Geology is at the heart of the decline in Mexican oil production and revenues, but political factors further complicate these challenges. Read More
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I remained cautious on alternative energy plays for most of 2009--a contrarian view. The rationale behind my skepticism has largely borne out this year. Now that the hype is subsiding, I am becoming more constructive on the group. Read More
What the acquisition will mean. Read More
With credit market conditions easing throughout 2009 and valuations still well off their cyclical highs, the energy sector has been primed for merger mania for some time. Read More
There's a deal on the table for one of our Wildcatters Portfolio holdings. Here's my take on the offer and its implications for other names with leverage to unconventional US gas plays. Read More
While the US coal market is far from dead, the international coal market is positively booming. Here's how to profit. Read More
A perfect storm is building in the Midwest that will mean far more to investors than the wording of any press release on carbon emissions that originates from Copenhagen. Ironically, while some are watching to see if China will agree to hard carbon emission targets in Denmark, Beijing is likely far more concerned with what’s currently happening in Iowa and Illinois. Read More
Some exploration & production firms are looking to grow their oil production more than 50 percent in 2010 by exploiting unconventional oil plays like the Bakken Shale. At current oil prices most producers believe that wells in the core part of the Bakken Shale offer after-tax returns on investment of 100 percent and remain profitable even at significantly lower prices. Read More
Although my bullish thesis on one of my more aggressive recommendations remains intact, we were stopped out of the position on Friday. Here's a strategy update. Read More
In this issue I examine the prospects for my oil-levered recommendations in light of recent news and corporate earnings releases. The next installment of The Energy Strategist will examine the coal markets and provide in-depth analysis of related Portfolio holdings. Read More