The energy industry is an exciting marketplace. It is currently experiencing a revolution, especially in the US. Decades-long trends of rising consumption, declining production, and increasing imports for oil and natural gas are being reversed. The heightened environmental concern about greenhouse gases created an urgency to develop alternative energy solutions. There are many market dynamics and investment opportunities within the energy sector that are unique and not well understood by the wider investment communities.
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We approach energy investing with a macro view. We research the underlying drivers for the energy industry and study the inter-relations of various markets and subsectors to seek the best returns.
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Today in Energy
1 - Fuel economy and average vehicle cost vary significantly across vehicle types
Short, timely articles with graphics on energy facts, issues, and trends.
2 - Recent improvements in petroleum trade balance mitigate U.S. trade deficit
3 - Light-duty vehicles' share of transportation energy use is projected to fall
4 - Oil and natural gas resource categories reflect varying degrees of certainty
5 - EIA projects modest needs for new electric generation capacity
Vehicle price and fueling costs are important factors consumers take into account when deciding to purchase a new light-duty vehicle. While vehicle purchase is influenced by cost and fuel economy, other important factors, such as environmental concerns, performance, and style also play a part. Comparison of the fuel savings and incremental vehicle cost among various vehicle fuel types sheds light on how at least some consumers may perceive the value of purchasing a given vehicle fuel type relative to another
Since the mid-1970s, the United States has run a deficit in merchandise trade, meaning that payments for imports exceeded receipts for exports.
Transportation energy consumption, including energy demand from light-duty vehicles, heavy-duty vehicles, aircraft, marine vessels, rail, and other sources, reached 13.8 million barrels per day oil equivalent (boe/d) in 2012. In EIA's AEO2014 Reference case, light-duty vehicle energy consumption made up 63% of all transportation consumption in 2012, but its share is projected to drop to 51% in 2040.
Crude oil and natural gas resources are the estimated oil and natural gas volumes that might be produced at some time in the future. The volumes of oil and natural gas that ultimately will be produced cannot be known ahead of time. Resource estimates change as extraction technologies improve, markets evolve, and as resources are produced. Consequently, the oil and gas industry, researchers, and government agencies spend considerable time and effort defining and quantifying oil and natural gas resources.
The Annual Energy Outlook 2014 Reference case projects 351 gigawatts (GW) of new electric generating additions between 2013 and 2040, in both the electric power sector and end-use sectors. Projected future capacity additions are well below the average annual levels observed in recent history, and natural gas is the primary fuel source of the projected added capacity.
Oil and Gas
1 - Shale upstarts merge in long shadow of Big Oil
Latest news on oil prices, fracking, drilling, refining, and processing for gas.
2 - Morgan CFO: Rosneft deal unmoved by US sanctions
3 - Nat gas is cheap, and you can thank the weather
4 - China studies floating gas plants for South China Sea
5 - Texas judge upholds $3 million fracking verdict
6 - Oil losing geopolitical premium, speculative money flees
7 - US oil cracks $100; oversupply fears mount
8 - KKR buys into money-minting energy hedge fund
9 - Why you're paying less at the pump these days
10 - Whiting, Kodiak create Bakken shale powerhouse
11 - US oil output booms—now refiners have to catch up
12 - Buy this oil stock on a pullback, says Cramer
13 - Gasoline reserve to be ready for hurricane season
14 - Nat gas projects reveal big bets on stable prices
15 - Saudi America? Close...but no cigar: Analysts
16 - Workers at large firms can expect 3% raises
17 - After Borat: Kazakhstan sets its sights on America
18 - Will higher oil prices be a risk for China?
19 - US oil ends over $103; Libya ramps up exports
20 - Iraq is aflame, oil prices aren't—not yet anyway
21 - Gas shortage ‘key risk’ for eastern Europe
22 - Study links quakes to water dumping—not fracking
23 - Fuel fight: Where Americans fill their gas tanks
24 - Energy sector faces attacks from hackers in Russia
25 - BNP Paribas pleads guilty, forfeits $8.9B
26 - How a shale byproduct could open up US oil exports
27 - Food prices + gas prices = Stressed consumers
28 - Oil is not Nigeria’s future: Finance Minister
29 - Ruling clears way for unrefined oil exports: Report
30 - New House leader pumps brakes on gas tax hike
U.S. shale players are pursuing big deals. Will they wind up the same as Big Oil's disappointing mergers?
Morgan Stanley CFO does not believe new sanctions on Rosneft will affect a pending deal between the two companies.
What does cooler-than-expected weather mean for the futures market? Cheaper natural gas, for one thing.
CNOOC is looking at building a multi-billion-dollar floating liquefied natural gas vessel to produce gas from the South China Sea.
A Texas judge upheld a $3 million verdict in favor of a family who claimed that oil and gas drilling near their land made them sick.
Global oil prices fell on reports of improving Libyan oil output and are now about 10 percent off the highs reached last month.
Brent crude slipped towards $106 a barrel on Tuesday, as worries over Middle East and North Africa tensions eased.
Private equity firm KKR continues to expand its offerings, this time buying a stake in hedge fund firm BlackGold.
Average gas price prices fell over the past three weeks in reaction to declining costs of crude oil, according to the Lundberg survey released.
Whiting Petroleum will buy Kodiak Oil & Gas, creating a major player in North Dakota's shale country
The U.S. is swimming in oil and gas, but refiners are struggling to capitalize on it all.
An enterprising CEO at this oil and gas company makes its stock very attractive if it falls from current levels, says Jim Cramer.
The government will have its planned gasoline stockpile in time to respond to possible supply disruptions at the height of the hurricane season.
Natural gas consumption could jump over the next five years—if prices remain steady, according to Oilprice.com.
The U.S. is producing vast amounts of oil—but isn't quite in Saudi Arabia's league just yet, according to experts.
US workers at large companies can expect median base salary increases of 3% next year, USA Today reports.
For those interested in putting money into the oil-rich nation, a new directive has made it more appealing.
As the world's second largest importer of oil, higher oil prices could threaten China's economic growth, analysts have said.
Brent crude prices hovered near a three-week low on Monday.
Oil has been surprisingly calm in the face of Iraq's turmoil--at least thus far, USA Today reports.
Overreliance on Russian gas leaves Europe vulnerable if the Ukraine conflict escalates, analysts warned.
Four small wells may be the cause of a big share of earthquakes that have cast a pall over the fracking industry.
More Americans are fueling up at supermarkets and warehouse clubs instead of traditional service stations.
Russian hackers have been systematically targeting hundreds of Western oil and gas companies, the NYT reports.
Prosecutors said the company agreed to forfeit $8.9 billion for engaging in a "conspiracy" to violate sanctions laws.
Condensates—a super-light oil that's a byproduct of the U.S shale boom—could open the door to eventual crude exports.
Both food and gas prices are on the rise, and the link between them could cause more consumer headaches this summer.
Nigeria’s future prosperity lies not in oil - but gas, the finance minister of the petroleum-rich country told CNBC.
The U.S. government has taken steps to let two companies sell unrefined American crude oil overseas, the Wall Street Journal reported Tuesday.
New House Majority Leader Kevin McCarthy dismissed the proposal to fund the U.S. highway system. The Fiscal Times reports.