A Texas court case this Friday, February 26 will set a precedent that will either see all US pipeline and “midstream” stocks have a monster rally—or get crushed (even more!). That’s when Crestwood Partners (CEQP-NYSE) will defend its fee structure in transporting the natural gas of defunct Quicksilver (formerly KWK-NYSE)...
What are The Pros doing in the Market? Each quarter I like to interview with a fund manager who I think has his pulse on what’s happening in the energy markets. Today I’m sharing an interview with Martin Pelletier, one of the principals at TriVest Wealth Counsel in Calgary.  I...
Opportunity Is Knocking In The Energy Sector – Are You Prepared To Answer? On July 8, 2014 I made an incredibly prescient investment decision. I didn’t know it at the time, but it was a huge moment in my investment career. That decision is documented in this e-mail that I sent to my subscriber...
The Coming Energy Infrastructure Overcapacity Glut October 1, 2015 By: Bill Powers When free money is thrown at any part of the energy industry for a long enough length of time, the natural boom bust cycle can be taken to extremes and massive distortions can develop. Due to unprecedented access to all forms...
What will happen to junior natural gas stocks in Canada on Monday, following the Canadian government's denying Malaysia's Petronas bid to acquire Progress Energy (PRQ-TSX)? A couple days of mild downside is my guess.  Don't get me wrong-Progress itself will be down 30% or more (the only good news here is that it's...
The Saudis want control of the oil market back, and they are lowering prices to weed out the high cost producers. But I found a western producer with even lower costs per barrel than the Saudis. That’s right—someone who beat them at their own game.  Just like the Saudis, this company...
I asked Cory Mitchell to explain two scenarios that could play out in the global energy markets, and what it means for energy investors. Here's Part 1 of his story. - Keith The Macro Dilemma by Cory Mitchell, CMT Energy investors need to be aware there are two massive macro forces in our...
Many investors are aware of the technological innovation – fracking – which has brought about a natural gas boom in North America. But the new technologies just keep coming...and the latest technologies will again REVOLUTIONIZE the global natural gas industry. The latest significant breakthroughs have to do with the production...