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.
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2. Sound Risk Management principles: balancing long/short exposure on commodities futures/equities to implement our relative value arbitrage strategy and generate superior return,
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Today in Energy
1 - Shale gas provides largest share of U.S. natural gas production in 2013
Short, timely articles with graphics on energy facts, issues, and trends.
2 - Boston, New York City winter natural gas prices expected to remain high
3 - EIA releases new online tool to track crude oil imports
4 - Oil and currency markets reflect expectations for lower global economic growth
5 - Solar photovoltaic output depends on orientation, tilt, and tracking
Total U.S. natural gas gross withdrawals reached a new high at 82 billion cubic feet per day (Bcf/d) in 2013, with shale gas wells becoming the largest source of total natural gas production. According to the release of the Natural Gas Annual, gross withdrawals from shale gas wells increased from 5 Bcf/d in 2007 to 33 Bcf/d in 2013, representing 40% of total natural gas production, and surpassing production from nonshale natural gas wells.
Despite expectations of a milder winter for 2014, marketers anticipate high prices for natural gas in Boston and New York City. Natural gas prices are expected to be lower than last winter, but higher than the average of previous winters, particularly in Boston.
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.
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.
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.
Oil and Gas
1 - Russia revs up oil bears ahead of OPEC meeting
Latest news on oil prices, fracking, drilling, refining, and processing for gas.
2 - This is OPEC's last run at relevancy: Pro
3 - What restaurants and retailers may say about OPEC
4 - US energy is growing—and so is US 'power'
5 - No agreement on output cut at pre-OPEC meeting
6 - Saudis unlikely to cut oil production: Analyst
7 - US gas prices slide to 4-year low: Lundberg survey
8 - Why the Petrobras scandal is shaking Brazil
9 - Look out below! What happens if OPEC makes no cuts
10 - Iran lobbies Saudi Arabia for output cut: Report
11 - US delays decision on ethanol in gas
12 - Oil traders increase bets on OPEC action
13 - Russia mulls oil output cut: Energy minister
14 - Secret of the world's biggest listed hedge fund
15 - US Air Force cleared to purchase civilian jet fuel
16 - The big, immediate threat for a foreign oil giant
17 - ISIS in trouble: What could this mean for oil?
18 - Senate defeats Keystone XL pipeline
19 - Energy in 25 years: Who's producing, who's buying
20 - Supporters of oil pipeline scramble for last vote
21 - US shale and OPEC oil: Game of chicken?
22 - Private equity bets on 'revolution'—in oil and gas
23 - Finally, stimulus that works! Don't screw it up
24 - Petrobras vows to investigate graft allegations
25 - Cracks widen at OPEC as oil prices tumble
26 - The ayes have it! Keystone bill passes House
27 - Oil collapses as OPEC stands back and US booms
28 - One way to profit off the cold weather
29 - Saudis: 'Misunderstanding,' no 'price war' talk
30 - After-hours buzz: Fossil, Yahoo, YY & more
Russia revved up oil bears ahead could be a momentous OPEC meeting later this week.
All eyes are on OPEC this week to see if it will cut supply. However, one market pro thinks the organization is becoming irrelevant.
Consumer discretionary stocks and oil have been trading the way they normally do when OPEC is about to cut production.
Over the next 25 years, the U.S. will become a global energy powerhouse. That shift will reshape geopolitical power.
A meeting between Saudi Arabia, Venezuela, Russia and Mexico did not lead to any agreement to lower crude production, Venezuela said.
Analyst Stephen Schork also says oil prices are bottoming.
The price of a gallon of gasoline in the U.S. dropped 10 cents in the past two weeks, at a four-year low, according to the latest Lundberg survey.
The energy giant is engulfed in a corruption scandal that threatens the position of Brazil's most senior politicians.
Oil prices could plunge if OPEC does not agree on an output cut when it meets this week, market players say.
Iran will lobby Saudi Arabia to cut production to stem a swoon in oil prices, an Iranian news agency reported on Sunday.
The White House decided it will postpone a decision on how much ethanol should be allowed in fuel.
Traders increased bets that OPEC will cut production when it meets on Thanksgiving Day.
Russia may cut oil production to shore up flagging prices, but no decision has been made yet, its energy minister said.
Man Group took in $1.2 billion in new money in the past quarter in part because of this strategy.
The Air Force just completed an push to convert its bases from military-specific grade jet fuel to a civilian grade.
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?
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.
The Democrat-controlled Senate failed to gather the 60 votes it needed to approve the construction of the Keystone XL pipeline.
The world will see big shifts on both the usage and supply sides of the energy equation, according to a recent forecast.
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.
The rhetoric surrounding the recent drop in oil prices shows no signs of slowing, with Venezuela calling for a meeting of oil producing countries.
Private equity is betting that gas and oil—not renewables—will continue to dominate as energy sources in 25 years.
We've finally got stimulus that works, says Jake Novak. So why are Democrats trying to screw it up?
Brazil's oil company Petrobras vowed on Monday to fully investigate a money-laundering scandal that has rattled the company's shares.
Oil prices firmly below $80 a barrel are rattling nerves within the Organization of the Petroleum Exporting Countries.
The GOP-led House passed a bill to allow construction of the long-delayed Keystone XL pipeline.
Oil prices cratered as government data showed U.S. oil production hitting a new high-water mark.
Is there a way to make money off the cold weather by buying the ETF that tracks natural gas?
Saudi Arabia's oil minister publicly knocked talk of an OPEC "price war."
Take a look at some of Tuesday's after-hours buzz.