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Top Forum PostsRob's DataCoal/CT switching as a floor$1 Natural GasFebruary 2012 Trading ThreadPRB displacement, where and how muchTop News StoriesDeadly Clashes As Anger With Egypt Military Boils OverSudan Closer To War Than Peace With South -BashirUS Interior Department Scales Back Oil Shale Development PlansIran 'Detaining' Relatives Of Journalists -BBCIslamists Sweep Kuwait Polls As Women Lose OutTop CommentariesLiquids-Rich Companies Will Weather the Dry SpellThe Energy Report: The Wolf is at the DoorCrude and Refined Product Storage ChartsThe Energy Report: Is Exxon Mobil Stupid?Energy Metro Desk Storage SurveySubmit Commentary, Analysis, and Reports |
Commentary and ReportsFeb 05, 2012
The Energy Report: The Wolf is at the DoorThe oil market is getting less rattled by the headlines surrounding Iran. Iranian threats to shut down the Straits of Hormuz or cut off supply to Europe in a preemptive strike, have been like the old story of "the Little Boy Who Cried Wolf"... Full Story
Crude and Refined Product Storage ChartsCrude and Refined
Product Storage... Full Story
The Energy Report: Is Exxon Mobil Stupid?Stupid is as stupid does and after Exxon Mobil, the world’s largest publicly traded oil company, reported net income of $9.4 billion for the quarter, up from $9.25 billion the year before and revenue of $121.6 billion, up 16 percent from the year before, T... Full Story
Energy Metro Desk Storage SurveySo, OK, last week was a bit of surprise...EIA came in roughly 20 Bcf above the market. Nonetheless, Ben Smith of First Enercast Financial nearly nailed it with a forecast of -191 -- he was last week's HighBaller by about 6 Bcf. Oddly, nobody was terribly surprised, not the least of which being EIA... Full Story
Musings from the Oil PatchMusings from the Oil Patch reflects an eclectic collection of stories and analyses dealing with issues and developments within the energy industry that I feel have potentially significant implications for executives operating and planning for the future... Full Story
The Energy Report: Horror at the PumpA gas price horror story is evident at pumps across America as the price, according to the Energy Information Agency, hit the highest level since Halloween... Full Story Shale Gas—Abundance or Mirage?• U.S. shale gas plays are commercial failures & the shareholder is the loser.
• Operators have maintained the illusion of success through production and reserve
growth subsidized by debt.
• High decline rates mean that wells must be continuously drilled—drilling treadmill... Full Story
Global Oil Production Update -- A Strange Future Has ArrivedSince 2005, European oil consumption has fallen by 1.5 million barrels a day. And, in the same period, US oil consumption has fallen by 2 million barrels a day.
If oil was priced at $60 a barrel, rather than $100 a barrel, then a fair portion of that lost demand might return... Full Story
Peak Oil ReviewCrude prices changed little last week as the various forces moving the markets seemed to balance each other out. New York oil closed on Friday at $96.65 and London at $111.52. In contrast with the oil markets, gasoline futures and natural gas underwent substantial moves... Full Story Oil Prices – Weekly Outlook January 30 -February 3Oil slightly rose during last week and thus continued their trend of moderate changes of recent weeks... Full Story
The Energy Report: Trying to find the lightIs there any light at the end of this tunnel? Instead of a decisive plan to bailout Greece, questions still linger while we try to decide whether this European crisis will end nicely. It just goes on and on. Iran also does not seen to be as scary on Monday... Full Story
The Energy Report: Credit Where Credit ReduxAfter President Obama's State of the Union speech, I questioned whether the President was trying to take credit for the amazing advances in technologies that has been made in energy production over the last decade... Full Story
Record Natural Gas Glut Sends Prices To 10-Year Lows, Is It Time To Buy?Where do prices go from here as inventory surplus continues to balloon?
The Energy Informational Administration (EIA) reported today that storage operators withdrew 192 billion cubic feet of natural gas from storage in the week ending Jan. 20... Full Story
Energy Metro Desk Storage SurveyNo surprises the past few report weeks? Hmm. We'd call that odd, considering standard deviations have been off the charts...forecast ranges have been way off the charts (30+ Bcf)...and categorical ranges way above 3 Bcf wide..... Full Story
The Energy Report: Giving Credit where Credit is DueI have to Obama credit for making the shale gas and oil revolution part of his State of the Union Address. Yet at the same time, I fail to understand why he wants to take credit for it as opposed to giving the credit where it is deserved and that is with the US energy industry... Full Story
The Energy Report; Bluster FlusterWhat do you mean the Straits of Hormuz are open? How could this be?! Did Iran not promise to shut down the Straits of Hormuz if Europe dared to impose sanctions on this rouge state? Well yesterday after agreeing to help Greece make up financially for the replacement of that cheap Iranian oil, the... Full Story
The Energy Report: Deal Or No Deal!Wheeling and dealing dominate the energy market as it desperately seeks direction. Will there be a deal on Greece? Or will Europe actually cut a deal to follow through on a deal to embargo Iran's precious oil... Full Story
The Energy Report: DecompressIt looks like oil traders are ready for the weekend after a period of high anxiety and conflicting data it now appears the market is trying to calm down a bit. Oil did seem to react to the PMI report that showed China's manufacturing activity contracted for the third straight month in January... Full Story The Fundamentalist: *DATA SECTIONAmidst the OVERWELMINGLY, OVERUSED, BEAT TO DEATH topic of the current natural gas supply, glut, storage surplus, overhang,
Shale driven, overproduced, record high production, record low seasonal consumption, continued LNG and Canadian imports this news
caught my eye; Alliant Energy enacted their... Full Story
The Energy Report: InsultingPerhaps the most disturbing slap in the face to the oil industry by the most anti-energy US President in history was made with the statement by Obama in his denial of the application for the building of the Keystone Pipeline when he said, "Under my Administration, domestic oil and natural gas... Full Story
Energy Metro Desk Storage SurveyThe 95 Bcf draw last week was largely in line with consensus estimates, making it the second week in a row (sort of) that EIA and the market were somewhat synced up. Not a bad way to start the year. Last year was another story -- January '11 was mostly Surprise City... Full Story
The Energy Report: Gas Nation!The Natural Gas Frac attack continues to rewrite energy history. Natural gas prices continue to plummet as global warming continues to favor us and the techniques in the energy industry continues to drive down natural gas prices... Full Story Natural Gas Prices Hit Multi-Year Lows: Winners And LosersThis winter's record warmth has slowed demand and increased the huge glut of natural gas. The Northeast U.S. had the 4th warmest December in 117 years and something we began forecasting back in December, because of the +AO/NAO index and other climatological factors... Full Story
Musings from the Oil PatchMusings from the Oil Patch reflects an eclectic collection of stories and analyses dealing with issues and developments within the energy industry that I feel have potentially significant implications for executives operating and planning for the future... Full Story
The Energy Report: Suicide watchThe global oil markets are still focused on whether or not the Iranian regime intends to continue on the path to oblivion as they continue to provoke the globe with their irrational behavior... Full Story
Peak Oil ReviewOil prices were relatively steady until last Wednesday as concerns about the possibility of strike by Nigerian oil workers and the increasingly shrill rhetoric and exchange of threats between Tehran and its adversaries dominated the market... Full Story
Guest Commentary: Will Natural Gas Hit $1?Following the recent sharp declines in natural gas prices, some might ask will this downward trend continue... Full Story
Naked OilBy Chris Cook, former compliance and market supervision director of the International Petroleum Exchange All is not as it appears in the global oil markets, which in my view have become entirely dysfunctional and no longer fit for its purpose... Full Story Will Natural Gas Hit $1?Following the recent sharp declines in natural gas prices, some might ask will this downward trend continue... Full Story
The Energy Report: To EmbargoTo embargo or not to embargo, that is indeed the question. While the market got a boost on reports that European refiners were meeting with Saudi Arabia and other oil producers and securing an alternative to Iranian oil supply, apparently some in the EU did not like the answers that they heard... Full Story
Energy Metro Desk Storage SurveyFor Q4, George Lippman of Lippman Consulting had the top score for accuracy in predicting the weekly EIA report number. For 2011, our annual winner -- the guy who bested 40 other analysts, models and surveys for 52 weeks -- was Scott Speaker of JP Morgan... Full Story
The Energy Report: Please Sir Will You Buy My Oil?Forget all that talk of weak demand, the dynamics of the oil market are a bit more complex. The world is coming to grips with the fact that most of the world will not be buying Iranian oil and how they react may be the determining factor in the availability of high quality light sweet crude... Full Story
Tail Risk and Embalming Fluid, in 2012I feel motivated today to write about global markets, and especially the lingering fear that’s sure to carry over from 2011 to 2012. The last 18 months have supplied historians with every reason to believe that a replay of the 2008 financial crisis was about to unfold... Full Story
The Energy Report: Dare to Be FlatIran admitted they are enriching uranium at its underground nuclear enrichment Fordow site and imposes the death sentence on a U.S. man they have accused of spying and oil closes..... Full Story
Will Ohio Regulators Kill the Natural Gas Bull Market?I was 12 years old when I experienced my first earthquake... though at the time, I didn't even know it. I was in my bedroom while my parents were in the basement... Full Story
The Peak Oil Crisis: Closing Out the YearThe returns are in and we now know that world price of a barrel of oil averaged $111 in 2011. This was up 14 percent from last year and well above the previous high of $100 set in 2008. The average barrel of oil that we bought last year cost $15 more than the year before... Full Story
Peak Oil ReviewOil prices climbed last week on increasing tensions in the Persian Gulf despite pressure from a weaker euro which tends to hold prices down. NY oil futures closed at $101.56 on Friday and London’s Brent at $113.06... Full Story Oil Prices – Weekly Outlook January 9-13Oil prices started off the month of January with sharp gains mainly during the first couple of days of the year... Full Story
The Energy Report: Maybe They CanWell maybe they can and then again maybe not... Full Story |
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Liquids-Rich Companies Will Weather the Dry Spell
Source: Brian Sylvester of The Energy Report (2/2/12) February 4th, 2012 email: newsletters@theenergyreport.com http://www.theenergyreport.com With the winter warmer and drier than previous years, natural gas companies are suffering from depressed prices... Full Story