Every Wednesday at 10:30 am, the Energy Information Agency releases oil market statistics. As oil prices were climbing in 2007 and early 2008, traders would eagerly await this data. But with crude’s slide since last July the energy report has taken a back seat to other statistics, such as unemployment… Read More

It would seem that our timing in starting this publication couldn’t have been worse. When we put our first issue to bed crude oil was trading around $115 a barrel and headed south. The Commodity Research Bureau Index (CRB) was quoted around 400 and was in the early stage of… Read More

As we discussed in the January 15 issue, with the world economy in recession, base metals prices have come down a lot, more so for copper than many others. Indeed, copper is one of the most economically sensitive metals and it has seen a 60 percent decline since its high… Read More

The focus of this service is to provide detailed analysis of peak oil and commodities along with attractive short- and long-term investments in the sector. We base our long-term outlook on considerable fundamental research. As you know, we’ve written books on the subject of the impact of global growth in… Read More

Stocks covered in this issue:Schlumberger (SLB) ConocoPhilips (COP)Gazprom (OGZPY) Nabors Industries (NBR)Continental Resources (CLR)  We thought we’d kick off this issue with a quick question to see if you’ve been paying attention: Given a choice between two safes that could not be opened for three years, one containing a… Read More

Oilfield service giant Schlumberger reported a nasty fourth quarter last week, and management had less than rosy comments about their expectations for 2009. But rather than selling off on the news, the stock jumped more than 10 percent the day the announcement was made. The company reported a 17 percent drop… Read More

 Natural gas is flowing once again in pipelines from Russia to the rest of Europe. In North America, a somewhat cooler winter heating season has not been enough to offset the drop-off in industrial and utility demand to prevent a build in natural gas supplies. Click to enlargeNat gas prices… Read More

 With weakness in commodities markets and the reduction in capital expenditures in the energy sector resulting in projects being delayed or canceled, the battle for U.S. energy independence seems to be loosing momentum. There are, however, companies that continue to soldier on, fighting the good fight. One such company is… Read More

Stocks are in the process of retesting their November lows. Chances are they’ll probe those lows and then bounce back. If they fail to hold those lows around 7500 on the Dow Industrials, however, technicians will tell you we’re in for a good deal more selling, perhaps taking us… Read More

NovaGold Resources (NG)Gabriel Resources (GBU.TO)Raytheon (RTN)Northrop Grumman (NOC)PowerShares Aerospace and Defense (PPA)  Stocks covered in this issue. Contrary to what you might think, today’s low oil prices are every bit as dangerous as high oil prices. We say this because the market is overlooking just how high the stakes are in… Read More