Recent Articles

A “wave of bankruptcies” about to hit coal industry

Posted on March 20, 2015

The future for the coal industry is looking “increasingly bleak,” according to an investor’s note from Macquarie Research.

Texas: From shale boom to water revolution

Posted on March 18, 2015

Texas is famous the world over for two things on a massive scale: oil and droughts. Now the slick but dry state is becoming famous for water: that precious element that both resolves the drought problem and also makes it possible to pump more oil out of the ground.

Consumers winning with low oil prices, for now

Posted on March 12, 2015

It is estimated that for every penny gas goes down, consumers collectively save $1 billion.

Everyone is guessing when it comes to oil prices

Posted on March 11, 2015

Predicting and diagnosing the trajectory of oil prices has become something of a cottage industry in the past year.

Here's what will send oil prices back up again

Posted on March 4, 2015

Those claiming that oil will continue to fall from here and remain low for evermore, however, are flying in the face of both history and common sense.

Is oil returning to $100 or dropping to $10?

Posted on February 25, 2015

If you have been following the price of oil over the last few months, the chances are you're a little confused. On the one hand you have the likes of A. Gary Shilling who, in this Bloomberg article, loudly trumpets …

The easy oil is gone so where do we look now?

Posted on February 24, 2015

In 2008, Canadian economist Jeff Rubin stunned the oil market with a bold prediction: With the world economy growing at 5 percent a year, oil demand would grow with it, outpacing supply, thus lifting the oil price from $147 to over $200 a barrel.

Why oil prices must go up

Posted on February 19, 2015

It may be difficult to look beyond the current pricing environment for oil, but the depletion of low-cost reserves and the increasing inability to find major new discoveries ensures a future of expensive oil.

Oil's survival of the fittest: interview with Stan Szary

Posted on February 11, 2015

The biggest winners will be those investors who are stepping into the market right now, investing in conventional oil stories.

Increasing demand for refined products will increase oil prices

Posted on January 29, 2015

My opinion is that all of the analysts who are now blaming the sharp drop in oil prices on a “glut” of supply could change their tune quickly as consumers adjust to lower fuel costs.

Lies and deception In Ukraine's energy sector

Posted on January 28, 2015

The Ukrainian government has repeatedly claimed it is doing its best to improve the oil and gas investment climate, but official statements are the opposite of the reality, as Prime Minister Arseniy Yatsenyuk is leading the great deception.

Oil price collapse hurting some more than others

Posted on January 21, 2015

U.S. oil and gas rig counts dropped to their lowest level in over four years, falling by an additional 74 units for the week ending on January 16. The lower count provides fresh evidence that low oil prices are forcing drillers to pare back operations and slash spending.

Back to basics: why conventional drilling makes sense in 2015

Posted on January 15, 2015

This New Year, an old trend may become a new trend as conventional drilling in North America is once again in the spotlight at a time when oil prices continue their slump and the unconventional becomes increasingly uneconomical.

The real cause of low oil prices: interview with Arthur Berman

Posted on January 9, 2015

With all the conspiracy theories surrounding OPEC's November decision not cut production, is it really not just a case of simple economics?

Top five factors affecting oil prices in 2015

Posted on January 7, 2015

As we ring in the New Year, let's take stock of where we are at with the oil markets.

Energy crisis as early as 2016

Posted on January 6, 2015

Low oil prices today may be setting the world up for an oil shortage as early as 2016.

Did the Saudis and the US collude in dropping oil prices?

Posted on December 29, 2014

The oil price drop that has dominated the headlines in recent weeks has been framed almost exclusively in terms of oil market economics, with most media outlets blaming Saudi Arabia, through its OPEC Trojan horse, for driving down the price, thus causing serious damage to the world's major oil exporters – most notably Russia.

Norway's oil decline accelerating

Posted on December 10, 2014

New oil projects are being scrapped in Norway amid falling production and low oil prices.

Could falling oil prices spark a financial crisis?

Posted on December 4, 2014

The oil and gas boom in the United States was made possible by the extensive credit afforded to drillers. Not only has financing come from company shareholders and traditional banks, but hundreds of billions of dollars have also come from junk-bond investors looking for high returns.

China strengthening claim to South China Sea oil and gas

Posted on November 27, 2014

Not gone and not forgotten, China is ready to solidify its claim to the South China Sea (SCS).

Follow the sand to the real fracking boom

Posted on November 25, 2014

When it takes up to four million pounds of sand to frack a single well, it’s no wonder that demand is outpacing supply and frack sand producers are becoming the biggest behind-the-scenes beneficiaries of the American oil and gas boom.

Early signs of a pullback In drilling activity

Posted on November 13, 2014

With oil prices low and showing no sign of an immediate rebound, the industry is beginning to pull back on spending.

Another key approval for the uranium market

Posted on November 10, 2014

I discussed last week about the municipal approval of restarts for two nuclear reactors in Sendai, Japan. With one of the knock-on items to watch for being further approval from the regional government here. We didn’t have to wait long.

The driving force behind the US oil boom

Posted on November 6, 2014

The shale revolution’s sweet spot is oilfield services, the lower-risk backbone of the American oil and gas boom that pays off regardless of a play’s economics.

Low oil prices hurting U.S. shale operations

Posted on October 22, 2014

Slumping oil prices are putting pressure on U.S. drillers.

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