North American oil prices could have a sharp--but short term—drop in December 2015.
I outline the signs—in the physical market, and the financial market--that oil storage is becoming full in the US.
There is a simple and easy way for investors to profit from this.
I outline this low-risk trading opportunity...
Oil bulls are hoping every shale play in the US pulls--"An Eagle Ford"
But it hasn't worked out that way--so far, the Eagle Ford is unique. What I mean by that is..it's the only Big Shale Formation in the US where oil production really is collapsing like The Market expected.
By...
Dubai started to interest me in 2012 when I was in Kurdistan, which is just off the top of the map below, above the word Baghdad. I was on a property visit—travelling half way around the world to see a pipe coming out of the ground—and all the brokers...
Is This “Biggest Factor” Silently Charging Up The U.S. Natural Gas Market?
Mexican natural gas imports from the US will keep increasing through 2016 and 2017, to the point where Mexican demand could be 9% of US production with two years, up from the current 3.5%.
The chart below shows the...
OGIB INTERVIEW WITH ROBIN MILLS IN DUBAI
Robin Mills is author of “The Myth of the Oil Crisis” and is CEO of Qamar Energy, a consultancy that advises clients on strategic, commercial and business opportunities in Middle East oil and gas. I interviewed Mills--a Briton who has lived in Dubai...
What are the Fathers of the Shale Revolution doing now?
You would be surprised—I sure was. The main part of the technical team from Mitchell Energy—which combined fracking and horizontal drilling to start The Shale Revolution in Texas’ Barnett Shale in 1998—is now working for a 15 cent junior in...
By: Bill Powers
Valuing public companies is a black art.
Analysts use many metrics, and when delivering a final price target on a stock, use the average of several methods—cash flow multiple, Net Asset Value and the esoteric “management premium”.
But I want to suggest to investors that right now, one of...
Many small exploration and production (E&P) companies could still be worthless even if oil prices rise next year according to RBC Capital Markets. RBC’s recent energy note—Surviving The Downdraft--looked at the prospects for 29 US and Canadian small cap stocks.
They are what I call The Zombie Stocks—The Walking Dead. ...
