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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 - Consumer energy expenditures are roughly 5% of disposable income, below long-term average
2 - North Dakota aims to reduce natural gas flaring
3 - Energy for growing and harvesting crops is a large component of farm operating costs
4 - EIA launches expanded winter heating fuels data program for winter 2014-15
5 - Some Appalachian natural gas spot prices are well below the Henry Hub national benchmark
1 - Consumer energy expenditures are roughly 5% of disposable income, below long-term average

Total U.S. household energy consumption expenditures have generally declined relative to disposable income since 1960, although during periods of high energy prices, consumers devote increasing shares of their income to energy. Energy expenditures ranged from 4% to 8% of disposable income since 1960. Consumer energy expenditures today are a lower percentage of disposable income than the average from 1960 to present.

10/21/2014 9:00:00 AM

2 - North Dakota aims to reduce natural gas flaring

About one-third of the natural gas North Dakota has produced in recent years has been flared rather than sold to customers or consumed on-site. In an effort to reduce the amount of natural gas flared, North Dakota's Industrial Commission (NDIC) established targets that decrease flared gas to 10% by 2020.

10/20/2014 9:00:00 AM

3 - Energy for growing and harvesting crops is a large component of farm operating costs

The U.S. agriculture industry used nearly 800 trillion British thermal units (Btu) of energy in 2012, or about as much primary energy as the entire state of Utah. Agricultural energy consumption includes energy needed to grow and harvest crops and energy needed to grow livestock. Crop operations consume much more energy than livestock operations, and energy expenditures for crops account for a higher percentage of farm operating costs

10/17/2014 9:00:00 AM

4 - EIA launches expanded winter heating fuels data program for winter 2014-15

EIA is expanding the State Heating Oil and Propane Program (SHOPP) this winter heating season. SHOPP is a joint effort between EIA and participating states to collect weekly residential heating oil and propane price data. The SHOPP program has traditionally included 24 states in the Northeast and Midwest regions, but the program was expanded after many other states expressed interest in the program following the winter of 2013-14.

10/16/2014 9:00:00 AM

5 - Some Appalachian natural gas spot prices are well below the Henry Hub national benchmark

Some natural gas prices at trading hubs in the Appalachian Basin's Marcellus Shale play are trading well below the national benchmark spot price at the Henry Hub in Louisiana. Over the past month, spot prices at many Appalachian hubs have dropped below $2 per million British thermal units (MMBtu) on days of low demand, while spot prices at Henry Hub and throughout much of the United States have traded near $4/MMBtu.

10/15/2014 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 - What falling gas prices mean for consumer spending
2 - Halliburton profit beats as drilling stays strong
3 - Is the oil price fall more than just a coincidence?
4 - Kudlow: Oil's decline is a bad thing? Nonsense!
5 - We may give Ukraine gas this winter: Russia
6 - Gloves off over oil: Saudi Arabia versus shale
7 - Everything's falling: But it's not all bad
8 - Oil stocks slip, but do better than wider markets
9 - Cramer: Oil hit by 'perfect storm'
10 - Why the stock market sell-off may be nearing an end
11 - Why the stock market selloff may be nearing an end
12 - As oil tumbles, pros expect further declines
13 - Why drop in oil prices could squeeze US economy
14 - Creating inflation is easy. Just look at Venezuela
15 - The 10 biggest energy company bankruptcies
16 - Saudis tell oil market: Get used to lower prices
17 - Below $3 a gallon? Gas prices continue to plunge
18 - Why utilities don't like 'net metering'
19 - Oil price drop shouldn't disrupt gov't spending
20 - Oil price drop may hurt shale drilling profits
21 - Don't panic over oil: T. Boone Pickens
22 - Winter is coming—and so is $100 oil
23 - Why oil prices will be 'robust' long-term: Shell CEO
24 - Cheap gas?! $3 (and under) a gallon in some areas
25 - Chevron CEO's vision for US energy plan
26 - If Brent falls under $90, OPEC cuts coming: Pro
27 - US gas prices hit 4-year low on drop in oil futures
28 - BP asks judge to reconsider gross negligence ruling
29 - Where does the world's energy go? The 10 guzzlers
30 - Oil heads to bear market as Saudis signal price war
1 - 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

2 - 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

3 - 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

4 - 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

5 - We may give Ukraine gas this winter: Russia

Russia and Ukraine agreed to a deal for gas supplies for the winter period.

10/17/2014 1:02:00 PM

6 - 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

7 - 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

8 - 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

9 - 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

10 - 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

11 - 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

12 - 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

13 - Why drop in oil prices could squeeze US economy

Although some industries such as airlines and shippers are enjoying the drop in oil prices, the U.S. economy overall may take a hit.

10/13/2014 6:47:00 PM

14 - 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

15 - 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

16 - 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

17 - Below $3 a gallon? Gas prices continue to plunge

The average price of a gallon of gasoline in the United States dropped 12 cents in the past three weeks to its lowest point in nearly a year.

10/13/2014 6:41:00 AM

18 - Why utilities don't like 'net metering'

Solar power is expanding its reach in U.S. homes, but utilities are pushing back against what they consider a free-rider problem.

10/12/2014 11:09:00 AM

19 - Oil price drop shouldn't disrupt gov't spending

The drop in global oil prices should not affect the spending plans of oil-producing countries in the Middle East.

10/10/2014 2:21:00 PM

20 - Oil price drop may hurt shale drilling profits

The continual drop in oil prices could hurt shale drilling's profitability, finds a report from Goldman Sachs.

10/10/2014 11:39:00 AM

21 - Don't panic over oil: T. Boone Pickens

With oil plunging to multiyear lows, oil and gas entrepreneur T. Boone Pickens said now is not the time to panic.

10/9/2014 3:48:00 PM

22 - Winter is coming—and so is $100 oil

A harsh northern hemisphere winter, OPEC supply cut and volatile geopolitics may send oil prices back towards $100 a barrel.

10/9/2014 7:34:00 AM

23 - Why oil prices will be 'robust' long-term: Shell CEO

Ben van Beurden, chief executive of Shell, is confident that oil will return to “very robust” pricing in the long-term.

10/9/2014 3:07:00 AM

24 - Cheap gas?! $3 (and under) a gallon in some areas

According to GasBuddy, 10 percent of the nation's gas stations are now selling gasoline at less than $ a gallon.

10/6/2014 3:23:00 PM

25 - Chevron CEO's vision for US energy plan

The US energy revolution is in danger. Here are three things US energy policy must focus on, says the CEO of Chevron.

10/6/2014 11:03:00 AM

26 - If Brent falls under $90, OPEC cuts coming: Pro

Brent falling through $90 would put Saudi Arabia and other producers in a "real fiscal bind," RBC's Helima Croft told CNBC.

10/3/2014 3:48:00 PM

27 - US gas prices hit 4-year low on drop in oil futures

U.S. gasoline prices are the lowest in four years following a drop in crude oil futures, the nation's largest motorists group said.

10/3/2014 6:19:00 AM

28 - BP asks judge to reconsider gross negligence ruling

BP on Thursday asked a U.S. court to reconsider a September ruling that found the company "grossly negligent" for the 2010 oil spill in the Gulf of Mexico.

10/3/2014 1:59:00 AM

29 - Where does the world's energy go? The 10 guzzlers

Believe it or not, the United States is not the top energy guzzler in the world.

10/2/2014 5:45:00 PM

30 - Oil heads to bear market as Saudis signal price war

Oil could continue its deep slide, under new pressure from Saudi Arabia's decision to cut its selling price.

10/2/2014 1:19:00 PM