Latest Development in the Energy Balance

by | published September 5th, 2017

On several occasions here in Oil & Energy Investor, I have discussed the emerging energy balance and how it is already providing you with some very nice investment plays.

That balance involves two related advances.

The first is an expansion in the number of reliable (and distinct) energy sources. The second addresses the extent to which these sources provide a genuine interchangeable network of availability from such sources.

The rise of renewable sources (solar, wind, biofuel, even geothermal) has been the most visible manifestation of the developing balance. But the crucial element to remember is the balance nature of it all.

As we have noted in Oil & Energy Investor on numerous occasions in the past, this is not an exercise in finding a silver bullet to wean the market from a dependence on any particular energy source – such as crude oil.

The rise of renewables may change the dynamics of the mix but the absolute replacement of an energy source is not the target.

The One Number That Shows Oil Prices are About to Jump

by | published August 25th, 2017

As the market price for crude oil again flirts with $50 a barrel in New York and $53 in London, there’s a much more important oil-price bellwether that’s being ignored.

It’s crucial to predicting where oil prices are headed.

Whenever this number is high, oil prices tend to surge.

And it’s not been this high in two years