Category: Natural GasThe analysis published under this category are as follows.
Wednesday, September 03, 2014
Kent Moors writes: To hear some analysts tell it, geopolitics and the weather are exogenous events when it comes to energy prices.
That is, somehow both natural gas and crude oil prices would operate quite “rationally” if it weren’t for either of them.
According to these guys, supply and demand is what drives the market, and from time to time these “outside elements” only muddle things up.Read full article... Read full article...
Friday, August 29, 2014
As the situation in Ukraine continues to unravel, the West is certain to develop another round of sanctions against Russia.
Unlike the first set, these new sanctions will almost certainly have a more direct bearing on the energy sector.
And now that Russian gas behemoth Gazprom (OTC: OGZPY) has once again threatened to cut off the gas supply to Ukraine if Kiev doesn’t pay what it owes, worry has begun to creep into the European Union headquarters in Brussels.Read full article... Read full article...
Wednesday, August 27, 2014
Dr. Kent Moors writes: During the height of the Deepwater Horizon tragedy four years ago, I had my graduate students monitor the flow of oil from the sunken platform in the Gulf of Mexico.
Most of their work involved rather straightforward calculations based on undersea camera footage.
But from time to time, flimsy protoplasmic-like structures would float across the screen. The students called them “ghosts.”Read full article... Read full article...
Sunday, August 24, 2014
LNG Catalysts About to Hand You the investment Opportunity of the Decade / Commodities / Natural Gas
A century ago, the opening of the Panama Canal changed the face of global trade.
By joining the Atlantic and Pacific oceans, ships from the East Coast no longer had to make the treacherous 8,000-mile trip around Cape Horn to reach the markets in Asia or on the West Coast.
Now, 100 years later, the 50-mile long canal is about to do it all over again.Read full article... Read full article...
Sunday, June 22, 2014Read full article... Read full article...
Wednesday, May 28, 2014
Dr. Kent Moors writes: Pundits have been quick to label last week’s mammoth gas deal between Russia and China as “historic.”
That may be true. But the fact is there are a number of important elements in the $400 billion agreement that have yet to be decided.Read full article... Read full article...
Wednesday, May 21, 2014
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Friday, May 09, 2014
An Unglorious Mess
Usually away from the microphone, natural gas experts say that “pipeline corridor country” Ukraine in fact heavily needs a pipeline rationalization program. The country is oversupplied with a patchwork accumulation of lines built up over decades, which are under-used (and badly maintained). And as we and the IMF know, Ukraine cannot pay for the gas it takes from Russia.
Friday, May 09, 2014
There's more than one way to invest in energy, and you don't have to choose between majors and juniors. Frank Curzio, editor of the Small Stock Specialist newsletter, tells us exactly why every investor needs a diversified portfolio of juniors, large-cap oil and gas producers and natural gas services. In this interview with The Energy Report, Curzio talks of a shifting political climate and why it could mean a massive boom for U.S. natural gas exports. Don't let yourself be caught out in the cold when the natural gas market catches fire.
The Energy Report: Frank, will the ongoing crisis in Ukraine keep oil prices above $100/barrel ($100/bbl)?Read full article... Read full article...
Saturday, April 19, 2014
Cinderella Gas at the Thieves Ball
Simple questions can have complicated answers, but for Cinderella Gas the clock has a habit of chiming 12-midnight all too often. The simple question is how come natural gas in the USA has grave problems to even attain $27.50 per barrel of oil equivalent – but in Japan it can fetch about $100 per barrel equivalent? Do Japanese like expensive things, or what?Read full article... Read full article...
Thursday, April 03, 2014
There is only one certainty in Ukraine: The energy sector must and will be transformed, and how long this takes will depend on who ends up in the driver's seat and how serious they are about becoming a part of Europe and reducing dependence on Russia. But by then, investors will have missed the boat.Read full article... Read full article...
Wednesday, March 12, 2014
The Fragile Argument
The prospects of the EU, backed or incited by the USA declaring a “gas war” with Russia over the Ukraine crisis are now very high. EU and US action inside Ukraine includes actively fomenting civil strife, even civil war between west and east Ukraine through giving full and total Western support to the “Euro-maidan” flash mob protest revolt of Kiev and its totally unelected political leaders, who will certainly reject the certain yes result of a referendum vote in Crimea on re-attaching Crimea to Russia. This opens up the real prospect of retaliation by Russia, firstly economic, then military.Read full article... Read full article...
Thursday, March 06, 2014
Dr. Kent Moors writes: The weather is taking a decidedly better turn here in London these past few days.
It's a good thing, because all of the talk currently in British circles is about the deteriorating situation in Ukraine.
These concerns involve the all-too-obvious geopolitical impacts of a Russian takeover of Crimea and perhaps a broader swath of Eastern Ukraine.Read full article... Read full article...
Monday, February 24, 2014
The Energy Information Agency (EIA) has predicted that natural gas production in the US will continue to grow at an impressive pace. Right now output is close to 70 billion cubic feet a day and is expected to reach over 100 billion cubic feet per day by 2040. The trend is likely to continue without hitting a geologic "peak", and along with this trend will come new marketing opportunities for America.Read full article... Read full article...
Friday, February 21, 2014
Mohammad Zulfiqar writes: Just like any other commodity, natural gas prices are affected by supply and demand metrics. If demand increases and supply remains the same (or declines), you have a perfect recipe for higher prices. Since the beginning of the year, this commodity’s prices are up more than 40%!
Before you start judging where the prices will go next, you have to see what kind of factors can affect the demand or supply. Consider gold prices, for example. If the demand for gold increases and, at the same time, there’s a discovery of a major mine—the prices may not move as much as anticipated if the mine wasn’t discovered. The reason behind this is simple: there’s supply to meet the demand.Read full article... Read full article...