Category: Natural GasThe analysis published under this category are as follows.
Saturday, March 14, 2015
Natural gas has been absolutely pummelled for the last decade after making an all time high in 2005 at US$15.78. Price now sits around US$2.75. What a spanking!
So, does there look to be an end in sight to this devastating downtrend? Yes and no. Let's begin with the "no" which involves the big picture yearly chart.Read full article... Read full article...
Friday, December 05, 2014
Russia and China’s Natural Gas Deals Are a Death Knell for Canada’s LNG Ambitions / Commodities / Natural Gas
In recent years, a number of Asian companies have been betting that Canada will be able to export cheap liquefied natural gas (LNG) from its west coast. These big international players include PetroChina, Mitsubishi, CNOOC, and, until December 3, Malaysian state-owned Petronas.
However, that initial interest is decidedly on the wane. In fact, while the British Columbia LNG Alliance is still hopeful that some of the 18 LNG projects that have been proposed will be realized, it’s now looking less and less likely that any of these Canadian LNG consortia will ever make a final investment decision to forge ahead.Read full article... Read full article...
Wednesday, November 05, 2014
Natural Gas Prices are Going Higher (So are these “Super Shift” Investor Opportunities) / Commodities / Natural Gas
Dr. Kent Moors writes: While everybody is focused on oil, natural gas prices are moving in a very different direction.
As of this afternoon, natural gas prices at Henry Hub stood at $4.15 per 1,000 cubic feet (or million BTUs). Since last Thursday, the price of natural gas has jumped by 13.7%.Read full article... Read full article...
Sunday, October 19, 2014
The world’s leading liquefied national gas (LNG) exporter is the tiny Arab kingdom of Qatar, whose 77 million tons per year (mtpy) account for 30% of global LNG exports.
When the U.S. begins exporting massive quantities of LNG in 2015, it will immediately be catapulted into a position as one of the world’s largest exporters as well.Read full article... Read full article...
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...