When you talk to management teams of public companies directly, you get a lot more colour on the company...and of course, on who the CEO is as a person. It helps you decide if the company and stock are a good fit for you. Institutions get that luxury all...
I want to show you one of the most powerful charts I see in energy right now.
This chart doesn’t show where stocks are going, or where commodities are going.
It shows how energy is being used, and will be used in the coming years—and what is driving that growth.
And it’s...
As the oil price fell from $105/barrel in 2014 to $26/barrel in 2016, producers, service companies and banks/lenders worked very co-operatively to keep as many people employed and as much oil flowing as possible.
It has been a remarkably co-operative endeavour for the global energy industry.
I expect that to change...
Energy Companies And Share Buybacks – A Lesson In Capital MismanagementThe job of the men and women at the top of Big Oil is to help manage capital through the volatile cycles of this business.For that they are handsomely rewarded with big salaries and stock options.These are experienced people...
In World War II, when the Allied countries laid out their first strategic bombing plans--the first target they selected was easy to agree on.
It was the German electrical grid. The Allies knew that without electricity the Germans couldn’t do anything.
If Germany had been attacking the United States it would...
Guest Post
Hi, this is Keith Schaefer—even though you don’t recognize the logo above. Since oil crashed back in the fall of 2014 we have had a few false starts at an oil price recovery.
Is this rally real--or another tease?
I’ve helped the editor at Hedge Fund Insiders http://www.hedgefundinsiders.com/, Reece Morgan, start a brilliant investment...
Sometimes you write a story. Sometimes a story writes itself.
In the next three sentences I’m going to give you everything you need to know.
One…
With more oil and gas producers in financial distress than aren’t, this has to be an historic opportunity to be buying oil and gas assets (especially...
Iran has been very vocal about ramping up oil production by one million barrels a day. That’s a real threat to a global market already oversupplied.
The Iranians are also talking a big game about increasing natural gas production.
In two years Iran believes that it will take natural gas production...
