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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

EIA logo

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

1 - EIA releases new online tool to track crude oil imports
2 - Oil and currency markets reflect expectations for lower global economic growth
3 - Solar photovoltaic output depends on orientation, tilt, and tracking
4 - European residential electricity prices increasing faster than prices in United States
5 - Crude oil and lease condensate production at highest volume since 1986
1 - EIA releases new online tool to track crude oil imports

EIA's recently released U.S. Crude Oil Import Tracking Tool, designed to analyze crude oil imports in response to growing domestic production, allows users to sort and display imports by month or year, density, country of origin, port of entry, processing company, processing refinery, and more. The tool features graphing and mapping capabilities.

11/21/2014 8:00:00 AM

2 - Oil and currency markets reflect expectations for lower global economic growth

Since August, both crude oil and currency markets have been influenced by lower economic growth expectations in countries outside the United States. Prices in both markets recently broke out of established trading ranges, driven by concerns about weaker future global demand. The current situation, with the dollar index and oil prices moving in opposite directions, presents a sharp contrast to one in which crude oil supply disruptions or geopolitical risks would cause both the dollar index and crude prices to rise.

11/20/2014 8:00:00 AM

3 - Solar photovoltaic output depends on orientation, tilt, and tracking

Financial incentives, renewable portfolio standards, cost declines, and improvements in system performance have led to more customer-sited solar photovoltaic (PV) installations, especially in states like California. Because PV panels are able to capture more solar energy when they are pointed directly at the sun, installers may configure systems to optimize output by adjusting the orientation and tilt of a system, or using mechanisms that track the sun as it traverses the sky.

11/19/2014 8:00:00 AM

4 - European residential electricity prices increasing faster than prices in United States

European residential electricity prices have historically exceeded U.S. prices, and the gap has widened in recent years. In 2013, average residential electricity rates in European Union (EU) countries were more than double rates in the United States. Regulatory structures—including taxes and other user fees, investment in renewable energy technologies, and the mix and cost of fuels—all influence electricity prices.

11/18/2014 8:00:00 AM

5 - Crude oil and lease condensate production at highest volume since 1986

Crude oil and lease condensate production in the United States exceeded 8.6 million barrels per day (bbl/d) in August, a production volume not observed since September 1974, according to EIA's latest Petroleum Supply Monthly.

11/17/2014 8:00:00 AM


 

Oil and Gas

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

7/7/2014 12:49:00 PM

1 - Iran lobbies Saudi Arabia for output cut: Report
2 - US delays decision on ethanol in gas
3 - Oil traders increase bets on OPEC action
4 - Russia mulls oil output cut: Energy minister
5 - Energy groups face climate threat, says ex-BP chief
6 - Secret of the world's biggest listed hedge fund
7 - US Air Force cleared to purchase civilian jet fuel
8 - The big, immediate threat for a foreign oil giant
9 - ISIS in trouble: What could this mean for oil?
10 - Senate defeats Keystone XL pipeline
11 - Energy in 25 years: Who's producing, who's buying
12 - Supporters of oil pipeline scramble for last vote
13 - US shale and OPEC oil: Game of chicken?
14 - Private equity bets on 'revolution'—in oil and gas
15 - Finally, stimulus that works! Don't screw it up
16 - Petrobras vows to investigate graft allegations
17 - Cracks widen at OPEC as oil prices tumble
18 - The ayes have it! Keystone bill passes House
19 - Oil collapses as OPEC stands back and US booms
20 - One way to profit off the cold weather
21 - Saudis: 'Misunderstanding,' no 'price war' talk
22 - After-hours buzz: Fossil, Yahoo, YY & more
23 - OPEC feeling pain as oil slides to new 4-year low
24 - Lower oil like 'a big tax break': Pro
25 - Drill, baby—or don't. Future may bring fewer rigs
26 - McConnell vows counteroffensive in 'War on Coal'
27 - Wild ride for natural gas signals volatile winter ahead
28 - Energy is EU's ‘big disadvantage’: Deutsche co-CEO
29 - US opens investigation of Brazil's Petrobras
30 - We'll defend city's fracking ban: Texas mayor
1 - Iran lobbies Saudi Arabia for output cut: Report

Iran will lobby Saudi Arabia to cut production to stem a swoon in oil prices, an Iranian news agency reported on Sunday.

11/23/2014 10:27:00 AM

2 - US delays decision on ethanol in gas

The White House decided it will postpone a decision on how much ethanol should be allowed in fuel.

11/21/2014 12:09:00 PM

3 - Oil traders increase bets on OPEC action

Traders increased bets that OPEC will cut production when it meets on Thanksgiving Day.

11/21/2014 11:52:00 AM

4 - Russia mulls oil output cut: Energy minister

Russia may cut oil production to shore up flagging prices, but no decision has been made yet, its energy minister said.

11/21/2014 11:03:00 AM

5 - Energy groups face climate threat, says ex-BP chief

Energy and mining companies are ignoring the "existential threat" from climate change and must change the way they operate, the former head of BP warns, the FT reports.

11/20/2014 1:36:00 AM

6 - Secret of the world's biggest listed hedge fund

Man Group took in $1.2 billion in new money in the past quarter in part because of this strategy.

11/19/2014 3:42:00 PM

7 - US Air Force cleared to purchase civilian jet fuel

The Air Force just completed an push to convert its bases from military-specific grade jet fuel to a civilian grade.

11/19/2014 2:16:00 PM

8 - The big, immediate threat for a foreign oil giant

Brazilian Petrobras shares stabilized for the first time in months, after falling 45% since August. Is it time for investors to jump in or out?

11/19/2014 2:15:00 PM

9 - ISIS in trouble: What could this mean for oil?

One of the most important areas captured by Islamic State of Iraq and Syria (ISIS) looks as though it’s back in Western-backed hands.

11/19/2014 7:29:00 AM

10 - Senate defeats Keystone XL pipeline

The Democrat-controlled Senate failed to gather the 60 votes it needed to approve the construction of the Keystone XL pipeline.

11/19/2014 7:28:00 AM

11 - Energy in 25 years: Who's producing, who's buying

The world will see big shifts on both the usage and supply sides of the energy equation, according to a recent forecast.

11/18/2014 12:30:00 PM

12 - Supporters of oil pipeline scramble for last vote

Supporters of a Senate bill to approve the Keystone XL pipeline from Canada to the Texas Gulf Coast are still scrambling to find the last vote.

11/18/2014 8:16:00 AM

13 - US shale and OPEC oil: Game of chicken?

The rhetoric surrounding the recent drop in oil prices shows no signs of slowing, with Venezuela calling for a meeting of oil producing countries.

11/18/2014 6:18:00 AM

14 - Private equity bets on 'revolution'—in oil and gas

Private equity is betting that gas and oil—not renewables—will continue to dominate as energy sources in 25 years.

11/17/2014 2:23:00 PM

15 - Finally, stimulus that works! Don't screw it up

We've finally got stimulus that works, says Jake Novak. So why are Democrats trying to screw it up?

11/17/2014 12:26:00 PM

16 - Petrobras vows to investigate graft allegations

Brazil's oil company Petrobras vowed on Monday to fully investigate a money-laundering scandal that has rattled the company's shares.

11/17/2014 11:33:00 AM

17 - Cracks widen at OPEC as oil prices tumble

Oil prices firmly below $80 a barrel are rattling nerves within the Organization of the Petroleum Exporting Countries.

11/17/2014 5:22:00 AM

18 - The ayes have it! Keystone bill passes House

The GOP-led House passed a bill to allow construction of the long-delayed Keystone XL pipeline.

11/14/2014 12:50:00 PM

19 - Oil collapses as OPEC stands back and US booms

Oil prices cratered as government data showed U.S. oil production hitting a new high-water mark.

11/13/2014 4:43:00 PM

20 - One way to profit off the cold weather

Is there a way to make money off the cold weather by buying the ETF that tracks natural gas?

11/12/2014 6:24:00 PM

21 - Saudis: 'Misunderstanding,' no 'price war' talk

Saudi Arabia's oil minister publicly knocked talk of an OPEC "price war."

11/12/2014 3:36:00 PM

22 - After-hours buzz: Fossil, Yahoo, YY & more

Take a look at some of Tuesday's after-hours buzz.

11/11/2014 5:02:00 PM

23 - OPEC feeling pain as oil slides to new 4-year low

Expectations of growing U.S. crude supplies sent world oil prices sliding to a new multi-year low.

11/11/2014 2:47:00 PM

24 - Lower oil like 'a big tax break': Pro

Lower oil prices could be a holiday boost to the economy, Academy Securities President Phil McConkey says.

11/11/2014 1:19:00 PM

25 - Drill, baby—or don't. Future may bring fewer rigs

Some energy companies are showing signs of pulling back on capital expenditures, according to a report in Oilprice.com.

11/11/2014 11:45:00 AM

26 - McConnell vows counteroffensive in 'War on Coal'

The new Republican Congress will fight two key EPA regulations at the heart of Obama's climate agenda. The NYT reports.

11/11/2014 8:20:00 AM

27 - Wild ride for natural gas signals volatile winter ahead

Natural gas futures swung wildly before closing lower for the first time in 10 sessions.

11/10/2014 4:59:00 PM

28 - Energy is EU's ‘big disadvantage’: Deutsche co-CEO

High energy prices are a key reason why Europe’s economic recovery has lagged the U.S., the joint head of Germany’s largest bank told CNBC.

11/10/2014 12:04:00 PM

29 - US opens investigation of Brazil's Petrobras

Authorities are investigating whether Petrobras or its employees were paid bribes, people familiar with the matter say. The FT reports.

11/10/2014 12:02:00 AM

30 - We'll defend city's fracking ban: Texas mayor

The city of Denton, Texas is vowing to defend a controversial fracking ban.

11/7/2014 4:13:00 PM