Energy

Another oil price downturn threatens to deepen the plunging levels of investment in upstream oil and gas production, which could create a more acute price spike in the years ahead. Oil and gas companies have gutted their capex budgets, necessary...

Today's 2.5% fall in the September light sweet crude oil futures contract extends the decline that began on June 9.  It is the third consecutive loss and the fifth loss in the past six sessions.  There are two important points...

  So far, lithium has been the hottest metal of 2016, beating out gold, with exponential demand expected over the coming years. Although the price trajectory of the metal has been subdued in recent months, the fundamentals behind the long-term...

The rig count has rebounded from the lows seen in late May; a small indication that oil companies in the U.S. could begin drilling anew. Shale drilling is a short-cycle prospect, requiring only a few weeks to drill and bring...

  In an industry where anything could happen, surprises—often unwelcomed—are hard to come by. Oil is exactly such an industry at the moment. No one is sure where oil is heading, near-term forecasts range from $20 to $80 per barrel by the end of...

Let us for a second imagine a world without nuclear energy. That is a tough one but let us try. No nuclear bombs, of course, no Chernobyl and Fukushima, no worries about Iran and North Korea. A wonderful world, maybe?...

The impact of rising oil prices on North American light tight oil (LTO) production is said to be a “Catch 22”, the title of Joseph Heller’s popular 1961 novel set in WWII. The premise was you could get out of...

With prices set to double by 2018, we've seen the bottom of the uranium market, and the negative sentiment that has followed this resource around despite strong fundamentals, is starting to change. Billionaire investors sense it, and they're always the...

Oil prices reached their highest level in eleven months in the middle of last week.  The front-month futures contract did not post a key reversal on June 9, but the continuation contract did.  Since reaching almost $51.70, prices have pushed...

With today's gains, the price of Brent has nearly doubled from its lows in January.  Of course, the price of oil is still less than half of levels that prevailed two years ago.  At the same time, many leveraged investors...

The global divestment movement is gaining steam. This involves investors like city councils, pension funds and universities publicly withdrawing their assets from coal, oil and gas companies – those that produce fossil fuels. The global divestment movement is gaining steam. This involves investors like city councils, pension funds and universities publicly withdrawing...

Just a couple months ago, some were declaring the old oil order dead after the Organization of the Petroleum Exporting Countries (OPEC) failed to agree on coordinated action at its April meeting in Doha. Just a couple months ago, some were declaring the...

OPEC ministers meet in Vienna tomorrow. Expectations could hardly be lower.  Attempts to agree on an output freeze were stymied by the Saudi's insistence that is rival Iran participates as well.  Iran cannot agree to limit its production yet, or...

Total global oil production could decline for the next several years in a row as scarce new sources of supply come online.  According to data from Rystad Energy, overall global oil output will fall this year as natural depletion overwhelms...

The energy sector was certainly a bargain in January, but no one really knows where oil will be around Christmas. While we may have already seen the bottom, stock prices are not the bargain they were.  There are other plays....