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Energy Commentary

US Shale Operators: Showing Restraint, Or Encountering Constraints?

In the past, we’ve argued (correctly) that market participants and investors who bet against the resilience and potential upside in US oil production do so at their own peril. However, with the market now accustomed to these upside surprises, investors shouldn’t overlook the potential constraints on US production growth.

Dividends Aren’t Enough in a Tough Tape for E&P Stocks

Anadarko Petroleum and Pioneer Natural Resources announced dividend increases and share buybacks earlier this week, signaling a commitment to capital discipline and returning capital to shareholders. But concerns about US production growth and the near-term risk posed by the massive long position money managers have amassed in Brent and Wext Texas Intermediate futures have ruled the day.

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    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

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      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor