Energy

Last week’s “Lemmings” blog letter, which I hope you didn’t miss, gives a great opportunity for a follow-up this week – with the avalanche of 1st quarter reports flooding in from US independent [...]

Watching the first quarter results float in from the large cap energy companies, I keep getting one image in my mind that I can’t shake: Lemmings going over a cliff. After all, only this image [...]

I won’t be able to help it – at least for this edition of the Energy Word Blog letter –  you’re going to get a deluge of links. My Lightning Round. The truth is, I was pretty sure we’d be [...]

What moved oil prices in the previous week? Geopolitics?  News?  OPEC?  Reports from major oil companies about earnings? Mideast violence? To those who find oil to be as complex as measuring all [...]

I know I scared the bejeezus out of the subscribers to my webinar this past Monday.  After being probably the strongest public bull on oil prices for the last year and basically imploring them to [...]

I’m a trader, not a journalist covering the energy space, nor a consultant or energy analyst. I don’t compete with either of these groups of experts. Their resources and access are far beyond [...]

The intersections of energy and our new President have met for the first time this week – like a pair of semis hitting each other at 70 miles per hour.  I’m talking about the “Energy [...]

Predicting the oil market is tough stuff, believe me. There’ll be a period of several years of price action when it seems obvious that oil just can’t go down – no way, no how. Suddenly, we’ve [...]

In early 2009, in the depths of the financial crisis and with oil trading in the 30’s, I did a segment on CNBC with Erin Burnett and the late Mark Haines.  (Oh, how I wish I could find that clip [...]