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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 - Oil prices drive projected enhanced oil recovery using carbon dioxide
2 - As cash flow flattens, major energy companies increase debt, sell assets
3 - Natural gas injection season continues on pace for record refill
4 - Biofuels are included in latest U.S. Navy fuel procurement
5 - U.S. petroleum refineries running at record levels
1 - Oil prices drive projected enhanced oil recovery using carbon dioxide

In the 2014 Annual Energy Outlook (AEO2014), EIA projects that the price of oil will largely determine whether to use carbon dioxide (CO2) enhanced oil recovery (EOR) technologies to extract additional crude oil from existing producing fields.

7/30/2014 9:00:00 AM

2 - As cash flow flattens, major energy companies increase debt, sell assets

Cash from operations for major energy companies has flattened in line with flat crude oil prices, which have had the lowest price volatility in years. Based on data compiled from quarterly reports, for the year ending March 31, 2014, cash from operations for 127 major oil and gas companies totaled $568 billion and major uses of cash totaled $677 billion, a difference of almost $110 billion.

7/29/2014 9:00:00 AM

3 - Natural gas injection season continues on pace for record refill

Nearly midway through the summer storage injection season, working gas in storage is on pace to meet EIA's expectations for a record overall build. The current Short-Term Energy Outlook projects a record build of close to 2,600 billion cubic feet (Bcf) from the beginning of April through the end of October, which would put inventories at 3,431 Bcf at the end of October.

7/28/2014 9:20:00 AM

4 - Biofuels are included in latest U.S. Navy fuel procurement

Recently the Department of Defense (DoD) released its annual procurement for bulk fuels to be delivered to its facilities in the eastern and inland United States and Gulf Coast. For the first time, this procurement requests military-specification diesel fuel and jet fuel that are blended with biofuels. The biofuels components, however, are optional and will only be accepted if certain cost and performance requirements are met. A similar procurement for the Rocky Mountain and West Coast regions is expected to be released later this year.

7/25/2014 9:00:00 AM

5 - U.S. petroleum refineries running at record levels

U.S. refineries have been processing record volumes of oil recently. Refinery inputs hit a record-high 16.8 million barrels per day in each of the past two weeks. Refineries in the Midwest and Gulf Coast in particular pushed the total U.S. input volume upward, as these refiners' access to lower-cost crude oil, expansions of refining capacity, and increases in both domestic demand and exports contributed to higher refinery runs.

7/24/2014 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 - Total curbs Russia investment after MH17 downing
2 - US puts hold on some oil exports for now: Sources
3 - US gas prices tumble on back of refinery cuts
4 - Fire burns at huge Libyan oil depot amid clashes
5 - Russia ordered to pay $50B to Yukos shareholders
6 - US oil's new 'Big Three' form million barrel club
7 - This surprising asset may become a new safe haven
8 - Shale upstarts merge in long shadow of Big Oil
9 - Morgan CFO: Rosneft deal unmoved by US sanctions
10 - Nat gas is cheap, and you can thank the weather
11 - China studies floating gas plants for South China Sea
12 - Texas judge upholds $3 million fracking verdict
13 - Oil losing geopolitical premium, speculative money flees
14 - US oil cracks $100; oversupply fears mount
15 - KKR buys into money-minting energy hedge fund
16 - Why you're paying less at the pump these days
17 - Whiting, Kodiak create Bakken shale powerhouse
18 - US oil output booms—now refiners have to catch up
19 - Buy this oil stock on a pullback, says Cramer
20 - Gasoline reserve to be ready for hurricane season
21 - Nat gas projects reveal big bets on stable prices
22 - Saudi America? Close...but no cigar: Analysts
23 - Workers at large firms can expect 3% raises
24 - After Borat: Kazakhstan sets its sights on America
25 - Will higher oil prices be a risk for China?
26 - US oil ends over $103; Libya ramps up exports
27 - Iraq is aflame, oil prices aren't—not yet anyway
28 - Gas shortage ‘key risk’ for eastern Europe
29 - Study links quakes to water dumping—not fracking
30 - Fuel fight: Where Americans fill their gas tanks
1 - Total curbs Russia investment after MH17 downing

Total stopped buying shares in Russia's Novatek the day of the downing of a Malaysia Airlines flight over Ukraine.

7/30/2014 2:14:00 AM

2 - US puts hold on some oil exports for now: Sources

The Commerce Department has put on hold several requests to sell crude abroad, sources said.

7/29/2014 12:04:00 PM

3 - US gas prices tumble on back of refinery cuts

The average U.S. price for gasoline is now about 10 cents lower than a year ago. The drop came despite a rise in crude prices.

7/28/2014 9:08:00 AM

4 - Fire burns at huge Libyan oil depot amid clashes

Libya appeals for help after a huge oil depot caught fire amid clashes over the country's international airport in Tripoli.

7/28/2014 7:13:00 AM

5 - Russia ordered to pay $50B to Yukos shareholders

A Hague court ruled that Russia must pay a group of shareholders in defunct oil giant Yukos around $50 billion for expropriating its assets.

7/28/2014 7:10:00 AM

6 - US oil's new 'Big Three' form million barrel club

Move over ExxonMobil, Chevron and ConocoPhillips – there's a new "Big Three" in the U.S. energy sector.

7/27/2014 9:00:00 AM

7 - This surprising asset may become a new safe haven

The U.S.—and by extension the global economy—might have a new safe haven asset.

7/25/2014 12:34:00 PM

8 - Shale upstarts merge in long shadow of Big Oil

U.S. shale players are pursuing big deals. Will they wind up the same as Big Oil's disappointing mergers?

7/21/2014 12:58:00 PM

9 - Morgan CFO: Rosneft deal unmoved by US sanctions

Morgan Stanley CFO does not believe new sanctions on Rosneft will affect a pending deal between the two companies.

7/17/2014 5:09:00 PM

10 - Nat gas is cheap, and you can thank the weather

What does cooler-than-expected weather mean for the futures market? Cheaper natural gas, for one thing.

7/17/2014 11:57:00 AM

11 - China studies floating gas plants for South China Sea

CNOOC is looking at building a multi-billion-dollar floating liquefied natural gas vessel to produce gas from the South China Sea.

7/16/2014 7:22:00 PM

12 - Texas judge upholds $3 million fracking verdict

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.

7/15/2014 7:24:00 PM

13 - Oil losing geopolitical premium, speculative money flees

Global oil prices fell on reports of improving Libyan oil output and are now about 10 percent off the highs reached last month.

7/15/2014 2:45:00 PM

14 - US oil cracks $100; oversupply fears mount

Brent crude slipped towards $106 a barrel on Tuesday, as worries over Middle East and North Africa tensions eased.

7/15/2014 2:40:00 PM

15 - KKR buys into money-minting energy hedge fund

Private equity firm KKR continues to expand its offerings, this time buying a stake in hedge fund firm BlackGold.

7/14/2014 11:46:00 AM

16 - Why you're paying less at the pump these days

Average gas price prices fell over the past three weeks in reaction to declining costs of crude oil, according to the Lundberg survey released.

7/14/2014 8:43:00 AM

17 - Whiting, Kodiak create Bakken shale powerhouse

Whiting Petroleum will buy Kodiak Oil & Gas, creating a major player in North Dakota's shale country

7/14/2014 8:22:00 AM

18 - US oil output booms—now refiners have to catch up

The U.S. is swimming in oil and gas, but refiners are struggling to capitalize on it all.

7/13/2014 12:02:00 PM

19 - Buy this oil stock on a pullback, says Cramer

An enterprising CEO at this oil and gas company makes its stock very attractive if it falls from current levels, says Jim Cramer.

7/11/2014 12:19:00 PM

20 - Gasoline reserve to be ready for hurricane season

The government will have its planned gasoline stockpile in time to respond to possible supply disruptions at the height of the hurricane season.

7/11/2014 6:43:00 AM

21 - Nat gas projects reveal big bets on stable prices

Natural gas consumption could jump over the next five years—if prices remain steady, according to Oilprice.com.

7/10/2014 11:16:00 AM

22 - Saudi America? Close...but no cigar: Analysts

The U.S. is producing vast amounts of oil—but isn't quite in Saudi Arabia's league just yet, according to experts.

7/10/2014 10:53:00 AM

23 - Workers at large firms can expect 3% raises

US workers at large companies can expect median base salary increases of 3% next year, USA Today reports.

7/10/2014 10:31:00 AM

24 - After Borat: Kazakhstan sets its sights on America

For those interested in putting money into the oil-rich nation, a new directive has made it more appealing.

7/8/2014 1:00:00 PM

25 - Will higher oil prices be a risk for China?

As the world's second largest importer of oil, higher oil prices could threaten China's economic growth, analysts have said.

7/7/2014 6:35:00 PM

26 - US oil ends over $103; Libya ramps up exports

Brent crude prices hovered near a three-week low on Monday.

7/7/2014 2:33:00 PM

27 - Iraq is aflame, oil prices aren't—not yet anyway

Oil has been surprisingly calm in the face of Iraq's turmoil--at least thus far, USA Today reports.

7/7/2014 9:24:00 AM

28 - Gas shortage ‘key risk’ for eastern Europe

Overreliance on Russian gas leaves Europe vulnerable if the Ukraine conflict escalates, analysts warned.

7/7/2014 1:07:00 AM

29 - Study links quakes to water dumping—not fracking

Four small wells may be the cause of a big share of earthquakes that have cast a pall over the fracking industry.

7/3/2014 2:29:00 PM

30 - Fuel fight: Where Americans fill their gas tanks

More Americans are fueling up at supermarkets and warehouse clubs instead of traditional service stations.

7/1/2014 7:00:00 AM