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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

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

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