Energy Security

July, 2015

  • 31 July

    Former Exxon President on Mission to Clean Up Oil Sands

    The 32 billion barrels buried in Utah's oil sands are suddenly attracting a lot more attention because of their vast potential. The much-maligned oil sands may have a viable future in a world increasingly concerned about the environment.

  • 28 July

    Saudis Expand Price War Downstream

    Saudi Arabia can wait out the competition. Just as they have kept their crude oil production levels intact, it is possible that the Saudis will maintain their current refining output in spite of falling refining margins and eventually end up winning the price war against Asian producers.

  • 22 July

    More Job Losses Coming to U.S. Shale

    With the recently concluded nuclear deal between Iran and the P5+1 countries, oil prices have already started heading downward on sentiments that Iran's crude oil supply would further contribute to the already rising global supply glut, forcing oil companies to reduce costs. Some of the major oilfield companies like Schlumberger, Halliburton and Weatherford have already announced close to 20,000 layoffs as of February 2015.

  • 15 July

    The Multi-Trillion Dollar Oil Market Swindle

    Putting numbers behind it, with worldwide production running some 95 million barrels per day, and assuming $55 per barrel for oil, the market for crude oil is about $5.2 billion per day. Each $10/Barrel change is worth nearly $1 billion/day or $365 Billion/year for the worldwide crude oil market. Add the worldwide equity market caps of oil and oil related equities and debt you have a scandal that is in the trillions.

  • 14 July

    OPEC, Get Ready for the Second U.S. Oil Boom

    A technological revolution spurred the U.S. oil boom that resulted in the greatest increase in domestic oil production in a century, and while that has stuttered in the face of a major oil price slump and an OPEC campaign to maintain a grip on market share, the American response could be another technological revolution that demonstrates that the first one was merely an impressive embryonic experiment.

  • 12 July

    Now is a Good Time to Pick Up Some Oil Stocks

    If demand in China continues to weaken or if the Greek tragedy drags Europe and the rest of the world into the mire, then energy stocks would be hard hit. That is why protecting positions with stop loss orders is essential if you buy into the sector here.

  • 8 July

    Don’t Panic, Nothing Has Really Changed in the Oil Markets

    Demand for oil is heading towards record levels both internationally and in the U.S. The Greek issue is not new and it has not changed. It is just popular now as deadlines are pushed. It will fade and its drag on oil prices will ease.

June, 2015

  • 29 June

    Consolidation in the Oil Industry Likely

    The revival of the US oil industry will occur after the upcoming consolidation and will reduce the number of cost inefficient players as well as the short selling in group while ultimately, self-healing the industry by improving cash flows, given the likelihood of oil remaining below $100.

  • 16 June

    The Dark Side of the Shale Bust

    The shale oil bust may not turn to boom again anytime soon, but with WTI crude oil now in the $60 territory, many are hoping the worst is over.

May, 2015

  • 24 May

    New Innovation Will Help US Companies Win the Oil Price War

    A new wave of innovation is hitting the oil patch, allowing for a significant reduction in drilling costs. If efficiency gains continue at this pace, the US may weather the onslaught of Saudi oil much better than many expected.