The Market Traders

News and analysis that really matters.

Oil and Energy

Will Export Restrictions on Energy Echo Those on Food?

Wed, 05/18/2011 - 10:18pm -- editor

[[wysiwyg_imageupload:2349:]]By Jeff Rubin

Higher prices are supposed to encourage more world supply. It’s standard textbook economics. But what happens when instead of export-oriented global firms, it’s governments that control supply. They may not respond to price signals the same way as profit maximizing companies. n fact, they may respond in the exact opposite way.

Excess Crude Production Capacity Falls

Wed, 05/18/2011 - 10:10pm -- editor
Topics: 

By Joseph Dancy

Developments in the Energy Sector

Several recent developments in the energy sector that investors may want to watch:
China Suspends Diesel Exports

Last weekend it was announced that China has suspended exports of diesel fuel indefinitely to help meet domestic energy demand ahead of the peak summer season. The measure could create energy shortages and spread higher prices – and possibly panic about the availability of energy supplies - across Asia.

Three Reasons to Believe in $100 Oil

Wed, 05/18/2011 - 7:30am -- editor

[[wysiwyg_imageupload:2337:]]By Frank Holmes

After selling off nearly 14 percent the previous week, oil prices finished last week slightly higher at $99.65 per barrel. While the end result was a net positive, the volatility continued. Oil prices per barrel reached $104, then fell to around $96, before nesting just below $100.

As an investor, this volatility can be difficult to handle. Throw in the uncertainty of today's geopolitical environment, and investors feel the need to downsize their positions in commodity investments, such as oil.

We think markets could remain volatile in the short-term, but here are three long-term indicators to support $100+ per barrel oil prices.

Uranium Holds Value

Tue, 05/03/2011 - 7:27am -- editor

By Karen Roche of The Energy Report

Worldwide hysteria and the fear factor notwithstanding, Casey Research Chairman Doug Casey still considers nuclear power "by far the safest, cheapest and cleanest form of mass power generation." Sharing his views in this Energy Report exclusive on the eve of a sold-out Casey Research Summit in Boca Raton, Florida, Doug says power generated from wind, sun, the tides and other alternative sources are "very nice special applications but don't work economically unless they're subsidized."
The Energy Report: You have traveled the world extensively, studying the geopolitical forces that shape the economy on a day-to-day basis. In the past, you’ve been quite enthusiastic about uranium because of the need for nuclear power. Has the situation in Japan altered your view?

Crude Oil: Update

Thu, 04/21/2011 - 9:36pm -- editor
Topics: 

By Guy Lerner

It has been over 3 months since I identified the potential for a "very strong move" in crude oil. Absurdly low interest rates and geopolitical unrest are the likely culprits, and the last time I looked, these issues remain with us. In addition, the technicals, which we will review in this article, remain very constructive.

Josh Young: Transition Can Deliver Value in E&Ps

Wed, 04/13/2011 - 7:20am -- editor

[[wysiwyg_imageupload:2138:]]By The Energy Report

Portfolio Manager and Founder Josh Young of Young Capital Management (YCM) looks for value in oil and gas exploration and production (E&P) companies. In this exclusive interview with The Energy Report, Josh discusses some of his best ideas—strategies that could well deliver the significant upside and reduced risk investors might not expect from natural gas producers.

The Energy Report: Are you overweighted to natural gas right now?

Oil Hits 32-Month High As Unrest Persists in the Middle East

Tue, 04/12/2011 - 5:27pm -- editor

By Casey Research

With the civil war in Libya now entering its third week, Egypt moving haltingly towards free elections, and hundreds dead in Syria, Yemen and Bahrain after a month of anti-government protests in each country, the Middle East is rife with instability. On Wednesday, April 6, that instability pushed the spot price of Brent oil above US$123 per barrel, a high not seen since August 2008 when prices were crashing from an all-time peak of US $147.50 on the eve of the financial crisis.

The Symptoms of Nuclear Hysteria

Mon, 04/11/2011 - 10:32pm -- editor

By John Downs

Imagine you invented a machine that revolutionized travel. You know your invention could cut local and long distance travel time substantially and vastly improve the ability for business to deliver freight efficiently. The invention would add trillions to global GDP. If released, your invention would no doubt be universally used and admired. However, based on the initial safety assessments, analysts predict that if used widely your invention would cause the deaths of 300,000 Americans per year and countless more around the globe. Would you still release it?

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