energy rebalancing Archives
Viewing articles tagged ‘energy rebalancing’

Part Two: How to Profit as the Energy Balance Shifts

by Dr. Kent Moors | published January 9th, 2014

On Tuesday, I told you how “energy rebalancing” is going to hand us some profitable new opportunities this year.

In Part One, I introduced you to three different dimensions of this unstoppable trend, but I focused only on the big changes happening in the energy network.

Several of the examples I used were global in nature and provide a great segue into the final two dimensions of energy rebalancing: The changing geographic considerations and financial arrangements.

Of course, “geographic considerations” refers to location.

And the three I mentioned on Tuesday – the Russian ESPO pipeline, European imports of liquefied natural gas (LNG), and China’s rapidly expanding presence in the South American energy picture – are perfect examples of the evolving geographic picture.

Yet, the geographic also introduces two other main elements.

That includes a dramatic shift in the balancing point in global energy markets, which means that where the demand is will drive the energy markets.

In this case, demand has moved significantly from North America and Western Europe to the developing world in general… and Asia in particular.

This trend will become even more pronounced in 2014…

Why “Energy Rebalancing” Means Huge Profits This Year

by Dr. Kent Moors | published January 7th, 2014

Marina and I have a little less than a week left on the island before we head back to the mainland. I hope our pipes haven’t frozen back in Pittsburgh!

As we head home to begin the New Year, there are several new wrinkles in the energy market that I have my eye on.

And as always, I’m looking for new ways to profit from them.

These new wrinkles revolve around what I call the “energy balance” – and its changing fast.

It involves big shifts in sourcing and systems that will combine with some major revisions in finance that will alter the landscape for investors.

It’s not about new energy breakthroughs or big oil discoveries. And it’s certainly not about entirely new structures.

Rather, it’s about the accelerating changes in elements you’re familiar with.

Think of it, if you will, as a “rebalancing” of what already exists.

It’s an unstoppable trend that promises to hand us huge profits…