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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 - Fuel economy and average vehicle cost vary significantly across vehicle types
2 - Recent improvements in petroleum trade balance mitigate U.S. trade deficit
3 - Light-duty vehicles' share of transportation energy use is projected to fall
4 - Oil and natural gas resource categories reflect varying degrees of certainty
5 - EIA projects modest needs for new electric generation capacity
1 - Fuel economy and average vehicle cost vary significantly across vehicle types

Vehicle price and fueling costs are important factors consumers take into account when deciding to purchase a new light-duty vehicle. While vehicle purchase is influenced by cost and fuel economy, other important factors, such as environmental concerns, performance, and style also play a part. Comparison of the fuel savings and incremental vehicle cost among various vehicle fuel types sheds light on how at least some consumers may perceive the value of purchasing a given vehicle fuel type relative to another

7/22/2014 9:00:00 AM

2 - Recent improvements in petroleum trade balance mitigate U.S. trade deficit

Since the mid-1970s, the United States has run a deficit in merchandise trade, meaning that payments for imports exceeded receipts for exports.

7/21/2014 9:00:00 AM

3 - Light-duty vehicles' share of transportation energy use is projected to fall

Transportation energy consumption, including energy demand from light-duty vehicles, heavy-duty vehicles, aircraft, marine vessels, rail, and other sources, reached 13.8 million barrels per day oil equivalent (boe/d) in 2012. In EIA's AEO2014 Reference case, light-duty vehicle energy consumption made up 63% of all transportation consumption in 2012, but its share is projected to drop to 51% in 2040.

7/18/2014 9:00:00 AM

4 - Oil and natural gas resource categories reflect varying degrees of certainty

Crude oil and natural gas resources are the estimated oil and natural gas volumes that might be produced at some time in the future. The volumes of oil and natural gas that ultimately will be produced cannot be known ahead of time. Resource estimates change as extraction technologies improve, markets evolve, and as resources are produced. Consequently, the oil and gas industry, researchers, and government agencies spend considerable time and effort defining and quantifying oil and natural gas resources.

7/17/2014 9:00:00 AM

5 - EIA projects modest needs for new electric generation capacity

The Annual Energy Outlook 2014 Reference case projects 351 gigawatts (GW) of new electric generating additions between 2013 and 2040, in both the electric power sector and end-use sectors. Projected future capacity additions are well below the average annual levels observed in recent history, and natural gas is the primary fuel source of the projected added capacity.

7/16/2014 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 - Shale upstarts merge in long shadow of Big Oil
2 - Morgan CFO: Rosneft deal unmoved by US sanctions
3 - Nat gas is cheap, and you can thank the weather
4 - China studies floating gas plants for South China Sea
5 - Texas judge upholds $3 million fracking verdict
6 - Oil losing geopolitical premium, speculative money flees
7 - US oil cracks $100; oversupply fears mount
8 - KKR buys into money-minting energy hedge fund
9 - Why you're paying less at the pump these days
10 - Whiting, Kodiak create Bakken shale powerhouse
11 - US oil output booms—now refiners have to catch up
12 - Buy this oil stock on a pullback, says Cramer
13 - Gasoline reserve to be ready for hurricane season
14 - Nat gas projects reveal big bets on stable prices
15 - Saudi America? Close...but no cigar: Analysts
16 - Workers at large firms can expect 3% raises
17 - After Borat: Kazakhstan sets its sights on America
18 - Will higher oil prices be a risk for China?
19 - US oil ends over $103; Libya ramps up exports
20 - Iraq is aflame, oil prices aren't—not yet anyway
21 - Gas shortage ‘key risk’ for eastern Europe
22 - Study links quakes to water dumping—not fracking
23 - Fuel fight: Where Americans fill their gas tanks
24 - Energy sector faces attacks from hackers in Russia
25 - BNP Paribas pleads guilty, forfeits $8.9B
26 - How a shale byproduct could open up US oil exports
27 - Food prices + gas prices = Stressed consumers
28 - Oil is not Nigeria’s future: Finance Minister
29 - Ruling clears way for unrefined oil exports: Report
30 - New House leader pumps brakes on gas tax hike
1 - 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

2 - 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

3 - 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

4 - 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

5 - 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

6 - 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

7 - 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

8 - 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

9 - 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

10 - 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

11 - 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

12 - 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

13 - 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

14 - 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

15 - 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

16 - 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

17 - 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

18 - 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

19 - 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

20 - 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

21 - 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

22 - 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

23 - 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

24 - Energy sector faces attacks from hackers in Russia

Russian hackers have been systematically targeting hundreds of Western oil and gas companies, the NYT reports.

7/1/2014 2:51:00 AM

25 - BNP Paribas pleads guilty, forfeits $8.9B

Prosecutors said the company agreed to forfeit $8.9 billion for engaging in a "conspiracy" to violate sanctions laws.

6/30/2014 5:28:00 PM

26 - How a shale byproduct could open up US oil exports

Condensates—a super-light oil that's a byproduct of the U.S shale boom—could open the door to eventual crude exports.

6/29/2014 9:59:00 AM

27 - Food prices + gas prices = Stressed consumers

Both food and gas prices are on the rise, and the link between them could cause more consumer headaches this summer.

6/27/2014 3:22:00 PM

28 - Oil is not Nigeria’s future: Finance Minister

Nigeria’s future prosperity lies not in oil - but gas, the finance minister of the petroleum-rich country told CNBC.

6/25/2014 1:35:00 AM

29 - Ruling clears way for unrefined oil exports: Report

The U.S. government has taken steps to let two companies sell unrefined American crude oil overseas, the Wall Street Journal reported Tuesday.

6/24/2014 5:29:00 PM

30 - New House leader pumps brakes on gas tax hike

New House Majority Leader Kevin McCarthy dismissed the proposal to fund the U.S. highway system. The Fiscal Times reports.

6/24/2014 10:12:00 AM