Insight: Future onshore global hotspots

Friday, May 24, 2013

We have several reasons for believing that onshore exploration will see a resurgence, globally, and we can identify specific plays, basins and countries which will prove attractive. It is fashionable to identify deepwater – especially in the South Atlantic, unconventionals – especially ...

Will the International Energy Agency's oil forecast be wrong again?

Wednesday, May 22, 2013

The famous Danish physicist Niels Bohr once humorously observed, "Predictions are very difficult, especially about the future." And so, as the world considers yet another rosy oil supply forecast, this time from the Paris-based International Energy Agency (IEA), it is worth reviewing the a...

Insight: Fragile AIM!

Tuesday, May 21, 2013

Are AIM oil & gas companies inherently fragile? In their review of the performance of small-mid cap oil & gas companies – which you can find here – Richmond Energy Partners have highlighted that the fact that for most investors in AIM oil & gas companies, their investments have been und...

Natural gas supplies are fueling the way for increased exports

Tuesday, May 21, 2013

The 1812 New Madrid earthquake caused the muddy waters of the Mississippi River to flow backwards. Today, an economic event of similarly epic seismic proportions is reversing the flow of liquid natural gas in the United States and Canada. What used to be an import is now becoming an export, via LNG...

Oil rides with the asset bubble - but not forever

Monday, May 20, 2013

BUBBLE TROUBLE Indicators as wide-ranging as real-versus-official inflation indexes, T-bond fundamentals against daytrade technicals and all major stock markets hitting the roof have a faithful tracker in the paper oil asset boom. For many, the orgy of central bank "easing" is a prime mov...

European gas industry's green rage

Friday, May 17, 2013

DYING IN GREEN TAPE BusinessEurope president Jürgen Thumann speaking to EurActiv at the European Business Summit which opened 15 May, squarely blamed the European Commission for "the negative effects of green tape', also saying EU regulations create 'unnecessary burdensome legisla...

Fracking boom is doom for overpriced oil

Thursday, May 16, 2013

DAWNING REALIZATION The perception of what the shale energy boom, starting in the US but rapidly going global, means for world energy - and especially for overpriced oil - has been slow but is now coming. This week's shale energy forecasts by the International Energy Agency, in its Medium-Term ...

Review: The Bight Basin: From regional context to licence block evaluation

Tuesday, May 14, 2013

Shared Earth Models provide the foundations for the continuous capture of data and knowledge within exploration and production workflows. The delivery of 3D plate-scale geological models developed as part of the Neftex Earth Model unlocks limitless potential for integrating proprietary industry dat...

Why the renewable energy industry ought to support U.S. natural gas exports

Monday, May 13, 2013

U.S.-based industries and utilities that consume a lot of natural gas have been trying to figure out just how to respond to proposals in Congress to allow expanded natural gas exports, a move that could significantly raise the price of one of their chief inputs. But, there is one segment of U.S. ...

The U.S. dollar's impact on the oil price

Thursday, May 09, 2013

Many investors study supply and demand statistics to figure out where they think the oil price is going. But by far, the biggest factor that determines the oil price is the US dollar, says Donald Dony, who pens The Technical Speculator investment newsletter. “The US dollar is absolutely p...

Patient contrarians: The natural gas market isn't what it seems

Wednesday, May 08, 2013

Maybe it's the gloomy Seattle weather that has made investment manager Jim Hansen and his son and partner, Kevin, at Ravenna Capital Management immune to oil and gas industry hype about the supposed U.S. shale gas "revolution." More likely it is thorough research focused on making the...