In the Patch
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Category Archives: Natural Gas
Friday’s Goods
Optimistic Gas
Golden Gas
Will the Cyprus surprise be akin the Bear Stearns collapse five years ago? Continue reading
Energy Toolbelt
Sea Oil
Oil, Change
October US natural gas production was an all-time high: EIA. Continue reading
Natural Resource
Futures are higher as China Exports Accelerate With Credit in Recovery Boost: Economy (Bloomberg). A re-acceleration of Chinese growth Continue reading
Oil Shadow
Understanding the Oil Cycle at Investing Daily. Continue reading
Fiscal Holiday Energy
Big Energy
The energy piece of the economic puzzle has morphed over the last several years. From a macro economic perspective, energy does not appear to be a headwind. Energy is providing a sustainable economic competitive advantage in the U.S.
Perhaps the energy secular bull market has past, and investors instead will have only cyclical conditions with which to contend going forward. Let 24 diverse links help tell the story:
Saudi oil Minister Al-Naimi: “everybody now is happy with where the prices are. Nobody is complaining about high prices or low prices.” (Arab News) Sounds like relatively stable oil prices near today’s price deck could be the norm…
E&P capex in 2013 is set to be flat in North America, but rise 7% globally in a sustained rise dependent upon today’s oil price. AOL Energy Continue reading
Energy Mismatch
Oil Market Going Through ‘Violent’ Structural Change: IEA at CNBC:
“…the shift of oil demand from the West to the East is now rapidly accelerating” and “refining margins have become more volatile.” Continue reading
Insourcing Oil & Gas
S&P 500 Energy & Materials relative Continue reading
Energy Extravaganza
“There is a danger if OPEC doesn’t do anything that prices may collapse” at the Financial Post.
“…the report predicts about a 1 mb/d drop in U.S. oil consumption by 2020 and a 5 mb/d drop by 2035 relative to current levels.” Econbrowser Continue reading
Energy Competition
Oil as an Exhaustible Resource by James Hamilton, which dovetails with the ISA idea worldwide oil production is on an undulating plateau, the shape of which will be determined by price. Continue reading
Crude Heavy
“The US is growing its oil output more than the entire increase in demand for the rest of the world,” said Continue reading
Natty & Coal
In NG Calls a reader asked some good questions. My cleaned up response: Continue reading
Cyber Energy
I trust members used the weekend to get caught up on the heavy reading presented at Independent Stock Analysis. In honor of cyber Monday, consider subscribing for $100 a year. Now we’re back at it as we continue to examine our thesis. Continue reading
Gas, Coal and Economy
Today the investor can waste time watching ‘business news’ being reported from the mall, or you can spend 15 minutes with Independent Stock Analysis: Continue reading