2011 World Energy Outlook for Oil

!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

According to the International Energy Agency’s (IEA) 2011 World Energy Outlook report, world demand for energy is set to increase 40% by 2035. China alone will account for 30% of demand growth consolidating

Continue reading 2011 World Energy Outlook for Oil

The Bet On Rising World Energy Consumption

!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

My bias towards oil and gas investments is really obvious when you look at my portfolio. Being in this sector is not only a question of personal preference; it is a solid

Continue reading The Bet On Rising World Energy Consumption

Libyan Oil to the Rescue? You Bet!

!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

Right before the Libyan war started, Libya was accounting for about 2% of the world’s daily oil demand with production hovering around 1.6 million barrels of oil per day in February. Not only

Continue reading Libyan Oil to the Rescue? You Bet!

Canadian Interest Rates: 2011-2012 Forecast

!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

With the federal reserves’ pledge to keep interest rates low until mid-2013, the cordon has closed around Canadian interest rates for the next 12 months in my opinion.  Mark Carney, the

Continue reading Canadian Interest Rates: 2011-2012 Forecast

NUTS! Staying The Course

!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

Even before the debt deal got to the president for signature, it was already so old news that the market was selling off on the next worry in line. I mean come on, we all knew

Continue reading NUTS! Staying The Course

Market Thoughts: US Debt Drama and Pinecrest Energy

!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

Talk about a dysfunctional government in the US; I have a feeling both political parties are riding a speeding car towards a cliff, none of them wants to die but

Continue reading Market Thoughts: US Debt Drama and Pinecrest Energy

Why Electric Cars Won’t Kill Oil Anytime Soon

!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

I came across an interesting article recently where Carlos Ghosn, CEO of Renault-Nissan Alliance, forecasts the number of EV vehicles sold in 2020 to comprise 10%.  It turns out

Continue reading Why Electric Cars Won’t Kill Oil Anytime Soon

Will Natural Gas Prices Determine the Fate of the US Nuclear Renaissance?

!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

I came across an interesting headline of a premium article with the following content:

The fate of the U.S. nuclear renaissance will be determined

Continue reading Will Natural Gas Prices Determine the Fate of the US Nuclear Renaissance?

Will Oil & Gas Stocks Rise Again?

!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

While this month has been a text book example of “Sell in May and go away” for commodity stocks, this year has also been a text book example of how consecutive black swan

Continue reading Will Oil & Gas Stocks Rise Again?

Did Silver Trigger the Commodity Sell Off?

!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

Silver prices dropped more than 25% in 1 week after receiving one hit after another as investors walked all over each other to exit their positions. What triggered this flight from commodities?

Continue reading Did Silver Trigger the Commodity Sell Off?