Connecting The Dots: Oil, Divorce, And Bear Markets
Tony Sagami - Seeking Alpha - Wed Mar 11, 6:48AM CDT
Everybody loves a parade. I sure did when I was a child, but I'm paying attention to a very different type of parade today. The parade that I'm talking about is the long, long parade of businesses in the oil industry that are cutting jobs, laying...
USO: 16.43 (+0.35), DBE: 15.93 (+0.17), UCO: 6.50 (+0.26), OLO: 6.80 (+0.05), DTO: 115.21 (-3.60), RGRE: 15.79 (-0.52), BNO: 20.47 (+0.31), UWTI: 2.07 (+0.13), UBN: 9.15 (+0.11), SCO: 93.38 (-4.24), RJN: 3.52 (+0.04), SZO: 73.00 (-1.95), DNO: 63.87 (-1.37), DBO: 13.39 (+0.22), OIL: 9.79 (+0.22), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), OLEM: 22.25 (+0.59), XME: 26.64 (+0.36), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
New E.U. Energy Union Aimed At Breaking Dependence On Russia
Global Risk Insights - at Seeking Alpha - Sat Mar 07, 2:00PM CST
The recently announced Energy Union proposal is largely aimed at reducing the EU's dependence on Russian gas. However, the proposed measures are unlikely to bring about the desired results. On February 25, the European Commission presented its...
DBE: 15.93 (+0.17), RGRE: 15.79 (-0.52), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), UBN: 9.15 (+0.11), RJN: 3.52 (+0.04)
Beware Of Persistently Inflated Energy Engineering NAVs
SeekingArbs - at Seeking Alpha - Mon Feb 23, 2:18AM CST
DBE: 15.93 (+0.17), RGRE: 15.79 (-0.52), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), UBN: 9.15 (+0.11), RJN: 3.52 (+0.04)
BP Energy Outlook 2035 Shows More Work Needs To Be Done On Carbon Reduction
MetalMiner - Seeking Alpha - Fri Feb 20, 5:15AM CST
By Stuart Burns This graph illustrates the extent to which BP's Energy Outlook 2035 sees renewable energy sources having a meaningful impact in the years ahead. (click to enlarge) Source: BP Although coal and oil will decline relative...
PBD: 12.67 (+0.18), DBE: 15.93 (+0.17), USO: 16.43 (+0.35), RGRE: 15.79 (-0.52), KOL: 13.50 (+0.13), UBN: 9.15 (+0.11), RJN: 3.52 (+0.04), PZD: 30.77 (+0.49), ICLN: 11.80 (+0.20), GRN: 8.43 (+0.20), OIL: 9.79 (+0.22), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), GEX: 58.92 (+0.83)
BP Report Outlines Our Not-So-Low Carbon Future
MetalMiner - Seeking Alpha - Thu Feb 19, 5:18AM CST
By Stuart Burns Whether you are a fully signed-up member of the Armageddon-is-just-around-the-corner-due-to-global-warming camp or a complete naysayer is, with all due respect to most of us in either camp, irrelevant. The point is those that form...
DBE: 15.93 (+0.17), RGRE: 15.79 (-0.52), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), UBN: 9.15 (+0.11), RJN: 3.52 (+0.04)
Outlook On Energy
NYU Finance Society - Seeking Alpha - Wed Feb 18, 6:11AM CST
By Angela Li of NYU Finance Society According to BP , US oil output will slow down in the upcoming years, leading to an unparalleled demand for OPEC's crude oil. Its 2015 edition of its Energy Outlook forecasts a rapid growth of the shale industry...
DBE: 15.93 (+0.17), RGRE: 15.79 (-0.52), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), UBN: 9.15 (+0.11), RJN: 3.52 (+0.04)
EIA's February Short-Term Energy Outlook Is Meaningless
Adrian Wong - at Seeking Alpha - Sun Feb 15, 12:09PM CST
Source: EIA's Short-Term Energy Outlook EIA's Short-Term Energy Outlook released this week. You can see from the chart above that crude oil prices and production barely budged from last month, making this updated EIA report meaningless for changes...
DBE: 15.93 (+0.17), RGRE: 15.79 (-0.52), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), UBN: 9.15 (+0.11), XLE: 76.91 (+0.60), RJN: 3.52 (+0.04)
Fossilized Asset Allocation Still Mis-Pricing Energy And Risk
Hazel Henderson - at Seeking Alpha - Thu Jan 22, 8:12AM CST
FUE: 7.89 (unch), DBE: 15.93 (+0.17), GRN: 8.43 (+0.20), RGRE: 15.79 (-0.52), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), UBN: 9.15 (+0.11), RJN: 3.52 (+0.04), UHN: 21.04 (-0.08)
Energy lags as crude pulls back following storage data
Seeking Alpha - at Seeking Alpha - Wed Jan 14, 10:13AM CST
KOLD: 77.78 (+1.48), OLO: 6.80 (+0.05), UNG: 14.10 (-0.16), XOM: 84.54 (+0.13), BNO: 20.47 (+0.31), UGA: 35.09 (+0.27), UBN: 9.15 (+0.11), DNO: 63.87 (-1.37), DGAZ: 6.53 (+0.19), OIL: 9.79 (+0.22), UGAZ: 2.74 (-0.07), BOIL: 12.94 (-0.22), GAZ: 1.40 (+0.05), ONG: 22.78 (-1.41), BP: 40.10 (+1.13), UNL: 13.13 (-0.08), JJE: 9.37 (+0.12), OLEM: 22.25 (+0.59), XLE: 76.91 (+0.60), DCNG: 21.20 (+0.72), DBE: 15.93 (+0.17), USO: 16.43 (+0.35), TWTI: 20.51 (+0.19), UCO: 6.50 (+0.26), DTO: 115.21 (-3.60), RGRE: 15.79 (-0.52), COP: 63.84 (+1.08), UWTI: 2.07 (+0.13), SCO: 93.38 (-4.24), RJN: 3.52 (+0.04), RDS.A: 61.53 (+1.33), SZO: 73.00 (-1.95), TOT: 50.65 (+1.87), DBO: 13.39 (+0.22), CVX: 107.03 (+2.28), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
Oil, Markets, Volatility
David Kotok - Seeking Alpha - Sun Jan 11, 4:03AM CST
Editor's note: Originally published on January 6, 2015 Sharply lower oil prices have occasioned a huge discussion about their impact. We see it play out daily in newspapers, on TV and radio, at websites, on blogs, and in market letters. The range...
USO: 16.43 (+0.35), DBE: 15.93 (+0.17), UCO: 6.50 (+0.26), OLO: 6.80 (+0.05), DTO: 115.21 (-3.60), RGRE: 15.79 (-0.52), BNO: 20.47 (+0.31), UWTI: 2.07 (+0.13), UBN: 9.15 (+0.11), SCO: 93.38 (-4.24), RJN: 3.52 (+0.04), SZO: 73.00 (-1.95), DBO: 13.39 (+0.22), DNO: 63.87 (-1.37), OIL: 9.79 (+0.22), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), OLEM: 22.25 (+0.59), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
My Top 10 Energy Charts Of The Year For 2014
Mark J. Perry - Seeking Alpha - Tue Jan 06, 8:39AM CST
(click to enlarge) 1. US Natural Gas and Crude Oil Production . Thanks to America's shale revolution made possible by revolutionary "Made in the USA" drilling technologies, America's combined oil and natural gas output is on track...
USO: 16.43 (+0.35), DBE: 15.93 (+0.17), TWTI: 20.51 (+0.19), UCO: 6.50 (+0.26), OLO: 6.80 (+0.05), DTO: 115.21 (-3.60), RGRE: 15.79 (-0.52), BNO: 20.47 (+0.31), UWTI: 2.07 (+0.13), UBN: 9.15 (+0.11), SCO: 93.38 (-4.24), RJN: 3.52 (+0.04), SZO: 73.00 (-1.95), DBO: 13.39 (+0.22), DNO: 63.87 (-1.37), OIL: 9.79 (+0.22), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), OLEM: 22.25 (+0.59), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
Energy Price Declines Not Limited To Oil
Sober Look - Seeking Alpha - Mon Jan 05, 1:22PM CST
With all the focus on falling crude oil prices (chart below) as well as sharp reductions in the cost of gasoline (including retail ), jet fuel , and heating oil, it's easy to miss the fact that prices of other energy products have been hit quite...
KOLD: 77.78 (+1.48), OLO: 6.80 (+0.05), UNG: 14.10 (-0.16), BNO: 20.47 (+0.31), UGA: 35.09 (+0.27), UBN: 9.15 (+0.11), DGAZ: 6.53 (+0.19), DNO: 63.87 (-1.37), OIL: 9.79 (+0.22), GAZ: 1.40 (+0.05), BOIL: 12.94 (-0.22), UGAZ: 2.74 (-0.07), ONG: 22.78 (-1.41), UNL: 13.13 (-0.08), JJE: 9.37 (+0.12), OLEM: 22.25 (+0.59), UHN: 21.04 (-0.08), DCNG: 21.20 (+0.72), USO: 16.43 (+0.35), DBE: 15.93 (+0.17), TWTI: 20.51 (+0.19), UCO: 6.50 (+0.26), DTO: 115.21 (-3.60), RGRE: 15.79 (-0.52), UWTI: 2.07 (+0.13), SCO: 93.38 (-4.24), RJN: 3.52 (+0.04), FUE: 7.89 (unch), SZO: 73.00 (-1.95), DBO: 13.39 (+0.22), GRN: 8.43 (+0.20), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
Argentina's Uncertain Energy Future
Global Risk Insights - Seeking Alpha - Wed Dec 31, 7:49AM CST
Despite natural resource potential and recent policy changes to encourage investment, Argentina faces challenges in the energy sector as global oil prices are low, investor confidence remains shaky, and neighboring countries offer a less risky...
DBE: 15.93 (+0.17), USO: 16.43 (+0.35), ARGT: 21.97 (+0.49), RGRE: 15.79 (-0.52), ONG: 22.78 (-1.41), YPF: 29.55 (+0.88), JJE: 9.37 (+0.12), UBN: 9.15 (+0.11), RJN: 3.52 (+0.04)
Cheap Oil And The Next Economy
Garvin Jabusch - Seeking Alpha - Fri Dec 26, 5:05AM CST
Next economics posits that for the global economy and earth's tolerances/carrying capacities to run in a mutually tolerable equilibrium, we must continue to make rapid advances in economic efficiencies in all sectors. For 7.3 billion of us (and...
FUE: 7.89 (unch), DBE: 15.93 (+0.17), RGRE: 15.79 (-0.52), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), UBN: 9.15 (+0.11), RJN: 3.52 (+0.04)
Energy 'Crisis' Is A Drop In The Bucket
Calafia Beach Pundit - Seeking Alpha - Thu Dec 25, 8:08AM CST
This year's plunge in oil and natural gas prices - oil down almost 50% and natural gas down 35% - sparked fears that defaults on energy-related debt could trigger a broad-based economic slowdown and/or financial crisis. Those fears have largely...
DBE: 15.93 (+0.17), RGRE: 15.79 (-0.52), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), UBN: 9.15 (+0.11), RJN: 3.52 (+0.04)
Commodity Darwinism: Strong Hands Emerge
Andrew Hecht - Seeking Alpha - Tue Dec 23, 5:28AM CST
2014 has been a rough year in the commodity sector. Commodity prices are cyclical and history, in this sector, tends to repeat itself. Commodities are volatile assets; they are highly sensitive to changes in supply and demand. Historical volatility...
DAG: 4.39 (+0.27), UBN: 9.15 (+0.11), UBM: 14.57 (-0.13), JJP: 56.85 (+1.25), BDG: 16.15 (unch), TAGS: 28.51 (-0.02), UAG: 19.78 (unch), JJM: 26.07 (+0.95), BDD: 6.60 (unch), AGF: 12.22 (unch), RJZ: 7.83 (+0.23), ONG: 22.78 (-1.41), BLNG: 30.80 (-1.60), JJE: 9.37 (+0.12), JJA: 38.67 (+0.80), AGA: 27.92 (-0.73), DBE: 15.93 (+0.17), HEVY: 28.50 (-0.23), DBB: 15.19 (+0.30), RGRA: 18.28 (+0.21), DBA: 22.55 (+0.29), USMI: 18.40 (-0.46), ADZ: 33.50 (unch), BOM: 16.09 (-0.91), RGRE: 15.79 (-0.52), USAG: 20.31 (+0.09), GLTR: 61.41 (+1.07), RGRI: 20.52 (unch), BOS: 24.00 (-0.27), RJN: 3.52 (+0.04), RJA: 6.86 (+0.09), DIRT: 35.38 (+1.22), FUD: 20.01 (-0.12), RGRP: 16.71 (+0.25), DBP: 36.96 (+0.56), WITE: 33.41 (+0.73)
Dessert Bells Ring: Warren Buffett Eats At Distressed Buffets
Andrew Hecht - at Seeking Alpha - Tue Dec 23, 5:07AM CST
RTM: 86.48 (+0.39), XLB: 49.23 (+0.13), DAG: 4.39 (+0.27), BNO: 20.47 (+0.31), UYM: 49.48 (+0.73), UBN: 9.15 (+0.11), SBM: 25.52 (+0.96), JJP: 56.85 (+1.25), TAGS: 28.51 (-0.02), UAG: 19.78 (unch), FMAT: 27.83 (+0.12), AGF: 12.22 (unch), OIL: 9.79 (+0.22), MATL: 64.10 (+1.38), ONG: 22.78 (-1.41), BLNG: 30.80 (-1.60), JJE: 9.37 (+0.12), XLE: 76.91 (+0.60), JJA: 38.67 (+0.80), AGA: 27.92 (-0.73), USO: 16.43 (+0.35), DBE: 15.93 (+0.17), DBA: 22.55 (+0.29), RGRA: 18.28 (+0.21), IYM: 82.53 (+0.67), FXZ: 31.71 (+0.40), ADZ: 33.50 (unch), RGRE: 15.79 (-0.52), USAG: 20.31 (+0.09), GLTR: 61.41 (+1.07), RJN: 3.52 (+0.04), SMN: 28.91 (-0.47), RJA: 6.86 (+0.09), DIRT: 35.38 (+1.22), FUD: 20.01 (-0.12), RGRP: 16.71 (+0.25), DBP: 36.96 (+0.56), WITE: 33.41 (+0.73), BRK.B: 145.53 (+0.65), BRK.A: 218,300.00 (+300.00), VAW: 108.98 (+0.79)
More On The Energy Sector Crash
Bespoke Investment Group - at Seeking Alpha - Fri Dec 12, 12:05AM CST
Below is a look at our trading range chart for the S&P 500. As shown, after peaking out in the middle of overbought territory (the red zone) last week, the index has moved back into neutral territory this week as oil prices have collapsed. ...
DBE: 15.93 (+0.17), RGRE: 15.79 (-0.52), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), UBN: 9.15 (+0.11), XLE: 76.91 (+0.60), RJN: 3.52 (+0.04)
Is The Recent Market Decline Really A Rout?
David I. Templeton, CFA - at Seeking Alpha - Thu Dec 11, 1:16AM CST
On a price only basis the S&P 500 Index is down 3.86% from the high reached on December 5, 2014 and headlines describe this recent market action as a "rout" or a market "tumble." I do not intend to pick on the publishes of the...
DBE: 15.93 (+0.17), SPY: 210.41 (+0.91), RGRE: 15.79 (-0.52), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), UBN: 9.15 (+0.11), RJN: 3.52 (+0.04)
The Long And Short Of Falling Energy Prices
The Federal Reserve Bank of Atlanta - Seeking Alpha - Fri Dec 05, 2:37AM CST
By Dave Altig, executive vice president and research director, and Pat Higgins, a senior economist, both in the Atlanta Fed's research department Earlier this week, The Wall Street Journal asked the $1.36 trillion question: " Lower Gas...
DBE: 15.93 (+0.17), USO: 16.43 (+0.35), UCO: 6.50 (+0.26), OIL: 9.79 (+0.22), RGRE: 15.79 (-0.52), BNO: 20.47 (+0.31), ONG: 22.78 (-1.41), JJE: 9.37 (+0.12), UBN: 9.15 (+0.11), SCO: 93.38 (-4.24), RJN: 3.52 (+0.04)