Archives
The Energy Letter
Back to Iraq
- Ezine
- March 11, 2010
Producers will earn below average returns on Iraqi contracts but will need to spend big on services to meet their contractual goals.
Popping the Green Bubble
- Ezine
- February 24, 2010
Widely hyped solar and wind power companies have handily underperformed the broader markets and the energy sector as a whole so far this year. One reason for that is simple politics: Alternatives are completely dependent on government subsidies and mandates for growth.
Tempest in a Teapot
- Ezine
- February 10, 2010
The controversy about hydraulic fracturing leads some investors to believe that Congress is ready to ban the technique. But these fears are overblown.
The Century for Natural Gas
- Ezine
- January 27, 2010
Coal and oil will remain key energy commodities well into the 21st century, but I expect natural gas to increase its share of the global energy mix substantially.
Spare Some Crude?
- Ezine
- January 13, 2010
I expect oil prices to top USD100 per barrel this year and reaching record highs at some point in 2011.
Down Mexico Way: Oil and Politics South of the Border
- Ezine
- December 30, 2009
Geology is at the heart of the decline in Mexican oil production and revenues, but political factors further complicate these challenges.
Coal's Bright Future
- Ezine
- December 9, 2009
While the US coal market is far from dead, the international coal market is positively booming. Here's how to profit.
Reaching for Yields with MLPs
- Ezine
- November 11, 2009
In a market where most income-oriented groups offer near record-low yields, investors are starving for income. All MLPs offer market-beating distributions, as well as attractive tax advantages, but fight the temptation to blindly reach for the highest yields.
EPS and MLPs
- Ezine
- October 28, 2009
In the case of master limited partnerships (MLPs), focusing on earnings per unit--the MLP equivalent of EPS--not only provides an incomplete picture of a company's health but it's also downright misleading.
Profits in the Golden Triangle
- Ezine
- October 15, 2009
To profit from the boom in deepwater spending, focus on Brazil, my favorite region in The Deepwater Golden Triangle.