Saturday, January 18, 2025

Industry Insights & Opinions

Energy Market Assessment: Consensus, natural gas and oil bearish, deep data showing bullish

November 19, 2024

(Oil and Gas 360) – While Temperatures Delightfully Mild Keep The Consensus Natural Gas And Oil Bearish, Deep Data Continues Showing Bullish, Supply/Demand Trends. Our prediction, that many will soon be caught oil and natural gas short is based on our decades of analysis of The Climate and constant focus on the economy and markets. Last week last year natural gas produced

No Wyoming coal for stockings this Christmas?

November 19, 2024

(Oil & Gas 360) – It appears that a Christmas miracle of sorts would be required if Wyoming is to keep a 32-year coal production streak alive. Coal, for decades the biggest source of revenue for the Cowboy State, is going to struggle to meet a 200 million metric ton production level for 2024. Failure to do so would mark the

Politicians look to get mineral developers “Rocking” again

November 15, 2024

(Oil & Gas 360) – Apparently looking not to be outdone by two U.S. senators urging legislation to prioritize five critical minerals, Arizona Senator Kyrsten Sinema and Utah Senator Mike Lee introduced the Critical Mineral Consistency Act in the U.S. Senate to streamline permitting for critical mineral mining projects with a particular focus on copper. Arizona and Utah are the

Dig, baby, dig? New mining legislation introduced

November 14, 2024

(Oil & Gas 360)—Bipartisan legislation introduced by Senators John Hickenlooper (D) of Colorado and Thom Tillis (R) of North Carolina has recently brought some welcome news to America’s beleaguered domestic mining industry. The National Critical Minerals Council Act aims to foster partnerships with allied nations and private companies on critical mineral projects to reduce U.S. reliance on foreign rivals. As

Energy Market Assessment: The direction we head needs a very profitable drilling boom

November 12, 2024

(Oil & Gas 360) – Much needing to be done and greater freedom for seeing and doing it, the direction we head needs a very profitable drilling boom fueling it. Low expectations and Buy-Low opportunity is evident in the crude oil price down from over $90 to under $70. June through September last year the price of West Texas Intermediate

A decade hence-Supreme Court takes on Uinta Basin rail plan

November 12, 2024

(Oil & Gas 360) – After ten years and tens of millions of dollars, Uinta Basin oil producers are hoping to end 2024 on a positive note when the Supreme Court will review an earlier lower court ruling by the U.S. Court of Appeals finding that inadequate environmental analysis should preclude construction of a nearly 90-mile rail line to deliver oil

Paying to freeze in the dark part of England’s energy plan

November 8, 2024

(Oil & Gas 360) – Home to some of the highest electricity prices on the planet, England is promoting a Demand Side Response (DSR) program to incentivize people to “adjust” their electricity consumption at peak periods. Incentives include coupons for consumer goods and credits on people’s credit cards with similar incentives for businesses as well. DSR skeptics say the program isn’t

Energy Market Assessment- Much needing to be done, will need much more

November 5, 2024

(Oil & Gas 360) – Much needing to be done will need much more, consensus-beating oil & natural gas. Especially because the climate has expectations that are extra low. The climate, delightfully mild is also helping deflate oil demand, prices and expectations. While infrastructure trends are reducing the quantity of oil keeping us warm and healthy through Winter, the last

No more natural gas in Washington State? Voters to say

November 5, 2024

(Oil & Gas 360)—One of the more closely watched state initiatives in this election with potential national ramifications is one in Washington State that would make it more difficult and costly to use natural gas in housing construction and business operations. Initiative 2066 seeks to protect energy consumers’ rights to have a natural gas option for power. While Washington state has

Note on the news: The strategy of wishful thinking

November 4, 2024

(Oil & Gas 360) – During the Cold War the United States had a clear strategy on which it could hang its foreign policy. That strategy changed from containment to Reagan’s “We win, they lose” strategy so the policies changed but there was always a strategy. To prevail in foreign affairs, a strategy is the first requirement to provide guidance

New science report stymies ocean miners

October 31, 2024

(Oil & Gas 360) – Just months away from a long-awaited international protocol for mining the deep-sea floors of the world for the rare earth minerals increasingly important to modern society, a recent scientific paper could potentially stall efforts by miners and lawmakers to weaken Chinese domination of the rare earth minerals supply chain. Companies looking to explore ocean floors

Note on the news: Suddenly – No oil news?

October 30, 2024

(Oil & Gas 360) – Sudden, violent, disruptive events in the Middle East cause big oil price jumps and front-page headlines about gasoline prices – don’t they? But not lately. Like the dog that did not bark, why not? Russia, one of the world’s three largest oil producers, invaded Ukraine and started a war which has been going for 2 ½

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