Who is saying “America First” when it comes to oil? OPEC is!  And it means US oil stocks—especially in the Permian Basin in Texas--should have a great run in the coming months. It’s so simple—let me explain. The rising oil price is now pricing in a production cut of 1 million barrels...
It’s quite plausible that The Biggest Winner in Donald Trump’s America First energy plan is--Canadian heavy oil producers. In Trump’s “An America First Energy Plan” he laid out his vision for the country’s energy policies going forward.  This plan had seven key points: Make America energy independent, create millions of new...
THREE THEMES TO CHANGE YOUR ENERGY VIEWS Why Oil and Natural Gas Should Both Be Stronger To 2020 What happens to oil prices if OPEC does not co-ordinate a cut in oil production?  What happens to natural gas prices if Old Man Winter doesn't show up again this year? Energy strategist Dan...
Will Occidental Petroleum’s $2 Billion Permian Be Any Better Than The Company’s Disaster In The Bakken? Occidental Petroleum (OXY-NYSE) just paid the highest price per acre in Permian Basin history at $50,000 per acre to get into that play—and that’s after backing out production. Shareholders had better hope that turns out...
The world needs a lot more lithium mines, after Toyota said on October 29 that it has mastered the Lithium-Ion battery. And that's a problem for the fast growing Electric Vehicle (EV) market, because even though finding lithium is relatively easy, getting a mine into production is not.   Adding Toyota's...
Where should you drill for oil? How about right beside a deposit that has produced 850 million barrels so far? And what if you had one of the most successful teams in the history of junior energy drilling it—a team that has built and sold juniors before and already made hundreds...
I'm always looking to invest my money in oddball places in energy; subs-sectors that are outside the mainstream.  That would include areas like ethanol, which I've done quite well at, and technology stocks--where I have sometimes lost a lot of money. Other examples include small oil and gas trusts, small...
Natural gas supply and demand fundamentals have changed in a major way.  In March there was way too much gas.  By November there may not be enough...at least at these low prices. NOW is the time to position yourself to profit from it…..BEFORE the money starts flowing into natural gas...