Sanctions on Venezuelan oil imports would impact the margins of U.S. Gulf Coast refiners. Here is a brief update, to be followed by a feature article next week. Read More
Analyst Articles
The Bakken went from boom to bust a few years ago, but my trip through there this week showed plenty of signs that the area is coming back to life. Read More
North Dakota was thrust from relative obscurity into second place among U.S. oil producers as a result of the shale oil boom. This week I am paying a visit to the state. Read More
The EIA released its July Short-Term Energy Outlook, and the main takeaway for me is that U.S. oil producers continue to be too good at what they do. Read More
This week I am in Alaska, once the top oil-producing state in the U.S. Today I present a brief history of the importance of the oil industry to Alaska's citizens. Read More
The first half in the energy sector was brutal, but the portfolio performance held up pretty well. Here is a breakdown of the good and the bad. Read More
There were a couple of major announcements on electric vehicles over the past few days. I was invited on TV to address them. Read More
The first half is in the books. While oil and gas companies got hit pretty hard, the solar sector turned in a stellar performance. Read More
This week surging U.S. oil production - one of the key factors that have been keeping oil prices depressed - reversed direction. Read More
The recent slide in oil prices has created some interesting opportunities in the energy sector. Read More