How do you invest in the weather? When it comes to weather, what’s bad for natural gas is good for ethanol. These two commodities are almost exactly opposite trades each summer.Hot weather--especially on the populated east coast--makes for lots of air conditioning demand in North America, which increases natural...
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...
In Part 1 I explained how Argentina’s Vaca Muerta shale is the only international play—so far—that looks like it could be bigger than the Bakken.
For investors, the challenge is that most of the activity in Argentina today is controlled by major companies. Names like Shell, ExxonMobil, EOG Resources and...
Argentina is the “Comeback Kid” story of 2014. After getting vilified for nationalizing one large ownership block in the prolific Vaca Muerta shale play in 2012, Big Oil is coming back in a Big Way—and dragging up the share price of the fast growing juniors in the play.
Most investors...
In an exclusive interview, OGIB asks noted author Bill Powers: have investors and the general public been grossly misled about America’s energy future?
Something about America’s shale gas renaissance—and its gilded promise of previously-unthinkable U.S. energy independence—never made sense to Bill Powers.
As the author of the shale-challenging new book “Cold,...
If you were on the hunt for the next big horizontal oil play in the U.S., where would you be inclined to look?
Texas? That makes sense; Texas is the top oil producing state in the country.
California? That also makes sense, California has been a top oil producing state for...
- Dave Forest
Contributing Editor to Oil and Gas Investments Bulletin
Buying on the margins sets prices in commodities markets.The margin is the very highest someone is willing to stretch up and pay to get that supply. The last barrel of oil; the final pound of copper. Everyone pays what the marginal buyer will pay.
The U.S....