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.
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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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Today in Energy
1 - EIA releases new online tool to track crude oil imports
Short, timely articles with graphics on energy facts, issues, and trends.
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
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.
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 structuresincluding taxes and other user fees, investment in renewable energy technologies, and the mix and cost of fuelsall influence electricity prices.
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.
Oil and Gas
1 - Iran lobbies Saudi Arabia for output cut: Report
Latest news on oil prices, fracking, drilling, refining, and processing for gas.
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
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.
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.
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.
Expectations of growing U.S. crude supplies sent world oil prices sliding to a new multi-year low.
Lower oil prices could be a holiday boost to the economy, Academy Securities President Phil McConkey says.
Some energy companies are showing signs of pulling back on capital expenditures, according to a report in Oilprice.com.
The new Republican Congress will fight two key EPA regulations at the heart of Obama's climate agenda. The NYT reports.
Natural gas futures swung wildly before closing lower for the first time in 10 sessions.
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.
Authorities are investigating whether Petrobras or its employees were paid bribes, people familiar with the matter say. The FT reports.
The city of Denton, Texas is vowing to defend a controversial fracking ban.