---
title: "Energy Bonanza"
url: https://independentstockanalysis.com/energy-bonanza/
description: "Expect the Bakken boys to report stellar Q2 numbers: “April…was the largest year-over-year increase in the state’s history at 73.5%…) via Mark Perry…"
published: 2012-06-13
updated: 2012-06-13
---

# Energy Bonanza

Published 2012-06-13

Posted on

by

J.J. Butler

Expect the Bakken boys to report stellar Q2 numbers: “April…was the largest year-over-year increase in the state’s history at 73.5%…) via [Mark Perry](http://mjperry.blogspot.com/2012/06/n-dakota-oil-sets-another-record-in.html#links). Also, The Bakken Buck Starts Here – Bakken Crude Pricing – Part II at [RBN Energy](http://www.rbnenergy.com/the-bakken-buck-starts-here-crude-pricing-part-II).

Lower oil prices will crimp industry spending by Peter Tertzakian in the [Globe and Mail](http://www.theglobeandmail.com/report-on-business/industry-news/energy-and-resources/lower-oil-prices-will-crimp-industry-spending/article4250304/).

Notes from a Pickens interview on CNBC: [Million Dollar Way](http://milliondollarway.blogspot.com/2012/06/pickens-on-cnbc-today.html#links).

Sad news for peak oil disciples in the [Financial Post](http://business.financialpost.com/2012/06/12/sad-news-for-peak-oil-disciples/).

In Canada, Oil and gas juniors adjust, but still get no respect from [Financial Post](http://business.financialpost.com/2012/06/11/oil-and-gas-juniors-adjust-but-still-get-no-respect/?__lsa=93fbebdb).

Blackstone CEO: Now is the Time for Long-Term Energy Investments at [Oil Price](http://oilprice.com/Latest-Energy-News/World-News/Blackstone-CEO-Now-is-the-Time-for-Long-Term-Energy-Investments.html).

Oil Prices Could See a Major Shift in Direction in the Near Future from [Oil Price](http://oilprice.com/Energy/Oil-Prices/Oil-Prices-Could-See-a-Major-Shift-in-Direction-in-the-Near-Future.html).

Exxon Mobil’s Tillerson: “There is huge shale potential in shale rocks in West Siberia…The exploration work will take years to establish if the reserves are commercially viable…” [Fox Business](http://www.foxbusiness.com/news/2012/06/05/exxon-mobil-says-huge-oil-potential-in-western-siberia/)

This editorial alludes to higher US production and lower imports leading to a lower risk premium inherent in the price of oil. [Washington Examiner](http://washingtonexaminer.com/opinion/op-eds/2012/06/talladega-hedging-and-oil-production/686751)

The Coal Waterfall Still Searching for a Bottom by [ChessNwine](http://ibankcoin.com/chessnwine/2012/06/12/the-coal-waterfall-still-searching-for-a-bottom/). Taking a look at coal royalty name **Natural Resource Partners** might be worthwhile: [Seeking Alpha](http://seekingalpha.com/article/635221-natural-resource-partners-l-p-revisited-9-65-yield-hard-to-beat?source=yahoo).

This is as important for natural gas as it is for coal: “My analysis indicated approximately 41.1 GW of capacity, or about 17% of existing capacity, is vulnerable to retirement by 2020, 90% of this by 2015.” [Doyle Trading Consultants](http://www.doyletradingconsultants.com/blog/62-dtcs-new-report-coal-unit-retirement-analysis-from-mine-to-grid).

The World’s Biggest Natural Gas Powerhouses; cool stuff at [Business Insider](http://www.businessinsider.com/the-worlds-biggest-natural-gas-powerhouses-2012-6?op=1).

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