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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.

We are a team of seasoned professionals with extensive knowledge in energy project development, investment valuation, and trading strategies in the energy industry. 

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.  

We create value by

1. Exploiting our Edge: specialized knowledge and unique insight in the energy industry through careful research and interpretation of trends and data,

2. Sound Risk Management principles: balancing long/short exposure on commodities futures/equities to implement our relative value arbitrage strategy and generate superior return,

3. Discipline: execution of strategies backed by solid analysis and entry/exit planning.


 


Today in Energy

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Short, timely articles with graphics on energy facts, issues, and trends.

1 - Electricity distribution investments rose over the past two decades
2 - Lower electricity-related CO2 emissions reflect lower carbon intensity and electricity use
3 - Weather-driven energy intensity increase led to higher energy-related emissions in 2013
4 - Consumer energy expenditures are roughly 5% of disposable income, below long-term average
5 - North Dakota aims to reduce natural gas flaring
1 - Electricity distribution investments rose over the past two decades

Investment by U.S. investor-owned utilities in the electricity distribution system has increased over the past two decades. While down from a peak of $20 billion in 2012, 2013 levels remain higher than spending in the 1990s and early 2000s. Increased investment in the electricity distribution system has occurred even as U.S. electricity sales have decreased.

10/24/2014 9:00:00 AM

2 - Lower electricity-related CO2 emissions reflect lower carbon intensity and electricity use

U.S. energy-related carbon dioxide emissions (CO2) have declined in five of the past eight years. This trend has been led by emissions reductions in the electric power sector. Electricity demand growth has been lower than in the past and at the same time the power sector has become less carbon intensive (measured as CO2 emitted per kilowatthour of generation). Total emissions from the electric power sector in 2013 totaled 2,053 million metric tons (MMmt), about 15% below their 2005 level.

10/23/2014 9:00:00 AM

3 - Weather-driven energy intensity increase led to higher energy-related emissions in 2013

U.S. energy-related carbon dioxide emissions increased in 2013 by 129 million metric tons (2.5%), the largest increase since 2010 and the fourth-largest increase since 1990. Emissions trends reflect a combination of economic factors (population multiplied by per capita output [GDP/population]), energy intensity (energy use per dollar of GDP), and carbon intensity (carbon emissions per unit of energy consumed).

10/22/2014 9:00:00 AM

4 - Consumer energy expenditures are roughly 5% of disposable income, below long-term average

Total U.S. household energy consumption expenditures have generally declined relative to disposable income since 1960, although during periods of high energy prices, consumers devote increasing shares of their income to energy. Energy expenditures ranged from 4% to 8% of disposable income since 1960. Consumer energy expenditures today are a lower percentage of disposable income than the average from 1960 to present.

10/21/2014 9:00:00 AM

5 - North Dakota aims to reduce natural gas flaring

About one-third of the natural gas North Dakota has produced in recent years has been flared rather than sold to customers or consumed on-site. In an effort to reduce the amount of natural gas flared, North Dakota's Industrial Commission (NDIC) established targets that decrease flared gas to 10% by 2020.

10/20/2014 9:00:00 AM


 

Oil and Gas

Latest news on oil prices, fracking, drilling, refining, and processing for gas.

7/7/2014 12:49:00 PM

1 - Who's buying the oil that makes ISIS millions?
2 - Occidental Q3 earnings below Street expecations
3 - Total names Pouyanne and Desmarest at top positions
4 - What falling gas prices mean for consumer spending
5 - Halliburton profit beats as drilling stays strong
6 - Is the oil price fall more than just a coincidence?
7 - Kudlow: Oil's decline is a bad thing? Nonsense!
8 - We may give Ukraine gas this winter: Russia
9 - Gloves off over oil: Saudi Arabia versus shale
10 - Everything's falling: But it's not all bad
11 - Oil stocks slip, but do better than wider markets
12 - Cramer: Oil hit by 'perfect storm'
13 - Why the stock market sell-off may be nearing an end
14 - Why the stock market selloff may be nearing an end
15 - As oil tumbles, pros expect further declines
16 - Why drop in oil prices could squeeze US economy
17 - Creating inflation is easy. Just look at Venezuela
18 - The 10 biggest energy company bankruptcies
19 - Saudis tell oil market: Get used to lower prices
20 - Below $3 a gallon? Gas prices continue to plunge
21 - Why utilities don't like 'net metering'
22 - Oil price drop may hurt shale drilling profits
23 - Don't panic over oil: T. Boone Pickens
24 - Winter is coming—and so is $100 oil
25 - Why oil prices will be 'robust' long-term: Shell CEO
26 - Cheap gas?! $3 (and under) a gallon in some areas
27 - Chevron CEO's vision for US energy plan
28 - If Brent falls under $90, OPEC cuts coming: Pro
29 - US gas prices hit 4-year low on drop in oil futures
30 - BP asks judge to reconsider gross negligence ruling
1 - Who's buying the oil that makes ISIS millions?

ISIS makes its fortune by selling oil from seized territory to its enemies, NBC News reports.

10/23/2014 1:42:00 PM

2 - Occidental Q3 earnings below Street expecations

Occidental Petroleum earnings of $6 billion below expectations.

10/23/2014 11:52:00 AM

3 - Total names Pouyanne and Desmarest at top positions

Total has confirmed that Patrick Pouyanne, head of refining up until now, will take over as chief executive, and Thierry Desmarest as chairman.

10/22/2014 7:15:00 AM

4 - What falling gas prices mean for consumer spending

Gas prices are falling but GasBuddy.com's Tom Kloza said he doesn't think that will mean a huge boost in consumer spending.

10/20/2014 3:35:00 PM

5 - Halliburton profit beats as drilling stays strong

Halliburton reported a better-than-expected profit, helped by buoyant shale drilling activity in North America.

10/20/2014 10:27:00 AM

6 - Is the oil price fall more than just a coincidence?

The recent drop in oil prices could be due to more than just lower demand, according to some analysts, who suggest the U.S. could be deliberately manipulating the market.

10/20/2014 5:35:00 AM

7 - Kudlow: Oil's decline is a bad thing? Nonsense!

One of the absolutely stupidest things I have heard in recent weeks is that the recent drop in oil prices is bad, says Larry Kudlow.

10/17/2014 9:41:00 PM

8 - We may give Ukraine gas this winter: Russia

Russia and Ukraine agreed to a deal for gas supplies for the winter period.

10/17/2014 1:02:00 PM

9 - Gloves off over oil: Saudi Arabia versus shale

The dog fight between major oil producers over reducing output could lead to lower prices yet.

10/17/2014 4:41:00 AM

10 - Everything's falling: But it's not all bad

Falling oil prices are stoking worries about economic growth, but some say lower energy costs could boost consumers.

10/15/2014 3:37:00 PM

11 - Oil stocks slip, but do better than wider markets

The S&P 500 Energy Sector was down a little less than the broader S&P 500 Index on Wednesday.

10/15/2014 10:20:00 AM

12 - Cramer: Oil hit by 'perfect storm'

As oil continues its spiral downward, how much further can it go?

10/15/2014 9:40:00 AM

13 - Why the stock market sell-off may be nearing an end

Earnings season could break the stock market's bear run, despite the oil slick that continues to trip up stocks.

10/15/2014 6:36:00 AM

14 - Why the stock market selloff may be nearing an end

Earnings season could break the stock market's bear run, despite the oil slick that continues to trip up stocks.

10/14/2014 8:13:00 PM

15 - As oil tumbles, pros expect further declines

“I’m expecting oil prices will dip below $80 and in very short order,” said a top energy consultant on CNBC’s “Street Signs.”

10/14/2014 5:57:00 PM

16 - Why drop in oil prices could squeeze US economy

Although some industries such as airlines and shippers are enjoying the drop in oil prices, the U.S. economy overall may take a hit.

10/13/2014 6:47:00 PM

17 - Creating inflation is easy. Just look at Venezuela

Prices are falling everywhere, but one South American economy still has inflation that runs at 65 percent.

10/13/2014 1:16:00 PM

18 - The 10 biggest energy company bankruptcies

The energy industry has seen several bankruptcies that ran into the billions of dollars, according to Oilprice.com.

10/13/2014 10:49:00 AM

19 - Saudis tell oil market: Get used to lower prices

Saudi Arabia says it's fine with lower oil prices for an extended period.

10/13/2014 10:49:00 AM

20 - Below $3 a gallon? Gas prices continue to plunge

The average price of a gallon of gasoline in the United States dropped 12 cents in the past three weeks to its lowest point in nearly a year.

10/13/2014 6:41:00 AM

21 - Why utilities don't like 'net metering'

Solar power is expanding its reach in U.S. homes, but utilities are pushing back against what they consider a free-rider problem.

10/12/2014 11:09:00 AM

22 - Oil price drop may hurt shale drilling profits

The continual drop in oil prices could hurt shale drilling's profitability, finds a report from Goldman Sachs.

10/10/2014 11:39:00 AM

23 - Don't panic over oil: T. Boone Pickens

With oil plunging to multiyear lows, oil and gas entrepreneur T. Boone Pickens said now is not the time to panic.

10/9/2014 3:48:00 PM

24 - Winter is coming—and so is $100 oil

A harsh northern hemisphere winter, OPEC supply cut and volatile geopolitics may send oil prices back towards $100 a barrel.

10/9/2014 7:34:00 AM

25 - Why oil prices will be 'robust' long-term: Shell CEO

Ben van Beurden, chief executive of Shell, is confident that oil will return to “very robust” pricing in the long-term.

10/9/2014 3:07:00 AM

26 - Cheap gas?! $3 (and under) a gallon in some areas

According to GasBuddy, 10 percent of the nation's gas stations are now selling gasoline at less than $ a gallon.

10/6/2014 3:23:00 PM

27 - Chevron CEO's vision for US energy plan

The US energy revolution is in danger. Here are three things US energy policy must focus on, says the CEO of Chevron.

10/6/2014 11:03:00 AM

28 - If Brent falls under $90, OPEC cuts coming: Pro

Brent falling through $90 would put Saudi Arabia and other producers in a "real fiscal bind," RBC's Helima Croft told CNBC.

10/3/2014 3:48:00 PM

29 - US gas prices hit 4-year low on drop in oil futures

U.S. gasoline prices are the lowest in four years following a drop in crude oil futures, the nation's largest motorists group said.

10/3/2014 6:19:00 AM

30 - BP asks judge to reconsider gross negligence ruling

BP on Thursday asked a U.S. court to reconsider a September ruling that found the company "grossly negligent" for the 2010 oil spill in the Gulf of Mexico.

10/3/2014 1:59:00 AM