---
title: "Cyber Energy"
url: https://independentstockanalysis.com/cyber-energy/
description: "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…"
published: 2012-11-26
updated: 2012-11-26
---

# Cyber Energy

Published 2012-11-26

Posted on

by

J.J. Butler

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](https://independentstockanalysis.com/bulls-bears/).

The Most Wonderful Time of the Year…for Stocks by [Frank Holmes](http://www.usfunds.com/investor-resources/frank-talk/the-most-wonderful-time-of-the-yearfor-stocks/).

From the front page of the mainstream cnn.com on Friday: [U.S. set for fracking bonanza, says historian Ferguson](http://www.cnn.com/2012/11/23/business/america-shale-gas-ferguson-stevens/index.html?hpt=hp_c1). The article really should have been written using the term ‘horizontal drilling’ instead of ‘fracking’. “Conceivably it does mean a new golden age.”

Be wary of the pessimistic charlatans Art Berman and Bill Powers: [The Big Deal About U.S. Energy Self-Sufficiency](http://petroleumtruthreport.blogspot.com/2012/11/the-big-deal-about-us-energy-self.html). Yet [Maugeri](http://www.ogj.com/articles/2012/11/maugeri-ieas-outlook-for-us-oil-output-late-maybe-low.html) is overly optimistic.

**Be sure to note Vehicle Miles Driven by [Doug Short](http://advisorperspectives.com/dshort/updates/DOT-Miles-Driven.php).** How about California at [Peak Fish](http://peakfish.com/2012/11/21/california-total-gasoline-retail-sales-by-refiners-million-gallons-per-day-2002-2012/)? Today’s oil price deck, against a decade ago, has changed behavior. If worldwide oil demand was marching ever higher *ISA*would be a raging oil bull. It’s not.

What we missed in the global energy report at the [Globe and Mail](http://www.theglobeandmail.com/report-on-business/economy/economy-lab/what-we-missed-in-the-global-energy-report/article5517963/).

U.S. Rig Count: +8 to 1,817 at [HP](http://www.haynesvilleplay.com/2012/11/us-rig-count-8-to-1817.html).

Year on Year Storage Withdrawal Still Bullish but Weather Forecast Moderating by [Kyle Cooper](http://www.rbnenergy.com/year-on-year-storage-withdrawal-still-bullish-but-weather-forecast-moderating).

“UNG (Nat Gas) is charging up to an interesting level and looking bullish.” [Chart](http://stocktwits.com/message/10681422)

Natural gas up nearly 100% from April lows at [Sober Look](http://soberlook.com/2012/11/natural-gas-nearly-100-above-april-lows.html).

*ISA* points out U.S. shale gas exports would crash the oil indexed LNG pricing regime if given a chance. Worldwide LNG imports could be set for shock contraction at [Interfax](http://interfaxenergy.com/natural-gas-news-analysis/asia-pacific/worldwide-lng-imports-could-be-set-for-shock-contraction/).

At some point, the numbers will actually become meaningful as Natural gas drillers target US truck, bus market at [Yahoo](http://news.yahoo.com/natural-gas-drillers-target-us-truck-bus-market-182633169--finance.html).

“From a technical perspective, gold bulls appear to be back in charge” at [Bespoke](http://www.bespokeinvest.com/thinkbig/2012/11/23/gold-back-above-its-50-day-moving-average.html). Where Is Gold Headed From Here? ([Invested Central](http://www.investedcentral.com/blogs/index.php/2012/11/21/where-is-gold-headed-from-here/?utm_source=rss&utm_medium=rss&utm_campaign=where-is-gold-headed-from-here)) Silver and Gold into Christmas ([Greg Harmon](http://dragonflycap.com/2012/11/23/silver-and-gold-into-christmas/)). Monthly Charts Clarify Prognosis for Gold & Silver at [Daily Gold](http://thedailygold.com/monthly-charts-clarify-prognosis-for-gold-silver/).

Nathan: [Buffett: Three Chapters Investors Should Read](http://theinvestmentsblog.blogspot.com/2012/03/buffett-three-chapters-investors-should.html). Consider chapter 8 (Mr. Market) and chapter 20 (Margin of Safety) of Graham’s *The Intelligent Investor.*The third is chapter 12 of Keynes’ *General Theory.*