Gas-Directed Drilling Activity Provides Insight into US Producers’ Response to Lower Oil Prices
How US producers responded to plummeting natural-gas prices provides useful insight into how names with an oil-weighted output mix will contend with lower oil prices.
NGL Prices Plummet in Sympathy with Crude Oil
The price of a mixed barrel of NGLs on the Gulf Coast has plummeted by 45 percent since the end of the third quarter.
Takeaways from the Marcellus Shale’s Growing Pains
Surging production in the Marcellus Shale has also created challenges for producers and has important implications for investors and natural-gas prices in other regions.
MLP IPOs Still Hot, But Selectivity is Key to Outperformance
Investors still flock to initial public offerings of master limited partnerships.
US Propane Exports to Continue Their Climb
US propane exports have soared to a record high–and there’s more upside to come.
Another Propane Shortage in the Midwest? Depends on the Weather Forecast
With winter just around the corner, many investors and market observers wonder whether we’ll witness another spike in Midwest propane prices.
Profiting from SeaDrill’s Pain
Whereas SeaDrill’s stock has tumbled by 15.2 percent over the past year, SeaDrill Partners’ units have delivered a total return of 15.6 percent.
Widening Discount between WTI-Midland and WTI-Cushing
Surging production in the Permian Basin has exceeded the pace of pipeline development, depressing the price of West Texas Intermediate (WTI) and West Texas Sour (WTS) crude oils at the nearby hub in Midland, Texas.
Wholesale Changes
Investors seeking exposure to potential upside in natural-gas prices often gravitate toward producers in the Marcellus Shale. We prefer undervalued turnaround stories in the utility space that continue to reduce their exposure to the wholesale electricity market.
Robust Injections Validate Our Call for Retrenchment in US Natural-Gas Prices
Far too many investors and commentators mistook last winter’s surge in natural-gas prices as the start of a durable rally. But unless last winter marked the onset of a new ice age, the underlying supply and demand trends that prevailed before the polar vortex were always going to win out.
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Live Chat with
Elliott and Roger on Mar. 3, 2015
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Experts
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Peter Staas
Managing Editor: Capitalist Times and Energy & Income Advisor