few seemingly unrelated facts here fairly quickly, but the message is: the North American energy market is so opaque right now—because fundamentals are changing so fast—that my #1 2015 credo—SMALL POSITIONS—still holds true.  And be prepared to change your mind in a hurry. This...
A group of Calgary energy entrepreneurs has a novel idea – that could have much lower capital costs and much lower operating costs – for getting Canadian natural gas to Korea and other Asian markets. Building LNG (Liquid Natural Gas) terminals on tidewater in western North America has been a...
  The man who has made me more money than ANYONE – Nathan Weiss – is hosting a special conference call on the latest Coronavirus, COVID-19.   On this call, you will learn   Why there will be vast improvement in treatments in the next 1-2 months (the response by the global medical community...
Everyone thinks energy stocks are doing really poorly.  But look at the charts of these energy companies—they’re at 52 week highs: They’re kind of similar aren’t they?  That’s because they belong to the same energy sub-sector. There are three main sub-sectors in energy: Upstream – the oil and gas producers and service...
Low prices, high discounts and high condensate prices are conspiring to make this The Week From Hell for Canadian heavy oil producers.  Heavy oil prices are now at the bottom of the barrel. And not to sound like a traitor, but there is a very simple way for investors to...