The shale oil boom is for now a memory, but North Dakota’s output is down just a bit from the December record. Plus: Buying Targa’s Rainy Forecast Read More
Energy Strategist Weekly
The Democratic presidential frontrunner was once constructive on the Keystone XL pipeline before recently coming out against it. Her pivot has implications for another high-profile energy controversy. Plus: Big bounces for energy, SunEdison. Read More
Energy Transfer got killed for buying out Williams. But the blood in the streets is a good long-term omen. Read More
With industrial demand up and shale supply finally stalling, we identify the most likely beneficiaries. Plus: An own goal for CPLP’s sponsor. Read More
Interest payments are swallowing an onerous share of some producers’ revenue amid low energy prices. Plus: Energy Transfer nears deal for Williams. Read More
There is no shortage of good information sources for the energy investor. Here are some of my favorites. Plus: Spectra supports offspring. Read More
Last week oil fell to levels I’d thought it wouldn’t reach, before soaring as the market came to its senses. Plus: Schlumberger makes its move. Read More
Oil prices have dropped to levels that will leave future output well short of demand. We recommend buying two large and largely de-risked producers. Read More
First LNG exports from continental U.S. are due by the end of the year, and similar projects in the pipeline will crank up demand for cheap natural gas. Plus: Energy Transfer’s Lake Charles plan advances. Read More
Crude won’t always be this cheap, but in the meantime U.S. drillers are running on fumes. Plus: SunEdison on clearance sale. Read More