Here is something that you wouldn’t expect. Permian Basin oil producers are selling oil for $20 per barrel less than Brent pricing price…yet the largest producer in the Permian couldn’t be happier about it. How is that possible? As soaring Permian production overwhelms takeaway capacity and decimates Permian oil prices Occidental Petroleum...
IHS Inc. (IHS) recently agreed to buy a geophysical software producer for half a billion dollars.
I’m all about making money for subscribers. I don’t spend a lot of time mulling over macro stuff. I want to know the macro basics and then research and discover which companies will profit. There are a lot of guys MUCH smarter than me when it comes to figuring out where...
I found the Holy Grail of Energy Stocks. No more volatility.  No more ups and downs.  No more trading. Just a secure, certain dividend stream that I think will grow every year--for the next 14 years. In fact, it might even get increased a couple times a year. How do I know this? ...
There are a lot of options for your hard earned capital and no shortage of folks wanting to tell you how to use it. Recent trends have been very profitable in different sectors. On the other hand, energy has displayed a horrendous previous 52 weeks. So here are 5 reasons not...
You can read a lot on the breakeven price for oil right now.  I think a lot of what you read now is missing the point--because I think the breakeven price for oil isn't all about economics.  There's a human element to this (and every) trade. I think the breakeven...
I’m saying farewell to numerous companies that have been in oil price fantasy land and refuse to adapt to the new paradigm. For too long, many of them have been: Accumulating copious amounts of debt Drilling prospects that are not justifiable at current sub $55 oil or even sub $75 oil Relying on...
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...