Royal Dutch Shell’s (NYSE: RDS.A) most recent downstream LNG venture will serve a market where there’s no shortage of natural gas: North America. Read More

Why has the price of gasoline continued to increase despite the decline in the price of West Texas Intermediate crude oil? Pundits have come up with dozens of conspiracy theories to explain this anomaly. Here's the truth. Read More

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

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

The MLPs that are best-positioned to benefit from rising onshore oil and NGL production are those with existing infrastructure in the hottest plays--the barriers to entry are steep. Read More

Forget the Middle East. Investors looking for long-term oil and gas production growth should focus on Africa. Read More

Exploration and production firms have learned that the early bird gets the worm in shale oil fields. 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