Geopolitics
Oil Prices and Geopolitics
The influence of geopolitical events on oil prices tends to receive a great deal of play in the financial media. For example, on the morning of Nov. 24, reports surfaced that Turkey had shot down...
Bringing Clarity to a Fuzzy Big Picture
Question No. 1: Aren't geopolitical developments the main factor driving oil prices? Won't Russia’s involvement in Syria send oil prices sharply higher? Geopolitical events can influence energy prices. These developments tend to receive a...
TRENDING TOPICS
Sell Occidental, Buy Permian Resources
Last year, the value trade in energy was natural gas. NYMEX natural gas prices averaged around $2.27/MMBtu and front-month gas prices dipped well below $2.00...
Early Energy Q1 Returns: Shale Discipline in Force
Four Energy and Income Advisor Model Portfolio companies have now released Q1 results and updated guidance: Services companies Baker Hughes (NYSE; BKR) and SLB Ltd...
Earnings and Partners/XPLR Strategic Review
Annual filings are far more detailed than quarterlies. The trade-off for investors is they take longer to compile. Nonetheless, there’s already been plenty of action—as...
Oil: The Imaginary Glut
Last week, crude oil prices broke from a tight trading range to the highest levels in about three months. In my view, there’s more upside...