Category: Energy Resources
The analysis published under this category are as follows.
Thursday, October 30, 2014
The Colder War: How the Global Energy Trade Slipped From America's Grasp / Commodities / Energy Resources
By: John_Mauldin
The story of energy is the story of human expansion. From the days when we roamed the African savanna, we tamed first fire and then other forms of energy, using them as tools to control our environment and improve our lives. The control of energy has always been at the heart of the human story.
This week our Outside the Box essay is from my friend Marin Katusa, who has written a fascinating book about a part of that story, a subplot of intrigue and conspiracy. Under Putin, Russia has aspired to dominate the energy markets. Called The Colder War, Marin’s book is a well-written tale of the rise of Putin and his desire to change the way the world’s energy markets are controlled.
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Friday, October 24, 2014
New Profit Points in the Shifting Balance of Power, Welcome to Saudi America / Commodities / Energy Resources
By: Money_Morning
Kent Moors writes: There’s a new wrinkle in the energy markets.
It revolves around what I call the “energy balance,” and its changing fast.
It’s not about new energy breakthroughs or big oil discoveries. And it’s certainly not about entirely new structures.
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Thursday, October 23, 2014
Where the Energy Sector Goes From Here / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: With the stock market now roaring back, investors are left to wonder whether the worst is behind us – or if there’s more pain yet to come.
Given the size of the sell-off, it’s clear a slew of folks expected a “correction,” and to that extent received a self-fulfilling prophecy.
However, at times the decline was more like a snowball cascading down a hill with no overall rhyme or reason.
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Thursday, October 02, 2014
The World's 10 Biggest Energy Gluttons / Commodities / Energy Resources
By: OilPrice_Com
Next time you get into your car and drive to the supermarket, think about how much energy you consume on an annual basis. It is widely assumed that Westerners are some of the world's worst energy pigs. While Americans make up just 5 percent of the global population, they use 20 percent of its energy, eat 15 percent of its meat, and produce 40 percent of the earth's garbage.
Europeans and people in the Middle East, it turns out, aren't winning any awards for energy conservation, either.
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Wednesday, September 17, 2014
The Energy Prices at Risk with Scottish Independence / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: This isn’t the first time the devolution movement has threatened to break up the United Kingdom.
Scotland and Wales were considering their independence when I was living in London and lecturing at the London School of Economics almost forty years ago.
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Thursday, September 11, 2014
Fire Ice Could be Energy's Magic Bullet or a Planet-killing Catastrophe / Commodities / Energy Resources
By: Money_Morning
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."
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Monday, September 08, 2014
No Power, No Peace - It’s the Lack of Energy That Shapes the World and Moves the Markets / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: As everyone remains focused on the price of crude, the wider energy market is headed for a serious shortfall.
In fact, in the course of my global work, it's impossible not to recognize that there is a new energy crisis quickly developing in other parts of the world.
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Friday, September 05, 2014
The Energy Crisis No One is Talking About / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: As everyone remains focused on the price of crude, the wider energy market is headed for a serious shortfall.
In fact, in the course of my global work, it’s impossible not to recognize there is a new energy crisis quickly developing in other parts of the world.
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Tuesday, September 02, 2014
Why The Debate Over Energy Storage Utterly Misses The Point / Commodities / Energy Resources
By: OilPrice_Com
The debate over which energy storage technology will prove to be the best in the long-term is woefully misguided.Many technologies have been tested in the field or been fully installed, but their real-world applications have created constant questions around a number of fixed themes: the three-points concern cost, technology, and potential environmental impact, as well as the need for specific regulation and end-of-life management.
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Thursday, August 28, 2014
EU Gas Supply Is In Real And Imminent Danger / Politics / Energy Resources
By: Raul_I_Meijer
More accusations fly across the media, like so many flocks of Canada geese, of direct Russian involvement in Ukraine. Much is made of an interview with Donetsk National Republic leader Alexander Zakharchenko, in which he “admits” there are Russian volunteers fighting on his side.
To the west, that’s all the proof they need. There are 1000 Russians in Ukraine, cries NATO. That doesn’t make them the Russian army though. If there are only 1000, that would be disappointing. These are people who are seeing their family just across the border shot to bits.
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Friday, August 15, 2014
America's First Oil Sands Producer and Other Natural Resources Surprises / Commodities / Energy Resources
By: The_Energy_Report
The natural resources space has been difficult in recent years. Potash prices collapsed, uranium spot prices hit a nine-year low, the gas market was in glut. Only oil has stayed strong. But Peter Epstein of MockingJay Inc. has found some gems in the resource rubble, and foresees better times ahead. In this interview, Epstein tells The Energy Report who stands to capture the graphite market, how to catch the next wave in potash, and offers his thoughts on when investors might catch a break in the uranium market.
The Energy Report: Why are you excited about the oil and gas space right now?
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Friday, July 25, 2014
The Big Energy = Power Battle Is Coming / Commodities / Energy Resources
By: Raul_I_Meijer
I don’t really want to keep talk about Ukraine, but it’s too hard to avoid. Besides, it’s not the same story anymore that it was when the week began, since the economic war vs Putin and Russia is now escalating. For reasons that have nothing to do with the plane crash, though they may seem to, a fact that completely seems to escape 999 out of 1000 people.
We still don’t know who shot that plane (we’re not even sure anyone did), and the longer is takes to get evidence for who did it, the more likely it is that such evidence will be tainted and/or fabricated.
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Tuesday, July 15, 2014
The Best Way to Play the Looming Propane Crunch / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: You may not realize this, but propane is about a lot more than just firing up the family grill.
In a very real sense, it’s the lifeblood of the entire rural lifestyle.
In the countryside, propane heats more than six million homes, fuels equipment and vehicle fleets, and is instrumental on farms for drying grain for storage and keeping livestock-filled barns warm in the winter.
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Friday, July 11, 2014
Fossils, Fuels and Zombies / Commodities / Energy Resources
By: Raul_I_Meijer
As fear begins to scare the vanguard of the herd into what may develop into a rampage, the eurocrisis is back with a vengeance. Portuguese bank Esperito Santo leads the way down through missed payments, bringing the Lisbon exchange to its knees with a -4.5% plunge as I write this, with northern EU exchanges showing -1.5% losses and southern ones -2.5%. Markets start to realize than all PIIGS now have much higher state debts than before the crisis started, and that they still are very much big risks, no matter what Draghi and his never fired bazooka say. The same Draghi who, by the way, reiterated once again that Brussels should be given more – and more centralized – power. As if the May election never happened. Of course EU finances were always a mess; it’s just that now we can see it.
Friday, July 04, 2014
Energy Independence: Financial Fact or Political Fiction? / Commodities / Energy Resources
By: The_Energy_Report
It has been more than a year since Citigroup Inc. published "Energy 2020: Independence Day," outlining the impacts of progress toward North American energy self-sufficiency. For this special 4th of July edition of The Energy Report, we reached out to experts in the energy investing space for an update on how recent political events and production trends in the field impact our ability to produce what we use. For Porter Stansberry, Marin Katusa, Chris Martenson, Bill Powers and Cactus Schroeder, the prospects for the future—and the associated investing opportunities—depend on the perspective.
Friday, July 04, 2014
Will the Energy Crisis Hit Home This Winter? / Commodities / Energy Resources
By: Money_Morning
Kent Moors writes: It’s hard to imagine as we swelter in the summer heat, but many countries are going to be in real trouble this winter. Wars, rebel activities, and geopolitical struggles will mean possible energy shortages throughout Europe and Asia.
In the Ukraine and other places in Eastern Europe and Asia, it could be a cold, dark winter. Gas and oil shortages and supply disruptions may mean that some folks literally freeze to death.
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Friday, June 13, 2014
How Much Energy Will the 2014 World Cup Consume? / Commodities / Energy Resources
By: OilPrice_Com
Along with 3 billion other viewers around the world, I plan to tune in for the month-long World Cup to see whether the 22-year old Neymar can withstand the colossal pressure that has been put upon his shoulders to deliver a win for team Brazil. Every time I turn on my television set, I'm using World Cup-related energy. And that's just the start. Flying in teams, trainers, equipment, World Cup personnel and the estimated 500,000-plus fans will use enormous volumes of jet fuel.
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Monday, May 26, 2014
Antinomic European Energy Security Strategy Tweets / Commodities / Energy Resources
By: Andrew_McKillop
Roll Out the Antinomics
Antimony the metal (Sb) has a history stretching back to at least 3000 BC, when in Predynastic Egypt it was used to make kohl or eyeliner – giving the metal the name “wide-eyed”. However, by the start of the European age, it was also called the “monk-killer”. Combining the two, we have a wide-eyed monk-killer, which is a useful extra definition of antinomic. This is usually defined as a total contradiction in and between a pair of statements, or a paradox operating either internally, within the statement or statements, or relative to their external semantic referent.
Monday, May 12, 2014
Disarming Putin's Energy Weapon / Politics / Energy Resources
By: Andrew_McKillop
Never Give Up
Writing in the UK 'Independent', 9 May, Oliver Wright said: “Britain is drawing up plans with the US and other European countries to disarm the threat of President Vladimir Putin using Russian gas and oil supplies as a weapon against Ukraine and its East European neighbours”.
Friday, May 02, 2014
The Ukrainian Shadow on the Energy Markets / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: I’ve spent the last two days in Baltimore, hammering out the details on my next big project. So stay tuned, there are some exciting new opportunities headed your way very shortly.
However, before heading out of town, I was scheduled to do an interview with CNBC Asia. Given the time difference, that meant I needed to be in a Baltimore studio at 1 o’clock in the morning. The show was live from Singapore.
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