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...
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...
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,...
There’s a race going on in the oilpatch now to the bitter end—the end of the year.
And it’s not being driven by economics. It’s being driven by the REAL currency in the oilpatch:
Reputation.
The energy market is cyclical and all the veteran producers and bankers of the oilpatch know this.
Each...
To me, the Market (Dow/S&P 500) is a bit of a binary trade right now. It’s pretty clear to me that the Market is determined to retest its late August lows. If it bounces, I think I can safely buy stocks and likely add to my biggest position again...
I want to show you the true lowest cost natural gas producer in North America.
I’m not exaggerating.
I’m not guessing.
The financial statements make it absolutely clear--this company has the best piece of land on the continent.
That isn’t opinion; the hard data tells me that it is so.
I’m going to run...
Could US oil production peak...NOW?
Shale oil production in the United States could potentially stop growing as early as...now.
As in March 2015.
The information came out in the EIA’s latest Drilling Productivity Report which was published on March 9, 2015.
The report predicts that US shale production in the month of April will exceed...
Eating, breathing, sleeping and investing in the oil & gas markets is my life’s work.
Since I’ve opened my portfolio to subscribers in 2009 I have…
Had 49 trades with triple digit gains.
Closed 148 trades for profits (and counting).
Made $1.8 million in net profits from trading
Now invest over $2 Million of...