Stop Counting On Oil Contangos by Dan Dicker • Mar 19, 2017 • 18 Comments “I feel like I’ve created a Frankenstein.”
U.S. Shale Kills Off the Oil Price Rally by Nick Cunningham • Mar 10, 2017 • 40 Comments A shocking level of bullishness by hedge funds, then prices plunged.
Cooking the Books: Saudi Aramco IPO Overvalued by 500%? by Gregory Brew • Feb 28, 2017 • 14 Comments The most hyped IPO ever – but what will buyers actually get?
Biggest Gasoline Glut In 27 Years Could Crash Oil Markets by Nick Cunningham • Feb 21, 2017 • 34 Comments Why is demand suddenly faltering?
Why a NYMEX Veteran is Getting Nervous about Oil by Wolf Richter • Feb 12, 2017 • 46 Comments Being long oil is a very “crowded trade,” but who’s on the other side of that trade, and what do they know that speculators don’t?
Wall Street Pouring Money Back Into Oil And Gas by Nick Cunningham • Feb 9, 2017 • 12 Comments “The mood is absolutely different,” even as oil prices have faltered.
Toshiba Shares Re-Collapse – the US Fiasco by Wolf Richter • Jan 19, 2017 • 22 Comments It would be comic if the facts behind it weren’t so ugly.
Nuclear Energy Sector Turns in Taxpayer-Sinkhole by Leonard Hyman and Willian Tilles • Jan 15, 2017 • 23 Comments Given the difficulty of accurately gauging nuclear capital expense, how can we infer if these enterprises can ever be profitable?
Hideous Constellation of Threats and Challenges Facing Mexico by Don Quijones • Jan 8, 2017 • 86 Comments The Risk of Contagion of a full-blown Mexican crisis is far greater today than it was during the Tequila Crisis 22 years ago.
The Oil Supply Glut is Here to Stay in 2017 by Irina Slav • Jan 5, 2017 • 31 Comments This does not bode well for price trends over the next 12 months.
