Asia is one of the more interesting gas markets in the world. Places like Thailand and its southeast Asian neighbors have seen phenomenal demand growth over the last several years. Total has said they’re in Thailand for gas. (Part of the reason I believe Thai shale gas may become an interesting play...
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AMAZING STRENGTH IN THE “CONTRARIAN’S COMMODITY” In yesterday’s edition, we wrote about the major new low in the CRB Index, a widely followed gauge of commodity prices. The benchmark raw materials index is trading at its lowest levels since July 2009. One of the major “drags” on this index is crude...
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Investors who are looking to the XNG:NYSE Natural Gas Index to tell them the future of  natural gas prices could be making a costly mistake. XNG:NYSE – which tracks large cap companies in the US natural gas industry – has been heading up for 12 months – in the directly opposite direction...
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We’ve spent most of our “ink” over the past three months detailing how the government’s giant “E-Z-Credit” program is pushing up the price of nearly every asset imaginable. This makes life difficult for the contrarian trader, who looks for cheap, beaten-down assets to buy. One of the few ideas we can...
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Many analysts say that there still isn't enough demand for natural gas to make it a smart investment opportunity. John Licata, chief investment strategist at Blue Phoenix Inc., disagrees. In this exclusive interview with The Energy Report, John explains why he thinks that by year-end natural gas could be the place for investors to...
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Last week was nothing special as stock market continued to drift higher on light volume and the Volatility Index (VIX) reaching a new multi year low. This mix of higher prices on light volume, multi year lows in the VIX and an overbought market paints a clear picture to a market technician – Be...
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Mother Nature’s been good to the North American natural gas sector. Not only did she gift several massive shale gas plays over the last few years. She also delivered a frigid winter this year, helping draw down a mountain of gas inventory. Last fall, it looked like U.S. inventories were going to be a stiff headwind...
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....Because investors and traders are bullish on the stock market again the money flow into the safe havens like precious metals and energy has decreased. I believe this is the reason stocks moved up last week while precious metals drifted lower...
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Last weeks price action unfolded just as we expected. Money poured into stocks with the focus being on small cap, banks and technology stocks. The fact that these sectors are showing strength while utilities, health care and consumer staples lag is a good sign that investors are once again taking risks in the market. Because...
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...So far this week has been pretty slow. Large cap stocks continue to lag the market which can be observed by looking at the Dow Jones Industrial Average which still has room to move higher before breaking the January high...
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