The Companies Poised to Profit From the New Energy Power Balance

by | published June 25th, 2015

As we await the next chapter in the ongoing Greek debt mess, something of interest is happening here in the U.S.

For the first time in my memory (which goes back more than four decades in this business), the normal supply-and-demand trade-off has been fundamentally altered.

As I have explained on several occasions in Oil & Energy Investor, energy debt matters will hamper some U.S. producers, while the inability to replace volume extracted due to the expenses incurred exceeding the wellhead profits will cause significant problems for others.  

Put simply, some companies are going out of business. Either other corporations will acquire their assets (including producing wells and land leases) in what is shaping up as a major new M&A cycle or they will simply go bust.

We have talked before about the opportunities for the investor from this cycle. Today, however, I want to emphasize something else that is having a more direct impact on how you should be selecting your investment targets moving forward.

Here’s where the best opportunities are going to arise…

Three Ways a Greek Debt Settlement Will Affect the Energy Sector

by | published June 23rd, 2015

There are now rising indications that the Greek government and its creditors are going to avert a full-blown financial meltdown…

And this means there are some positive developments coming for the energy sector.

As I have been noting over the past couple of weeks, whatever emerges at the 11th hour will be at best merely another thumb in the dike. Completing the metaphor: Nobody has any actual plans to repair the leaking levee.

But at this point, the market will take what it can get.

Here’s what needs to happen in Greece… and how it will affect the energy sector…