On April 7 and 8, I attended the annual Energy Information Administration (EIA) conference in Washington, DC. The conference was expanded this year to a celebration of the agency’s 30th year as the statistical arm of the US Dept of Energy. Read More

We just attended a meeting and series of presentations hosted by Linn Energy’s (NSDQ: LINE) senior management. Future publications will feature a complete rundown of the proceedings, but in the interim, we’ll address some key developments on the partnership’s financial and business fronts. Read More

The Federal Reserves’ discount rate cut Aug. 17 granted the broader markets a temporary reprieve from the selling, but the picture remains unsettled at best. The action during the past few weeks has been driven by a classic credit panic; access to financing, even for high credit-quality corporate and consumer borrowers, all but disappeared. Read More

The past two weeks have marked the height of second quarter earnings season for the energy patch. Broadly, earnings from the group have been strong and, despite high expectations going into the reports, have managed to surprise to the upside. Read More

Just less than a year ago on July 26, 2006, I inaugurated my uranium field bet to play the long-term growth in nuclear power and the wave of demand for uranium to power these plants. The field bet has proven successful, up on average more than 100 percent since its inception and up 25 percent so far in 2007. Read More

The Energy Strategist Portfolios enjoyed a solid second quarter and are off to a good start in the first half of 2007. Read More

I’ve written about Germany’s attempts to promote renewable energy in general and wind power in particular on several occasions in this newsletter. The nation employed the use of a feed-in tariff structure... Read More

In the past six months, I've covered a variety of important themes in The Energy Strategist--everything from nuclear power and alternatives to traditional oil and gas exploration firms. As we head into summer, it's high time for a review and update of some of my favorite themes and companies. Read More

The news continues to turn bullish for the energy patch. US motor gasoline inventories are still far lower than average for this time of year as we head into the peak summer driving season. It's no wonder gasoline prices are soaring. Read More

Coal is far and away the world's most-important source of electric power and has been for decades. There are two good reasons for this: Coal is more abundant than oil or gas, and it's cheap. Read More

A year ago, investors and analysts couldn't have been much more bullish on the energy patch. After a nearly three years of solid growth from the group, investors started projecting double-digit growth forward years into the future. Read More

The Energy Strategist model Portfolios are off to a solid start for 2007. The income-oriented Proven Reserves Portfolio rallied more than 9 percent in the first quarter, buoyed by a solid showing for several of my recommended master limited partnership (MLP) recommendations. Read More

For close to seven months, global equity markets have been locked in a steady, nearly uninterrupted uptrend. That benign environment came to at least a temporary halt last week as Asian markets led a sudden, sharp selloff that spread quickly to infect just about every sector and industry subgroup the world over. Read More

Due to a slow-down in North American drilling activity, particularly in Canada, investors should focus on companies levered to international markets or very specific high-growth subindustries; however, there are still several promising plays in the field. Though overall demand for oil and gas, as well as agricultural products, continues to boom, no great bull markets are immune from the inevitable corrections. However, there are options strategies which can be used to protect your gains from these occasional slides. Read More

A review of the effects of the recent US economic slow down on the various sectors of the energy patch, particularly those leveraged to North America. Also includes a guest article by Gregg Early examining some new battery technologies and their potential far-reaching impacts on energy storage and fuel-efficient vehicles. Read More

Energy was one key focal point of the president’s State of the Union address last night. Among other points, Bush sought to promote the dramatic expansion of alternative energies and biofuels like ethanol. He even proposed increasing the target amount of ethanol and other biofuels mixed into US gasoline to… Read More

Due to the depletion of easy to exploit oil reserves, we will continue to see demand for deepwater drilling rigs rise as oil companies continue to explore the oceans. This will create more investment opportunities in in both rig operators and equipment suppliers. Read More

A review of some of the key calls and investment themes of 2006; the favorites of which remain nuclear power and biofuels. There is also a discussion of MLPs, one of the most-overlooked and misunderstood asset classes in the market today for income investors. Read More

The correction in the energy patch from May to September was vicious at times, but there is additional upside opportunity in both energy commodities and related stocks in the next few months. An in-depth look is taken at the Exploration and Production industry. Though many pundits feel it is too leveraged to oil and gas prices, there are some excellent plays in this field if you are selective. Platinum is also examined, as it is seeing wider demand due to its use in clean diesel filters. Read More

According to the International Energy Agency (IEA), the world will have to spend more than $20 trillion on energy infrastructure and development during the next 25 years just to meet growing worldwide demand. Read More