In this issue: There’s really no mystery as to why refining stocks have done so well. Combine a glut of cheap domestic crude with stagnant refining capacity at home and growing demand abroad for fuel exports, and you have a recipe for huge windfalls. We survey the industry and… Read More
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Petroleum Geo-Services (Oslo: PGS, OTC: PGSVY) and Geospace Technologies (Nasdaq: GEOS) are Sells from the Aggressive and Growth portfolios, respectively, of The Energy Strategist in response to disappointing price action and growing concerns about industry fundamentals. Read More
The refining industry’s almighty margin is determined by geography and equipment. Here’s what to look for in the winners. Read More
Robert Rapier and Igor Greenwald will host the next Energy Chat on June 11, 2013, at 3 p.m. EST. This is your opportunity to ask our energy experts about their current outlook, recent energy sector trends and specific recommendations. Read More
Bearish headlines abound, but the key energy commodity isn’t cooperating with the doomsayers. Read More
We’re removing Eagle Rock Energy Partners (Nasdaq: EROC) from the Growth Portfolio in light of disappointing results, subpar distribution coverage and high operational risks. 7.25% Oasis Petroleum Senior Notes Read More
Renewable energy deserves a level playing field with fossil fuels. But if Congress permits solar and wind MLPs, investors will need to beware. Read More
Four years ago, at the tail end of The Great Recession, anyone brave enough to foresee $100 a barrel crude would likely have picked energy stocks as big winners. Yet here we are and here they are, garnering cautious investor interest as perennial laggards. The S&P 500 is… Read More
The push for liquefied natural gas (LNG) exports from US shores has often been compared to a gold rush, and like a mining boom of yore it seems to have stirred up a fair bit of speculation.Speculation tends to spring up around good, easily understood stories. And, short… Read More