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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 - Crude exports and re-exports continue to rise; some volumes sent to Europe and Asia
2 - Colder weather drives forecast of 2014 energy-related CO2 emissions 1.1% above 2013 level
3 - Nuclear Regulatory Commission resumes license renewals for nuclear power plants
4 - Benchmarks play an important role in pricing crude oil
5 - Increasing ethanol use has reduced the average energy content of retail motor gasoline
1 - Crude exports and re-exports continue to rise; some volumes sent to Europe and Asia

The United States exported 401,000 barrels per day (bbl/d) of crude oil in July 2014, the highest level of exports in 57 years and the second highest monthly export volume since 1920, when EIA's published data starts. Recent crude oil exports are also noteworthy for both their origins and destinations. As a result of existing U.S. crude oil export restrictions, most U.S. crude exports are sourced domestically and are sent only to Canada. However, since April, crude exports have included modest amounts of Canadian-produced barrels that were moved through the United States and then re-exported to Switzerland, Spain, Italy, and Singapore.

10/31/2014 9:00:00 AM

2 - Colder weather drives forecast of 2014 energy-related CO2 emissions 1.1% above 2013 level

In the long term, energy-related carbon dioxide (CO2) emissions are driven by economic and efficiency trends and changes in the fuel mix. But weather fluctuations, which drive the level of energy use for both heating and cooling, are a very significant factor affecting year-to-year variation in fossil fuel consumption and their resulting emissions.

10/30/2014 9:00:00 AM

3 - Nuclear Regulatory Commission resumes license renewals for nuclear power plants

Following a two-year hiatus, the U.S. Nuclear Regulatory Commission (NRC) has resumed issuing license renewals for nuclear power plants. On October 20, the NRC renewed the operating licenses for Limerick Generating Station Units 1 and 2, located northwest of Philadelphia, extending their license expiration dates by 20 years, to 2044 and 2049, respectively. With this action, the NRC has granted license renewals providing a 20-year extension to a total of 74 of the 100 operating reactors in the United States.

10/29/2014 9:00:00 AM

4 - Benchmarks play an important role in pricing crude oil

When energy analysts and the media discuss the price of crude oil, they are typically referring to one of a small group of specific types of crude oil that are widely and actively bought and sold. The use of such benchmark crudes makes it easier for buyers and sellers to price the variety of crudes that are produced around the world.

10/28/2014 9:00:00 AM

5 - Increasing ethanol use has reduced the average energy content of retail motor gasoline

EIA has adjusted its estimates of the energy content of retail motor gasoline in the Monthly Energy Review (MER) to reflect its changing composition. Ethanol and other oxygenates, which have lower energy content than petroleum-based gasoline components, have seen their share of total gasoline volumes increase from 2% in 1993 to nearly 10% in 2013. As a result, EIA's estimate of motor gasoline's average energy content per gallon has declined by about 3% over this 20-year period.

10/27/2014 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 - $2.80 gas by Thanksgiving, pro predicts
2 - Chevron profit jumps 13 percent
3 - Gas almost under $3 nationwide: What to know
4 - Iran a 'time bomb' for oil prices
5 - Ukraine, Russia, EU agree to natural gas supply deal
6 - Don't panic, OPEC secretary general says
7 - Ukraine-Russia gas talks could leave EU in the cold
8 - Weak oil price hits Total results
9 - Crude has yet to bottom; WTI to $75, says pro
10 - Could shale help US beat Saudi as top oil producer?
11 - BP raises dividend despite oil price drop, Russia
12 - Why OPEC's losing its ability to set oil prices
13 - Oil could slide further, but where's the bottom?
14 - Who's buying the oil that makes ISIS millions?
15 - Occidental Q3 earnings below Street expecations
16 - Total names Pouyanne and Desmarest at top positions
17 - What falling gas prices mean for consumer spending
18 - Halliburton profit beats as drilling stays strong
19 - Is the oil price fall more than just a coincidence?
20 - Kudlow: Oil's decline is a bad thing? Nonsense!
21 - Gloves off over oil: Saudi Arabia versus shale
22 - Everything's falling: But it's not all bad
23 - Oil stocks slip, but do better than wider markets
24 - Cramer: Oil hit by 'perfect storm'
25 - Why the stock market sell-off may be nearing an end
26 - Why the stock market selloff may be nearing an end
27 - As oil tumbles, pros expect further declines
28 - Creating inflation is easy. Just look at Venezuela
29 - Saudis tell oil market: Get used to lower prices
30 - The 10 biggest energy company bankruptcies
1 - $2.80 gas by Thanksgiving, pro predicts

Andy Lipow got it right when he predicted $3 gas by Halloween. Here are his predictions for Thanksgiving and beyond.

10/31/2014 3:38:00 PM

2 - Chevron profit jumps 13 percent

Chevron reported its profit rose as lower oil prices boosted its refinery operations, helping to offset sagging results in its oil and gas production.

10/31/2014 12:36:00 PM

3 - Gas almost under $3 nationwide: What to know

The sight is so surprising that Americans are sharing photos of it: The gas station sign, with a price under $3 a gallon.

10/31/2014 6:55:00 AM

4 - Iran a 'time bomb' for oil prices

If nuclear arms talks between Iran and world powers fail there could be "a significant political risk premium on the price of Brent."

10/31/2014 5:08:00 AM

5 - Ukraine, Russia, EU agree to natural gas supply deal

Ukraine, Russia and the European Union signed a deal Thursday on the resumption of Russian natural gas supplies to Ukraine for winter.

10/30/2014 7:28:00 PM

6 - Don't panic, OPEC secretary general says

Low prices will help curb competing supplies and require OPEC to pump far more by the end of the decade, OPEC's secretary general said.

10/29/2014 11:16:00 AM

7 - Ukraine-Russia gas talks could leave EU in the cold

Europe could be plunged into an energy crisis this winter if last-ditch talks on Wednesday fail to see Russia resume gas flows to Ukraine.

10/29/2014 9:44:00 AM

8 - Weak oil price hits Total results

Total warned that sliding oil prices had hit its third-quarter results and could weigh for the rest of 2014.

10/29/2014 3:40:00 AM

9 - Crude has yet to bottom; WTI to $75, says pro

WTI crude oil prices could soon fall to $75 a barrel, says some market observers.

10/28/2014 1:10:00 PM

10 - Could shale help US beat Saudi as top oil producer?

Fracking could open the way for the U.S. to overtake Saudi Arabia as the world's top oil producer, Platts said in a report on Tuesday.

10/28/2014 9:05:00 AM

11 - BP raises dividend despite oil price drop, Russia

BP upped dividends as it saw a jump in operating cash flow, despite lower oil prices and a drop in contributions from Russia.

10/28/2014 3:50:00 AM

12 - Why OPEC's losing its ability to set oil prices

OPEC is losing its price-setting influence on global oil prices to U.S. shale production, according to Goldman Sachs analysts.

10/27/2014 5:22:00 PM

13 - Oil could slide further, but where's the bottom?

Crude oil continues to flirt with the key $80 per barrel level, signaling another possible sharp leg down in price in the coming weeks.

10/24/2014 1:35:00 PM

14 - 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

15 - Occidental Q3 earnings below Street expecations

Occidental Petroleum earnings of $6 billion below expectations.

10/23/2014 11:52:00 AM

16 - 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

17 - 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

18 - 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

19 - 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

20 - 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

21 - 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

22 - 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

23 - 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

24 - 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

25 - 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

26 - 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

27 - 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

28 - 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

29 - 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

30 - 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