Category: Natural GasThe analysis published under this category are as follows.
Thursday, November 07, 2013
William Patalon writes:At the end of our October 21 update on Cheniere Energy Inc. (NYSE: LNG) and the liquefied natural gas revolution, we promised to bring you an additional LNG recommendation.
Today we're keeping that promise.
And the company we're recommending is Cheniere Energy Partners LP (NYSE: CQP).Read full article... Read full article...
Wednesday, September 18, 2013
Robert Hsu writes: Financial planners like to put you in one of two camps:
The "growth camp," which they say is right for younger investors, and the "income camp," which they say is proper for retirees and those close to retirement.Read full article... Read full article...
Sunday, August 11, 2013
Reuters reported from Doha, Qatar, 8 August that Saudi Arabia has offered Russia economic incentives including a $15 billion arms-buying deal and a pledge not to challenge Russian gas sales in Europe, if Moscow scales back or abandons support for Syrian President Bashr al-Assad. The proposed deal was reportedly set out by Saudi intelligence chief Prince Bandar bin Sultan in a four-hour meeting with Russian President Vladimir Putin in Moscow last week.
Thursday, August 01, 2013
Sean Brodrick writes: Are you looking for a rip-roaring bull market? Take a long, hard look at natural gas.
Its price increased 40% to 60% during the first half of 2013 compared to the same period in 2012. If the S&P 500 did that, fat-cat bankers would do cartwheels down Wall Street.Read full article... Read full article...
Thursday, July 18, 2013
Oil and gas is getting bigger, deeper, faster and more efficient, with new technology chipping away at "peak oil" concerns. While hydraulic fracturing has been the most visible revolutionary advancement, other high-tech developments are keeping the ball rolling--from the next generation of ultra-deepwater drillships, subsea oil and gas infrastructure and multi-well-pad drilling to M2M networking, floating LNG facilities, new dimensions in seismic imagery and supercomputing for analog exploration.Read full article... Read full article...
Friday, June 28, 2013
Tony Daltorio writes: Everyone likes a good comeback story where large obstacles are overcome on the way to a favorable outcome.
And we're about to see one in the investment world...
The shale gas boom seemed to be a disaster for the natural gas industry as the price of natural gas plummeted over a five-tear period to reach a multi-year low below $2 per million BTU in April 2012.Read full article... Read full article...
Friday, June 28, 2013
Here's the situation: North America is swimming in cheap natural gas, whereas international markets are thirsty for it and paying a premium. Now that the DOE is beginning to approve LNG export permits, North American producers have major incentive to drill, baby, drill. To get an expert perspective on the coming LNG supply shift, The Energy Report turned to Cantor Fitzgerald Analyst Sam Wahab, who keeps tabs on global oil and gas developments from his base in London. This is a must-read interview for anyone who wants to profit from a potentially massive shift in natural gas fundamentals.Read full article... Read full article...
Wednesday, June 19, 2013
Guess who the US Energy Information Agency (EIA) says has 430% more proven gas reserves than the US?
Guess who has twice as much as the US in shale gas technically recoverable?
Guess who has over twice as much proven oil reserves as the US?Read full article... Read full article...
Wednesday, June 12, 2013
Tara Clarke writes: Hydraulic fracturing, or fracking, the art of separating oil from rock, has the potential of turning America into the world's top oil and natural gas producer.
But as with any bonanza it has some secrets oil and gas companies want to keep under wraps. And some companies are willing to put some big bucks behind that.Read full article... Read full article...
Wednesday, June 12, 2013
The economics of oil or natural gas hydrofracking are seldom analyzed from the perspective of the American consumer. Most discussions focus upon the investment opportunities of specific companies, royalties to leaseholders, windfall tax revenues that state governments will benefit from and the bonanza that local communities will enjoy from the added business activity. Missing is a clear understanding of the pricing points and factors that will determine the actual selling charge and total all inclusive retrieval costs in the domestic market. Will the price of energy drop precipitously or will the net effect be that the native end user sees no direct benefit from the rush to drill?Read full article... Read full article...
Monday, June 10, 2013
Peter Krauth writes: Oh, the law of unintended consequences and the opportunities it brings.
Thanks to the new standard of Keynesian Abenomics, the Nikkei has blasted 47% higher since November. The Yen has lost about 25% against the U.S. dollar in the same time.
While we don't know what the future will hold for these trends, there's something else going on that will not fade quickly: The weak Yen has made imports to Japan a whole lot more expensive...including energy.Read full article... Read full article...
Friday, June 07, 2013
Ramping up domestic North American liquid natural gas production for export to pricier international markets could be a game changer for struggling junior explorers. In this interview with The Energy Report, C. K. Cooper & Company's Jeff Grampp tells us why drilling in domestic gas fields for export is a good idea. . .if the Feds play along. And he identifies promising juniors with leaseholds in particularly desirable fields.
The Energy Report: Jeff, if the Obama administration continues to authorize liquid natural gas (LNG) exports, will that benefit the juniors as well as the big producers?
Jeff Grampp: I believe all U.S. natural gas producers will generally benefit from an increase in LNG exports. Historically, the pricing dynamics of natural gas in the U.S. have been linked to local supply-demand dynamics. With an increase in the potential to export, domestic natural gas producers would be able to access higher priced markets internationally, particularly in Europe and Asia. There will also be local economic benefits tied to the creation of jobs at newly constructed exporting facilities.Read full article... Read full article...
Thursday, May 16, 2013
DYING IN GREEN TAPE
BusinessEurope president Jürgen Thumann speaking to EurActiv at the European Business Summit which opened 15 May, squarely blamed the European Commission for "the negative effects of green tape”, also saying EU regulations create ‘unnecessary burdensome legislative instruments in climate, energy and environment policies’. One of these is the so-called Third energy package, which is supposed to encourage Europe's gas importers, producers, pipeline transporters, distributors and users, because gas is cleaner-burning, lower emission and therefore preferable to coal for power generation. Gas-fired power is also the fastest-response, best backup power choice to run with renewable power.
Wednesday, May 15, 2013
The Coming Natural Gas Boom - These Will Soon be the World's Most Profitable Corporations / Commodities / Natural Gas
Porter Stansberry writes: I'm extremely bullish on natural gas.
That might sound strange to you. If you've been reading our work for any amount of time, you've heard about new drilling techniques that have produced a tremendous glut of natural gas in the U.S.
Saturday, May 11, 2013
EYES SET WEST
European policymakers at Commission level, in European Council of ministers meetings, and in national governments now curtly say that the shale gas issue is "very political", because the subject will not go away. Allowing shale gas extraction by hydraulic fracturing to move ahead is already politically correct - in some countries such as Poland - and may soon also become correct in the UK, France, Germany, Spain and Italy. The logjam is breaking.