Can shale oil and gas carry the U.S. to energy independence?
The short answer is no, says Credit Suisse (CS) in a September 7 report, but North America as a whole could be energy self-sufficient.
CS hangs their thesis on 4 key pegs:
1. Flow rates from oil wells about 25% higher than now,...
North American drivers are now competing with global drivers — and global industry — for cheap American crude.
I went on FOX National Business News to explain why that is (click the link at the end to watch the interview.)
For starters, keep in mind that driving gasoline is 50% higher...
The recent bounce in oil prices has opened the "equity window" for energy companies to raise capital. It's the first time this window has opened since October. But should investors be buying?
In the last three weeks, three Canadian energy companies raised equity capital; two juniors in Rock Energy (RE-TSX)...
Everyone knows that Iraq is an important oil producing country. But Iraq is more than just important, it is critical.
Iraq is so important that in October of 2012 the International Energy Agency (IEA) released a report called “World Energy Special Outlook On Iraq”.
In that report the IEA concluded that in 2035 oil prices would be...
...Let me tell you what that means
By Donald Dony
Sector rotation is the normal evolution of different industry groups to a recovering and expanding economy. It is also affected by investors trying to anticipation this expansion.
Chart 1 illustrates the usual rise and fall of different key industry groups.
In a bear...
I'm off to Dubai for a week of meetings, but I want to leave you with some ideas that should leave you...questioning...The Bear Case on oil.
I want to be clear...I'm not a perma-bull on oil. Far from it. I'm an investor, and a trader, looking for a trend. Energy...
There’s just one stock that interests me at this time of year.
This is The Most Wonderfully Inefficient Time of the Year for the stock market. It’s tax-loss-selling season.
But I’m not running out buying any big basket of energy stocks. The selling may be overdone, but it can stay overdone for a...
Oil and gas producers are among the least profitable sectors in the energy world—yet they gain the most attention.
And they’re cyclical—you have to trade them. They had a great two year run from 2009-2011, then were the wrong place to be for two years, but the Polar Vortex of...