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Top Forum PostsEnd of Season Storage LevelsCrude InventoryUnhedged ProducersEIA Short Term Energy OutlookIncreased Regulation on HydrofracturingTop News StoriesAlaska Claims in Suit U.S. Government Improperly Banned Off-Coast DrillingOPEC's August Output Quota Compliance 53%, Unchanged From July, IEA SaysUN Risks `Huge Mistake' in Carbon-Trading Investigation: Energy MarketsFlash Fire Occurs At Gulf Of Mexico Oil PlatformAlaska Gov:Suing Federal Govt Over Offshore Drilling MoratoriumTop CommentariesShould $10 a Barrel Be the Real Price of Oil?One Bad Auction Don’t Spoil the Whole Bunch GirlPeak Oil ReviewThe Energy Report: Demand Jam5 Reasons Natural Gas Is Poised for UpsideSubmit Commentary, Analysis, and Reports
First Enercast Financial
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Commentary and ReportsSep 10, 2010
One Bad Auction Don’t Spoil the Whole Bunch GirlOne Bad Auction Don’t Spoil the Whole Bunch Girl. Yet at the same time one good auction does not solve all of Europe’s problems either... Full Story
Peak Oil Review1. Oil and the Global Economy Early last week, oil prices fell by nearly $4 a barrel, but recovered later in the week to close at $74.60 on “better than expected” news... Full Story
The Energy Report: Demand JamWill disappointing holiday demand be the story or will a new wave of economic optimism generated by last week’s better than expected jobs report make the headlines? Companies did add more jobs... Full Story
5 Reasons Natural Gas Is Poised for UpsideThis last week before Labor Day marked the 2009 low for natural gas prices... Full Story
Baker Hughes Rotary Rig Count ChartsRig counts for Week ending September 3rd. Oil rigs down seven while gas rigs gained 4... Full Story
Pugh Clauses and Shale-Gas ActivityIn the July 11 issue of The Energy Letter, The Future of Shale Gas Is International, I explored why the biggest integrated energy companies continue to invest heavily in North American... Full Story
The Energy Report: Welcome To September!Forget all of that economic doom and gloom because that was so August! September has come and hope is rising... Full Story August 29th – September 3rdWe 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
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 |
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Should $10 a Barrel Be the Real Price of Oil?
In the short run, psychology and entrenched beliefs can drive a market or the price of a commodity. In the long run, the laws surrounding supply and demand win out... Full Story