By Bill Powers Which natural gas producers will make it through this winter of low prices?  I’ll tell you one that I think will survive….but first I’ll tell you one today that probably will not. Natural gas prices on the NYMEX dipped below $2/mmBTU in December 2015 for just the second...
Something Doesn’t Add Up In North Dakota’s November Production Report If you want to find buried treasure, you have to dig. And even then you may find the treasure chest is empty. That’s what happened to me this last two weeks as I realized one bit of oil data made NO sense...
Commodity’ is now a four letter word. Metal prices have collapsed.  Oil is plummeting.  Natural gas and coal are struggling, and iron ore is on death’s door. But right now, there is one commodity that everyone agrees will rise in price this year. The Big Banks are piling into the idea. Analyst...
The SmartGrid is here to redefine how we generate, deliver, and pay for electricity—and that will be a big opportunity for energy investors in 2016. The SmartGrid will help utilities reduce demand among their customer base during the very expensive peak periods, and cost-effectively increase their use of renewable energy. The...
The Canadian dollar has dropped 25% against the US dollar in the last 18 months, going from 94 cents to 71 cents.  That's horrible news for Canadian drivers, as the lower loonie (as Canada's dollar is affectionately nicknamed) has almost completely eliminated any savings at the pump, while oil...
Trading mistakes.  Looking back on 2015, I made the same ones! (Visual—bang head against wall repeatedly).  I’m going to tell you what I did wrong and what I did right in 2015, and where I see The Big Money being made in energy in 2016. The key to investing of...
Pipeline behemoth Kinder Morgan (KMI-NYSE) cut its dividend last night by 75%--ending a three year string of getting their money for nothing and your dividends for free (with apologies to the band Dire Straits). This issue is causing investors to give all North American pipeline stocks a higher discount rate--and...
Canadian LNG–Liquefied Natural Gas–exports aren’t getting a lot of respect these days, partly due to low LNG prices, and partly because of the high profile environmental opposition to Petronas’ proposed terminal location at Lelu Island near Prince Rupert. But behind the headlines, LNG Canada, a joint venture led by Shell...