Shares of coal mining companies have sold off indiscriminately amid concerns that a global economic downturn will sap demand from Chinese steel producers. We check up on the supply-demand balance in the markets for metallurgical and thermal coals. Read More

Although the group has been out of favor, some offshore contract drillers offer an attractive combination of defensive qualities and exposure to long-term growth trends. The key is identifying names that have exposure to the business lines that offer the most upside. Read More

Many of this year’s top-performing oil and gas producers share one commonality: Significant exposure to the Marcellus Shale, a prolific play whose core has emerged as one of the nation’s lowest-cost gas-producing regions. Wells in certain parts of this formation remain profitable when gas prices hover around $3… Read More

As I stated in my previous article The Natural Gas Oversupply and How to Play It, although the long-term outlook for demand and pricing remains favorable, the current supply overhang of natural gas is going to constrain prices for natural gas in the near term. As you can see… Read More

North American natural gas prices should remain at depressed levels throughout the fall and could decline even further as hurricane season draws to a close. The reason is simple: US natural gas output continues to outstrip demand. In my Jan. 7, 2011, InvestingDaily.com article, Special Edition: 2011 Forecast,… Read More

Shares of our favorite deepwater contract driller have pulled back because of the correction in the broader market. Take advantage of this opportunity to add shares and lock in a favorable yield. Read More

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

Although US natural gas prices should remain depressed through at least the first half of 2012, the outlook for oil prices and shares of domestic producers is far more sanguine. 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