Elliott Gue On MarketWrap with Moe Ansari
I recently sat down with MarketWrap‘s Moe Ansari to discuss current investment trends in the energy sector.
US/EU Natural Gas Pact and Two New Portfolio Additions
You’ve probably seen the headlines about a deal between the US and European Union aimed at reducing Europe’s dependence on Russian fossil fuels.
One centerpiece of this agreement, unveiled on March 25th, is a US promise to work with international partners to ensure additional liquefied natural gas (LNG) volumes of 15 billion cubic meters (BCM) of natural gas for 2022 with “expected increases going forward.”
So, does this mean a surge in US natural gas prices and increased demand for US liquefied natural gas exports?
Talking China: There’s a Big Opportunity in Energy
The eyes of the world are on fallout from Russia’s invasion of Ukraine. But energy investors would do well to instead check out my key takeaways from this week’s “U.S.-China Regional Dialogue Series: Forum on Innovation in Energy, the Environment and Sustainability.”
Earnings, Russia and the Fading Shale Boom
At this time 14 of the 21 energy companies in the S&P 500 have reported quarterly earnings and we’ll continue to update all portfolio recommendations in coming issues and flash alerts. In this week’s update we’ll take a closer look at blow-out earnings results from two portfolio recommendations, Exxon Mobil (NYSE: XOM) and Valero (NYSE: VLO).
What Kinder’s Q3 Says About Midstream’s High Yields
Despite some setbacks, Kinder Morgan Inc. (NYSE: KMI) has adapted to where we are right now in the energy price cycle. But effective participation still requires discipline.
Midstream M&A’s Train Picks Up Steam
Too many small owners lacking critical scale and unprecedented roadblocks to new energy pipeline infrastructure: That’s what was at the core of the unprecedented wave of US oil and gas midstream dividend cuts and bankruptcies of the past few years.
Now those same forces are spawning something considerably more positive for investors
Colonial Goes Down: What it Means for Pipeline Politics
There may come a day when US transportation is 100 percent electrified and homes are heated with blended hydrogen. But in the here and now, oil and gas pipelines are essential infrastructure. Exhibit A is the havoc wreaked by the successful hack of systems at the Colonial Pipeline this month.
Kinder Morgan’s Benefits to Continue Flowing
Even without a repeat of the company’s Q1 windfall, the benefits to Kinder Morgan Inc.’s (NYSE: KMI) underlying business and balance sheet are likely to continue flowing throughout the rest of 2021 and beyond.
Pioneer Natural Resources Acquires DoublePoint
Shale exploration and production (E&P) giant, Pioneer Natural Resources (NYSE: PXD) announced a deal to acquire privately-held DoublePoint Energy, but the reception on Wall Street has been less than enthusiastic.
Live Chat with
Elliott and Roger on Sep. 27, 2022
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Our assessment of every energy-related master limited partnership.
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Experts
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor