During the late innings of the Internal Combustion Engine age it has become clear that feeding gasoline and diesel to the next billion new cars is not going to be easy, or cheap.
Why Buffett Bet A Billion On Solar Read More »
Oil production in North Dakota has exploded over the last five years, from negligible levels before 2010 to well over a million barrels per day, making North Dakota the second largest oil producing state in the country. But the bust is leaving towns like Williston, North Dakota stretched extremely thin as it tries to deal with the aftermath.
The Dark Side Of The Shale Bust Read More »
In today’s article Jared Dillian compares the 2/10 yield curve to a “Double Black Diamond” ski slope. In other words, it’s wickedly steep! The yield curve he is talking about here is the 10 year treasury yield minus the 2 year treasury yield. This spread measures the steepness of the yield curve. When it is high there is a big difference between the 10 year treasury yield and the 2 year. When it is small investors are not receiving much benefit for taking on longer term risk. Normally the yield curve is positive and longer-term rates are significantly higher than shorter-term rates. In abnormal cases the yield curve becomes “inverted” and short-term rates are actually higher than long-term rates. As Jared tells us, if even a small amount of inflation returns it will create havoc in the long term bond market.
Just When You Thought Bonds Were Safe Read More »
Tesla’s announcement last week about creating a new line of batteries for use by businesses, consumers, and the electrical grid at large is a game-changer for the industry. Currently, when individuals or companies need back-up power, they usually rely on generators. Effective battery storage for large amounts of energy would be a game changer in that it would enable a separation of generation and use of energy produced through clean fuels like solar and wind power.
Is Tesla Changing The Dynamics Of Global Energy? Read More »
The upstream oil and gas industry is not a black hole. There’s no mystery wrapped in an enigma here.
There are a lot of meetings with engineers, chemists and geologists. There’s a constantly evolving learning curve. And then there’s all the regulations and compliance. But all-in-all it’s pretty straight forward, that is, until the media gets a hold of it. That’s when it becomes complicated. It’s as though we are getting reports from the mysteries of the deep ocean or life in the great galaxies beyond. There is so much hyperbole and unsupported guesswork that investors don’t have a chance. So, in a small effort to set the record straight, let’s see if we can’t dispel some of the misinformation.
Top 12 Media Myths On Oil Prices Read More »
Argentina, once a regional energy leader, is now better known for financial busts and bombastic politicians than hydrocarbons prospects. Still, with a resource potential both vast and untapped, the nation has never been far from energy investors’ minds. The question today is just how much Argentina is willing to change and how this plays into a low oil price environment that is already negatively impacting investment elsewhere.
Can Argentina Capitalize On Its Vast Shale Reserves? Read More »
Is there an equilibrium price of oil where consumers still aren’t afraid to buy and drive their F-150s, while oil and gas companies aren’t having to lay down rigs and lay off good employees? These are uncharted waters, we’ve never seen a crude revival so prolific that it re-positioned America as a dominant force on the world’s oil stage.
Consumers Winning With Low Oil Prices, For Now Read More »
If you are looking to expand your investment portfolios and invest in some commodities, silver can be an excellent option. This metal offers considerable promise for both the most experienced investor looking to increase their assets and the curious newbie just beginning to develop an investment strategy. Many investors appreciate the security that precious metals, such as gold and silver, can offer, making them popular options. Silver in particular, however, has shown considerable promise, making it worthwhile for investors to take a careful look at this metal.
3 Reasons Silver Might Be a Good Bet Now Read More »
Ukraine is still living the legacy of its Soviet past with its State owned energy industry, corruption, oligarchs, etc. And in typical bureaucratic fashion Ukraine continues to treat its energy industry as a cash cow to be milked or perhaps worse a pig to be slaughtered.
Lies And Deception In Ukraine’s Energy Sector Read More »
The collapse of the oil price has created losers and winners, and like every major movement in a commodity sector, the trick for investors is figuring out which side of the trade to be on. The most obvious victim of the slide in Brent and WTI prices over the last 6 months has been the
5 Ways To Play The Oil Price Plunge Read More »
