- Dave Forest
Contributing Editor to Oil and Gas Investments Bulletin
Buying on the margins sets prices in commodities markets.The margin is the very highest someone is willing to stretch up and pay to get that supply. The last barrel of oil; the final pound of copper. Everyone pays what the marginal buyer will pay.
The U.S....
Two catalysts just ratcheted up investor interest in west coast LNG—Liquefied Natural Gas.
One was the re-election of the centre-right Liberal party in British Columbia in May. The second catalyst came in mid-June, when Malaysia’s Petronas announced it wants to spend $16 billion—as fast as government approvals will allow—to ship...
Editor's Note: Today's OGIB is my interview with fund manager Chris Theal...
The Big Investing Themes for Kootenay Capital fund manager Chris Theal right now is oil field service companies (OFS), and heavy oil producers.
Driving these two themes are:
1. Liquid Natural Gas (LNG) in North America
2. The huge growth in...
Japan spent US$75.4 billion on LNG last year, paying an average price of US$16.60 per million BTU—while gas prices in the United States averaged just US$2.75. No Japanese politician, economist, or grocer thinks that makes sense. So Asia is trying to lower prices for Liquefied Natural Gas (LNG) as...
By Dave Forest, contributing editor
Commodity guru Don Coxe said opportunities come in sectors where “those who know it best, love it least."
The quote fits today’s natural gas sector to a T.
Gas producers are increasingly bearish on prices for their sector. You can see it in their hedging.
Look at the...
Natural gas is the only commodity in North America where the US dollar is not the key factor affecting prices, says technical analyst and newsletter writer Donald Dony. He adds that the greenback sets the backdrop for oil, copper and other commodity prices.
North American natural gas, however, is a...
Editor's Note: Today's OGIB is the transcript of my recent interview with Peter Byrne of The Energy Report (TER) on a growing debate in North America's Great Experiment: the Shale Revolution, and I also talk about which junior producers I'm keeping close tabs on right now in the oil patch.
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The Energy...
Many investors study supply and demand statistics to figure out where they think the oil price is going.
But by far, the biggest factor that determines the oil price is the US dollar, says Donald Dony, who pens The Technical Speculator investment newsletter.
“The US dollar is absolutely pivotal for commodity...
