The latest issue of The Energy Strategist discusses the downside risks to crude prices, challenges facing US coal miners and the global nuclear power industry, and an exploration stock we'd love to buy cheaper. Read More
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We're selling Joy Global from The Energy Strategist's Aggressive Portfolio on the likelihood of disappointing growth in China and the continuation of the downturn in commodities. Read More
China’s addiction to the highly polluting fuel is trumping the advanced economies’ push into natural gas and renewables, for now. Read More
The bible of global energy statistics has good news for the oil bulls. Read More
The short-sellers have an unpersuasive case and are likely to end up disappointed. Read More
The short-sellers have an unpersuasive case and are likely to end up disappointed. Read More
In the last issue, we analyzed the rapidly improving prospects for US exports of liquefied natural gas (LNG) now that the government has green-lighted the second of many such proposed projects. These exports won’t happen without a big fleet of specialized LNG fuel tankers, and we identified Teekay LNG… Read More
How in the world can we figure out just how much oil and gas is hidden within the rocks of this planet? For the moment, we’re still at the wild guessing stage, as a new report commissioned by the US Energy Information Administration makes clear. The study, updating one… Read More
Take a good look at a refinery — a giant chemistry set designed to distill the messy remains of ancient algae into fussy fuel fit for a Prius. Look at all the distillation towers and cooling towers, the cokers and the hydrotreaters, reaching for the sky. These monuments to our… Read More
In this week’s issue of The Energy Letter we discussed the basics of oil refining and covered some of the important factors that influence a refiner’s profitability.To review, the profitability of a refinery can be predicted on the basis of the difference between the crude oil it… Read More