Investing Topics: US Energy Renaissance

Natural Gas: More of the Same

By Elliott H. Gue on Sep. 24, 2017

Nevertheless, our outlook has called for natural gas to remain volatile but range-bound, as spikes toward $3 per million British thermal units (mmBtu) will sow the seeds of their destruction by incentivizing production growth and prompt electric utilities to switch from gas to coal. Conversely, moves below $2 per mmBtu will encourage demand and prompt exploration and production companies to slow their drilling and completion activity.

The Outlook for the Petrochemical Chain (and Chlorine)

By Peter Staas on Sep. 16, 2017

Over the past several years, oil and gas companies’ overzealous production of natural gas and NGLs has restored the fortunes of domestic petrochemical producers.

Reviewing Midstream Energy IPOs

By Roger S. Conrad on Aug. 23, 2017

In an environment where energy prices remain lower for longer and short-cycle US onshore plays take market share, midstream MLPs with the best growth prospects remain some of our favorite picks. Do recent IPOs represent good investment opportunities?

Technology Trends in Midstream Energy Producers

By Roger S. Conrad on Aug. 20, 2017

Every earnings season, companies in the oil-field services industry highlight emerging technologies that can help upstream operators to improve their well productivity, boost operational efficiency and reduce per-barrel production costs. The current trends and new techniques are perhaps more important than ever given current prices.

Recent Upstream Energy IPOs

By Elliott H. Gue on Jul. 16, 2017

Despite the underperformance of SPDR Oil & Gas Exploration & Production (NYSE: XOP) this year because of concerns about the outlook for energy prices and surging US production, several upstream operators have completed initial public offerings and more remain on the docket. Here are our takes.

Look to the Midstream for Protection and Opportunity

By Elliott H. Gue on Jun. 28, 2017

Given the uncertainty and volatility in the energy sector, we prefer midstream names that offer the best leverage to volumetric growth stories and have the balance sheet strength to pursue joint ventures with cash-strapped rivals.

Our First Real Look At Trump’s Energy Policy

By Roger S. Conrad on Feb. 24, 2017

ARPA-E's Energy Innovation Summit, which takes place next week, could give us early insights into President Trump's energy policies.

A Niche Energy Opportunity

By Peter Staas on Feb. 12, 2017

US petrochemical capacity will expand significantly over the next few years, creating a massive growth opportunity for one of our favorite master limited partnerships.

US Oil Production Shifting Into Growth Mode

By Peter Staas on Feb. 12, 2017

US natural-gas exports to Mexico will continue to grow over the next five years, creating opportunities for investors north and south of the border.

New Energy

By Elliott H. Gue on Jan. 19, 2017

The big story for energy markets in the first half of 2017 will be a stronger-than-expected surge in US shale oil production that keeps the lid on global oil prices. To take advantage, we’re adding a midstream processing and pipeline company to the portfolio.

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INVESTING EXPERTS

Elliott H. Gue

Founder and Chief Editor:
Capitalist Times and
Energy & Income Advisor
Roger S. Conrad

Founder and Chief Editor:
Capitalist Times and
Energy & Income Advisor
Yiannis G. Mostrous

Editor: Capitalist Times

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