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Top Forum PostsEIA-914 Data2010 Hurricane SeasonASPO Peak Oil Notes$4 Gas Shuts in ProductionNG going to 2 DOLLRSTop News StoriesUS EPA to issue more rules in climate fightEncana stops drilling in Nova Scotia ahead of EarlU.S. Energy Disasters in 2010Exxon Mobil removes staff from Sable as precautionWSJ: All 7 Wells Attached To Platform Shut In, Governor SaysTop CommentariesAugust 29th – September 3rdThe Energy Report: ISM Into The Wild Blue Yonder Flying High Into The SkyThe Energy Report: Earl, The Grinch That Stole Labor DayThe Energy Report: The Hurricane Threat!Peak Oil NotesSubmit Commentary, Analysis, and Reports
First Enercast Financial
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Commentary and ReportsSep 02, 2010
The Energy Report: ISM Into The Wild Blue Yonder Flying High Into The SkyISM into the wild blue yonder flying high into the sky... Full Story
The Energy Report: Earl, The Grinch That Stole Labor DayEarl, the Grinch that Stole Labor Day... Full Story
The Energy Report: The Hurricane Threat!The Hurricane Threat! Many oil traders when they think about the impact of hurricanes on the oil market most often focus on the threat to supply... Full Story
Peak Oil NotesAfter touching a high of over $83 a barrel in early August, oil fell to below $71 on Wednesday before rallying to close at $75.17... Full Story
The Energy Report for Monday, August 30, 2010Big Bad Ben! Commodity bears be on notice: Ben is coming to run that big bad deflation out of town. Ben Bernanke has made it clear that the Fed will step up if prices go down... Full Story
Major reports point to oil supply turmoil and price volatilityMajor energy reports published this year are pointing to a significant rise in the price of oil due to supply constraints sometime over the next three years – the only disagreement is... Full Story
What is Driving Natural Gas Pricing and Continued Drilling?So here we are, coming to the end of the cooling season, one for the record books as the population weighted CDD's (cooling degree days) look to post an all-time record this summer... Full Story
The Energy Report: When Bad News Becomes Good NewsWhen bad news becomes good news: Oh sure the economic data did not get any better... Full Story
The Energy Report: Still We Look To Find A Reason To BelieveStill we look to find a reason to believe. If I listened long enough to you, a bullish case I guess you could make do, knowing that supplies are high worldwide... Full Story
CFR: China Poised to Shock the Oil Market And Its Possible Consequences for HyperinflationI found this paper published by the Council on Foreign Relations to be a plausible argument in favor of the exhaustion of cheap oil, also known as Peak Oil... Full Story
EIA Discussion for Week Ending August 20, 2010Projected EIA working storage for the week ending August 20, 2010: First Enercast Financial is predicting an injection of 44 BCF for this weeks EIA release, bringing total storage to... Full Story
The Energy Report: Dancing With WolvesDancing with wolves: You know every once in a while someone defines what you have been trying to say and does it a way that is clear and concise and in terms so clear that you have to say yes,... Full Story
Comfortable to the Point of PanicLately, it feels as if the United States has become too comfortable, particularly in regards to the energy picture. “Why is that?” you ask... Full Story
Peak Oil Review1. Oil and the Global Economy Oil prices have now fallen steadily since reaching a high above $83 a barrel in early August. Friday‘s close of $73... Full Story
The Energy Report: All The News That Did Not HappenI guess before we start to talk about all news that might drive energy trading, let’s talk about the factors that many of you thought might drive the market this week but did not... Full Story
Annual Energy ReviewThe Annual Energy Review (AER) is the U.S. Energy Information Administration's (EIA) primary report of annual historical energy statistics. For many series, data begin with the year 1949... Full Story
The Energy Report: Slip Sliding Away, Slip Sliding AwaySlip sliding away, slip sliding away. You know the nearer your destination the more you're slip sliding away and away we go... Full Story
U.S. Natural Gas Storage ChartsStorage and degree day comparisons charts verses average and last year... Full Story
OPEC's spare crude oil capacity - will it disappear by the end of 2011?In this post I present an analysis of how OPEC oil supplies have responded to changes in crude oil prices during the last 10 years... Full Story
What No One Else Has Caught... YetHere’s what no one else will tell you with regards to natural gas: Buy it — or miss the historical September run... Full Story
The Energy Report: A 27 Year HighA 27 year high... Full Story
Increase in Capex Leads to a Strong Rise in U.S. Rig DemandAt the end of last year as initial drilling plans were being announced for 2010, we took a sampling of approximately 30 E&P firms to get a gauge of capital spending budgets and their likely impact... Full Story
EIA Discussion for Week Ending August 13th, 2010Projected EIA working storage for the week ending August 13, 2010: First Enercast Financial is predicting an injection of 23 BCF for this weeks EIA release, bringing total storage to... Full Story
Shale gas - expansion and regulationIs European Shale Gas the Real Deal Dave Forest, Oilprice... Full Story
The Federal Reserve Enters DeclineThe Federal Reserve is an artifact of the Abundance Economics that have governed Western economies over the past 250 years... Full Story
The Energy Report: Fear Versus RealityLast the Federal Reserve lowered their expectations for economic growth and let the world know that it was going to reinvest its cash from maturing mortgage debt holdings into treasuries, keeping... Full Story
Peak Oil Review1. Oil and the Global Economy Oil prices have fallen steadily since touching a high of $83 a barrel two weeks ago and closed on Friday at $75.39 a barrel... Full Story
The Energy Report: As Oil Prices Hit The Lowest Levels Since July 19thAs oil prices hit the lowest levels since July 19th people are starting to realize something I have been saying for a very long time and that is, the price of oil is not acting on its own but... Full Story
CFTC Commitments Of Traders Report ChartsBMO Capital Markets
Commodity Products... Full Story
The Three Chinas and World Energy DemandI have been broadly correct about two important things in my career as an analyst. (I wasn’t the only one and I wasn’t the first–just far enough ahead of the curve to make a difference... Full Story
The Energy Report: 19th Market BreakdownBen’s the kind of person you meet at certain dismal, dull affairs, center of the crowd, talking much too, stirring' up the bulls and the bears... Full Story
Oil 'Fundamentals' and the Oil FutureIn the next edition of my energy economics textbook, I rehash and augment my interpretation of various controversies having to do with fundamentals versus speculation (i.e... Full Story
The Energy Report: Peg Through My Heart!Peg through my heart! The Chinese central bank worried about a sharp slowdown as the country took steps to reignite their softening export market... Full Story
China Is Winning the Energy RaceStop the presses. The United States is no longer the world’s biggest consumer of energy.
After topping the energy consumption charts for more than a century, the U.S... Full Story
The Energy Report: You Don’t Belive We Are On The Eve Of Demand DestructionYou don’t belive we are on the eve of Demand Destruction... Full Story
Short Term Energy OutlookEIA projects that the West Texas Intermediate (WTI) spot price, which ended
July at more than $78 per barrel, will average $81 per barrel in the fourth
quarter of 2010 and $84 per barrel... Full Story
Is Nymex WTI a sell?With nary an economic headline to focus on, the equity markets rallied on Monday with crude oil bulls benefiting in the process... Full Story
The Energy Report: If At First You Don't Succeed, Try, Try Again!If at first you don't succeed, try, try again! It’s Fed Day and the global energy markets are waiting to find out whether or not the Fed is going to boost the markets with another shot... Full Story
Weekly Natural Gas Comments for August 9thNymex NG Sep 10 - High $5.01 Low $4.46 Open $4.52 Close $4.46
Nymex NG 12 Month Strip - High $5.20 Low $4.87 Open $5.18 Close $4... Full Story
Peak Oil Review1. Oil and the Global Economy On Monday and Tuesday oil prices climbed from $79 to nearly $83 a barrel, then fell to close at $80.70 on Friday as multiple negative factors weighed on markets... Full Story
Energy ReportWhat is the poor Fed going to do now? Despite the Fed's best efforts the jobs report was a dismal reminder that the economy and commodity prices still need some help... Full Story
Baker Hughes Rig CountWeekly Baker Hughes North American Rotary Rig Count for Week Ending 8/6/10..... Full Story |
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August 29th – September 3rd
We are all in agreement that the bottom is near for NG. We also all agree that the upswing with be abrupt but may end early. This week should show us the NG bottom... Full Story