Oil & Energy Investor by Dr. Kent Moors

Trade Tiffs, U.S. Exports, and Asian LNG: Part I

by | published July 16th, 2019

As we move into the second half of 2019, one of the major revisions anticipated in the global energy market remains under pressure. This one expected U.S. natural gas producers to be occupying a pivotal position in meeting a rising Asian energy need.

Today, I will lay out the dimensions of this changing playing field, one that holds significant promise for energy investors. And on Thursday, I will lay out the current picture.

Asia is fast becoming ground zero in the fashioning of ongoing global energy demand.

In fact, all indicators point toward Asia comprising the primary demand generator worldwide for the next several decades.

Well, the American natural gas production sector has accelerated as promised, but it has also run into an international roadblock largely the result of Washington trade policy. This is what I will be discussing this week.

But first, the background…

The Situation Room: The Geopolitical Impact on Energy

by | published July 15th, 2019

Well, it’s been interesting in the energy world recently. And the geopolitical situation is even more interesting.

There are a number of things pertaining to the geopolitical climate these days – in particular, the Persian Gulf – that will have me occupied this week. As always, however, there’s much more than just straight geopolitics to keep me busy.

So, here are the top two situations I’ll be keeping an eye on this week…