---
title: "The Most Energy"
url: https://independentstockanalysis.com/the-most-energy/
description: "“…the energy industry is entering a transformation period that likely will reshape traditional oil and natural gas supply-demand scenarios worldwide.” Oil…"
published: 2013-03-08
updated: 2013-03-08
---

# The Most Energy

Published 2013-03-08

Posted on

by

J.J. Butler

“…the energy industry is entering a transformation period that likely will reshape traditional oil and natural gas supply-demand scenarios worldwide.” [Oil & Gas Journal](http://www.ogj.com/articles/2013/03/ihs-ceraweek--energy-industry-entering-transformation-period--sp.html)

Eagle Ford economics makes lots of sense at [San Antonio](http://www.mysanantonio.com/business/article/Eagle-Ford-economics-makes-lots-of-sense-4314324.php)

[Booming](http://peakfish.com/2013/02/25/annual-texas-crude-oil-production-in-mbpd-2006-2012/) Texas Oil Production May Hit Record by 2020, Regulator Says at [Bloomberg](http://www.bloomberg.com/news/2013-03-06/texas-oil-production-may-hit-record-by-2020-regulator-says.html?utm_source=feedburner&utm_medium=twitter&utm_campaign=Feed%3A+EagleFordShale-YahooNewsSearchResults+%28eagle+ford+shale+-+Yahoo%21+News+Search+Results%29).

Thus in December China became the world’s largest oil importer ([Financial Times](http://www.ft.com/intl/cms/s/0/d33b5104-84a1-11e2-aaf1-00144feabdc0.html#axzz2Ms8PfJAw)). Astounding…

The oil price measured in DJIA:

Canadian Natural Resources ([CNQ](http://finance.yahoo.com/news/canadian-natural-resources-limited-announces-100000086.html)): “For 2013, the Board has approved a 19% dividend increase to C$0.125 per quarter, C$0.50 per share annualized. This will be the thirteenth consecutive year that the Company has announced an increased annual dividend distribution representing a compound annual growth rate of 21% over the period.”

Higher natural gas prices ahead, but not by much says [Morgan Stanley](http://www.investorvillage.com/uploads/7638/files/MSNatty3-4-13.pdf).

Goodbye Winter Freeze Days – Natural Gas Demand Looking Ahead to Summer at [RBN Energy](http://www.rbnenergy.com/goodbye-winter-freeze-days-natural-gas-demand-looking-ahead-to-summer).

Copper Market Prepares for a Flood: “Price of the Industrial Metal Has Plunged Amid Forecasts of the Biggest Increase in Output in 13 Years” Google the title for the story at the [WSJ](http://online.wsj.com/article/SB10001424127887324539404578342473001796596.html).

All you need to know about copper is in these three charts by [BHP](http://www.mining.com/web/all-you-need-to-know-about-copper-is-in-these-three-charts/?utm_source=digest-en-cu-130305&utm_medium=email&utm_campaign=digest).

Updated Freeport Monthly Chart by [Chess](http://ibankcoin.com/chessnwine/2013/03/04/updated-freeport-monthly-chart/).

Coal Is History. Or Is It?  [Forbes](http://www.forbes.com/sites/christopherhelman/2013/03/01/coal-is-history-or-is-it/?utm_source=followingweekly&utm_medium=email&utm_campaign=20130304)

China Wants Nuclear Reactors, and Lots of Them at [Business Week](http://www.businessweek.com/articles/2013-02-21/china-wants-nuclear-reactors-and-lots-of-them).

Commodities ‘supercycle’ will last another 15 years: JP Morgan at [Mining](http://www.mining.com/commodities-supercycle-will-last-another-15-years-jp-morgan-85593/?utm_source=digest-en-mining-130307&utm_medium=email&utm_campaign=digest).

Looking at the gold miners with [Short Side of Long](http://theshortsideoflong.blogspot.com/2013/03/gold-miners-in-crash-mode.html). The valuations have moved to where NEM’s yield is twice the 10-year treasury. Goldbug vs non believers, somebody is really [wrong](http://www.marketanthropology.com/2013/03/all-that-glitters-is-not-gold.html).