The shale gas revolution also has dramatically changed the fortunes of two related industries, one brimming with promise in the early 2000s and the other forlorn. Read More
Energy Stocks
During their conference calls to discuss second-quarter results, producers discussed a handful of emerging shale oil plays which they hope could become the next Bakken or the next Eagle Ford. Read More
Robust drilling activity in North America continues to drive earnings for oil-services companies, but second-quarter results suggest that demand in international markets has finally turned the corner. Read More
Forget the Middle East. Investors looking for long-term oil and gas production growth should focus on Africa. Read More
In shale oil fields, the industry has learned that the early bird gets the worm. Read More
Releasing oil from the Strategic Petroleum Reserve will provide a temporary respite from higher prices. But this move demonstrates how tight the supply-demand balance in the global oil market has become: Oil prices should hit their 2011 high by year-end. Read More
Reduced demand for Australian thermal coal from Japanese utilities caused a temporary price hiccup. But the long-term growth story for seaborne coal remains intact. Read More
Why I remain bearish on North American natural gas prices, but have a bullish outlook for international LNG prices. Read More
This tale of two tanker markets offers opportunities for investors who focus on high-yielding names with little exposure to the spot market. Read More
What spans more than four soccer fields in length, weighs more than six times as much as the world's largest aircraft carrier and towers 17 stories above the water? Read More