Postcards from the florida republic An independent and profitable state of mind. Who in the hell goes to college and says, “You know what? I want to be a carbon bureaucrat when I grow up. I want to make unscientific recommendations… that no logical engineer would take seriously… I want to destroy economies in […]Green Energy
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Are They Trying to Collapse America’s Standard of Living?
Postcards from the florida republic An independent and profitable state of mind. Who in the hell goes to college and says, “You know what? I want to be a carbon bureaucrat when I grow up. I want to make unscientific recommendations… that no logical engineer would take seriously… I want to destroy economies in […]Watch Out: The Lawyers and Lizards Just Might Win This Thing
Postcards from the florida republic: An independent and profitable state of mind. The United States is not a serious nation. If it were a business, you shouldn't invest. Last Friday, while you were buying hot dogs and hamburgers, preparing for a holiday to celebrate our independence, we experienced another bout of dirigisme – and a bid to choke […]What's Really reducing Carbon Emissions in America? (Hint: It's Not Obama)
President Obama this week declared war on coal when he announced that he'll sidestep Congress and address the "manufactured" climate change crisis through regulatory fiat. He wants to establish himself as the eco-warrior to appease his left-wing environmental base.
His global warming crusade will cost the U.S. thousands of jobs and impose higher electricity bills across the land. All in the name of pandering to junk climate science.
Obama also sent the decision to build the Keystone Pipeline back to the State Department for yet another round of assessments. He ordered State Department not to approve the pipeline, which transmits Canadian Oil Sands to U.S. refineries, if it adds to net carbon emissions.
While the President is currently writing new rules that will make it harder for existing coal-fired power plants to operate, adding significant costs and effectively destroying tens of thousands of jobs in the coal sector and its supply chains, these plans are being sold as effective government action to address rising carbon emissions in the United States.
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New Arab Spring Could Breed Chaos in the Energy Markets
As Dr. Kent Moors explains, growing unrest means Pakistan is now ground zero when it comes to energy markets in the Middle East. Read more...
Russia: The Greatest Threat to the Energy Markets
There's an old saying, "The more things change, the more they stay the same."
And modern Russia a perfect example of this saying. And this move to the past autocratic methods is creating a very unstable future for the energy markets.
Dr. Moors explains the warning signs in Moscow that are making energy traders start to worry.
To find out what's happening and what it means to you, read on...
Three Hidden Water Costs That Promise to Boost Energy Prices
On average it takes 4.4 million gallons of water to “frack” a well. As Dr. Kent Moors explains, that has big consequences for energy prices. Read more...
The Next Big Change in the Energy Markets
The energy market is rapidly changing. Dr. Kent Moors explains how to hedge your oil and gas stocks with this simple "insurance policy." Read more...
How to Play by the Rules and Beat the Tax Man with MLPs
Paying taxes is about a pleasurable as a root canal. But as Dr. Kent Moors explains, you can ease the pain by investing in Master Limited Partnerships, or MLPs. Here's how.
This Shifting Balance Will Have a Huge Impact on Energy Investors
As the new balance emerges, we will see a realignment of global energy prices. And both the sourcing and use of energy will open up significant opportunities worldwide. Here's what's causing the shift.
Why I Cancelled Everything in Germany and Took the Next Flight to Dubai
Something big unfolded on my trip to Frankfurt last week.
It began with meetings in Germany over natural gas prices. They morphed into a discussion on how government subsidies affect energy prices. Our conversation turned to a recent IMF report that criticized taxes on energy - specifically pre-tax concessions - those provided by governments to producers in oil exporting countries.
That led four of us to drop everything in Germany and fly to Dubai, so we could hash out the matter firsthand with some of the folks responsible for those tax benefits.
What we learned there could change everything in the global energy markets and have huge consequences for energy investors around the world.
Remember, you heard it here first…
Investing in Clean Energy Stocks Just Got More Risky
Despite its promising future, clean energy stocks have proved to be an investing minefield.
Even China-based clean energy stocks are no longer a safe haven. Yesterday (Monday) Suntech Power Holdings Co. Ltd. (NYSE ADR: STP) defaulted on its debt.
Heavy losses caused by plummeting prices for solar panels - which fell 73% from 2010 to 2012 - left Suntech unable to make the payment on a $541 million bond that was due Friday.
The news caused Suntech stock, already down 80% over the past year, to slip another 10%.
While numerous U.S. renewable energy companies have faltered, most notably the 2011 bankruptcy of solar panel maker Solyndra, Suntech is the first Chinese clean energy company that could go under.
What's new is a reluctance on the part of the Chinese government to keep pouring subsidies into money-losing companies.
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Watch What Carl Icahn Does to These Energy Stocks
Energy stocks have been largely left behind in the recent stock market rally - except for those with interest from activist investors like Carl Icahn.
You see, concerns about global demand as well as political pressure to focus on alternative energy have weighed on energy stocks. So have the low price and oversupply conditions in the natural gas markets.
Many of these energy stocks trade at what seem to be very low prices compared with the assets owned by the corporations and their future prospects.
This has attracted the attention of many activist investors looking to force the share price to unlock the real value of the underlying corporation.
One of the best-known activist investors, Carl Icahn, has accumulated several positions in leading energy companies in the past year because of low prices and under-valuations.
Take, for example, what Icahn's done with CVR Energy Inc. (NYSE: CVI).
Icahn owns 83% of CVR, a refiner that has seen its stock price soar recently as refining margins have improved. The company also has a fertilizer business that is a major beneficiary of lower natural gas prices.
The stock has better than doubled in the past year so it would be foolish for investors to chase the shares now.
But CVR does serve as an example of the sizable returns Icahn is looking to achieve in his foray into additional energy investments, like the following two stocks he's been accumulating.
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Why Oil Refiners Are Among the Best Energy Stocks to Buy Now
Shale oil production continues its upward path, increasing overall U.S. oil production and making specific groups of energy stocks among the best to buy right now.
In fact, the U.S. Energy Information Agency (EIA) reported last month that domestic oil production surpassed the 7 million barrel a day level, the highest point in nearly 20 years. Production this year, the EIA says, will rise by another 14%.
This is obviously good news for the companies producing that oil, and it gets even better. Many industries outside the energy sector, including chemicals and railroads, have benefited from the shale boom.
But there is one subsector in the energy industry that has reaped the rewards of plentiful oil from the Bakken and other areas more than any other, and that's the refining industry.
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The Next (Energy) Revolution Starts Here
There are few times in life when you stand on at the beginning of a truly revolutionary change. This is one of those moments. Here's what's driving it.
Three Reasons Why the Energy "Experts" are Wrong
Last week, we got another batch of oversimplificated "reasons" to explain a significant decline in energy stocks. Excuses ranged from declining demand to shale oil and gas gluts to a general market Armageddon. Now here's the truth.