Several pundits attributed yesterday's spike in oil prices to the recognition that the fight against ISIS in Iraq-Syria will be a long one. As usual, the 30-second TV wonders missed the boat.
Of course, the ongoing chaos in the Middle East is certainly a factor. To the extent that oil traders begin to calculate its impact into their risk models, there will be an effect.
However, when it comes to what actually moves oil prices, these three major price influences are more important…
U.S. Crude Oil Exports Will Be a Boon for These Shipping Stocks
For 40 years, U.S. crude oil exports were illegal. For shipping companies, that ban meant billions in potential revenue were out of reach.
But with the export ban thawing, shipping companies are starting to ramp up for the coming U.S. oil export boom.With this new loophole, their stocks are poised to boom as well…
These Coal Stocks Are Rising Thanks to New EPA Rules
A select group of coal stocks just got a boost from the Environmental Protection Agency.
The EPA is requiring that all coal-fired generating facilities introduce sulfur scrubbers to decrease the amount of sulfur dioxide pollution entering the atmosphere, with the effect of encouraging the use of "dirtier" coal from the Illinois Basin at the expense of higher-grade Appalachian coal.This is a great opportunity for investors - and here's one of the best ways to profit from this industry change.
Four Oil Stocks to Buy to Play the Permian Basin Oil Boom
They called the Permian Basin the mother of all busts and buried it three decades ago - but they couldn't have been more wrong. Today, 27% of all of the oil rigs in the United States are currently operating in the Permian Basin.The best oil stocks to buy to play the Permian are the smaller companies that exclusively or primarily depend on the Permian for their profits - like these four...
Uranium Prices Will Head Higher Due to This Supply Crunch
With nuclear power bouncing back worldwide, and the number of global uranium mines declining, the signs are building that uranium prices are poised to head higher.
After stabilizing under $30 per pound, prices have begun to rebound, posting their largest gain in more than 30 months. Since Aug. 4, the cost of uranium has climbed by 13.91%.But that could be just the beginning of the move...
It's the Lack of Energy That Shapes the World (and Moves the Markets)
As everyone remains focused on the price of crude, the wider energy market is headed for a serious shortfall.
In fact, in the course of my global work, it's impossible not to recognize there is a new energy crisis quickly developing in other parts of the world.
This is not a rising Armageddon, the end of the world as we know it, or some script for a survivalist thriller.
But it is another dramatic example of how the lack of energy shapes the world...
In this case, the supply of oil and gas is still adequate and trade is on the upswing. The rising problem has to do with energy availability.
In certain areas of the world, the generation and distribution of energy is beginning to morph into a bona fide crisis. In short, the infrastructure in place is simply not enough to reliably keep the lights on.
For investors, these shortfalls will provide significant opportunities to profit.
Let me explain...Read More...
U.S. LNG Exports Have "the Power to Change the World" – and Make Fortunes
The Panama Canal is getting a makeover that will allow it to accommodate ships as long as three football fields, with the capacity to carry almost three times the amount of cargo.
Once completed, the "new" canal will help jump-start U.S. LNG energy exports to Asian countries.It's just one of two catalysts that will transform the United States into one of the world's biggest energy exporters - and investing in LNG will get a big boost as a result...
How to Invest Like Warren Buffett in the U.S. Energy Revolution
In our Aug. 11 Private Briefing report "What Does This 'Mysterious Signal' Tell Us About CB&I?" we said we suspected that super-investor Warren Buffett would use the sell-off in Chicago Bridge & Iron to boost his stake in the Netherlands-based infrastructure specialist.
That's exactly what happened.Here's why and here's how to profit by following the same techniques...
Energy Investing: Why King Coal Is Bigger Than Oil or Gas
Energy Investing Update: Lost in the debate about exporting U.S. oil and natural gas is any mention of America's greatest energy export: coal.
And while legislators and environmentalists argue over pipelines, refineries, and trade agreements in the oil and natural gas industries, the United States sends tons of coal to eager customers all over the globe.Coal usage is at a 45-year peak, and Europe and Asia will take every ounce we can export...
What the Kinder Morgan (NYSE: KMI) Deal Means for Master Limited Partnerships
With its bombshell consolidation announcement, Kinder Morgan Inc. (NYSE: KMI) has suddenly become the third-largest energy company in America.
In a $71 billion deal, Kinder Morgan is bringing all of its publicly traded companies under one roof as a single C-corporation.Does this massive consolidation mark the end of master limited partnerships (MLPs) as a main driver in the energy sector?
How to Invest in Pipelines for Maximum Profits
The first oil pipeline consisted of lengths of 2-inch wrought iron pipe that ran five miles, from a Pennsylvania oil field to a train station in Oil Creek.
Oil pipelines have changed how and where oil is found, refined, and sold and have turned America into one of the world's leading oil producers.Most importantly for investors, they don’t just pump oil, they pump profits – profits that are there for the taking for those who know how to invest in these pipelines…
How to Invest in the Looming Propane Crunch
In the countryside, propane heats more than 6 million homes, fuels equipment and vehicle fleets, and is instrumental on farms for drying grain for storage.
Like any fuel, it's susceptible to shortages that cause strain on entire rural communities and raises prices in supermarkets across the country.Another tough winter for propane is taking shape. And shortages like these have the potential to create serious windfalls – if you know how to invest…
What Thomas Piketty's Best Seller Has to Do with Investing in Energy
No one would have ever thought that a 700-page book on economics like Thomas Piketty's Capital in the Twenty-First Century would hit the best-seller lists and become a lightning rod for political controversy.
What does Piketty's Capital in the Twenty-First Century have to do with making money in energy? A lot more than you might think.You can't make big money investing in energy without understanding how it works...
Will the Energy Crisis Hit Home This Winter?
It's hard to imagine as we swelter in the summer heat, but many countries are going to be in real trouble this winter. Wars, rebel activities, and geopolitical struggles will mean a possible energy shortage throughout Europe and Asia.
It's one thing to watch these struggles from afar. It's something else entirely when it hits closer to home.And this winter, there may be a genuine energy crisis in New England...
How to Make Money from America's Oil Boom
Energy investing update: The amount of oil produced in the U.S. has skyrocketed more than 50% over the last six years.
Now small towns all across America are filling with a new breed of millionaires who have learned how to make money from this boom. But it isn't the major oil companies leading the way. According to a new report, the fastest-growing oil companies in America are the smaller outfits.And these oil stocks are rising as quickly as their reputations...
The Wild Card in the Ongoing Global Energy Crisis
The conflict in Iraq is escalating beyond all hope of control - and it's impacting a huge number of investments worldwide. So we reached out to Dr. Kent Moors, one of very few people who've advised both the Kurdish regional and Iraqi federal governments.
What he told us was incredible, bringing crystal clarity to what had been an extremely murky picture.
More importantly, Kent's showed us a way forward through the supply crisis, and, as we'll see shortly, a way to profit from it.Here's Kent...