Your Best Play on Oil’s Move to Asia

by | published April 12th, 2017

I don’t usually do this, and it’s doubtful I ever will again. But Asia is quickly becoming the center of global oil demand, and it’s crucial that investors know how to profit. I recently showed my premium Energy Advantage members just how to do that – and they’re already up almost 15%. But this shift is changing energy markets so fundamentally, I had to show this recommendation to you too.

Our entry back into a range of U.S. oil and natural gas investments is awaiting the sluggish return of a workable production balance.

High-yield (i.e. junk) energy bonds now yield more than 20%, which is simply unsustainable.

And with oil trading in the $50s per barrel in New York, there will be another round of bankruptcies and consolidations in the sector.

This shakeup will make for some explosive plays.

But the current action remains on the demand side – which right now means Asia, where demand is concentrating.

In fact, the consumption of both energy as a whole and crude oil in particular are moving strongly to the continent.

Consistent indicators and analyses point toward this remaining the dominant trend for at least 20 years, if not more.

By the time we reach the next decade, India will be Asia’s main “energy dynamo.” But for now, China remains the primary driver in the region’s demand.

And that brings us to our newest play…

What Really Happens in an Intelligence “Scif”

by | published March 30th, 2017

The U.S. is just beginning an investigative process that may be more significant than any series of events since Watergate or Iran-Contra.

Events unfolding may have a major impact on the policy making apparatus and the balance of power inside the Beltway, as well as have profound global implications.

In all of this, almost without question, we will see effects on market pricing, cross-border transit, and international flash points. All three will have pervasive results for the energy sector.

But we are at a very early stage in all of this. So today I thought it useful to broaden our usual discussion and share, from personal experience, what actually happens when one employs a facility that is being bandied about these days.

I’m talking about the term “scif” (pronounced “skiff”). It’s been prominent in the news because of actions by the chairman of the House Intelligence Committee (reviewing documents on the White House grounds) and public interest in how the relevant congressional committees (the House Permanent Select Committee on Intelligence and the Senate Select Committee on Intelligence) review and oversee secure files.

What I’m hearing about scifs today has me concerned…