THURSDAY EDITION

September 3rd, 2015

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editorials

 
Torchlight Discovers New Giant Oil District
Bob Moriarty  Aug 19  

Torchlight Energy - A NewCo Turnaround Story That's Been Derisked
  Jul 22  

Opportune Time for Oil & Gas Exposure
Stephan Bogner  May 21  

Oil Market Update
Clive Maund  May 06  

Innovation and Efficiency Drive U.S. Oil Supply and Demand
Frank Holmes  Apr 01  

»» more editorials in the archives

market data


Ux U3O8 Price (Uranium)August 24th, 2015
$36.75 +$0.50 www.uxc.com

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expert analysis & newsletter briefs

Royal Dutch Shell Plc

"Liquified natural gas (LNG) prices around the world are quite low right now. Costs are lower, and there's lots of supply coming onstream, but big companies like Royal Dutch Shell Plc and Exxon Mobil have invested heavily in LNG projects in British Columbia because they know when oil prices come back, another huge disconnect from gas will occur. Right now, oil and gas are actually quite close in price per British thermal unit. But when oil was at $100/bbl, gas was $3/bbl, and that spurred a lot of demand for gas. Companies like Shell look at 20-, 30-, even 40-year cycles. And they like what they see. . .when oil is once again much more expensive than gas, you'll see demand for gas rocket right back up. I think that's what these big guys are seeing, and why they are still moving forward in a big way on gas projects. They understand that you have to work the cycle two or three times over the life of your asset, and you're going to make most of your money at the top and not very much at the bottom. They see today as the bottom that sets them up for success at the top of the next cycle. . .LNG in Canada is a bit of a binary trade right now with the Canadian election coming up Oct. 19. . .if the right-wing Conservatives get back in, then I think Shell. . .will probably move forward." (9/1/15) - The Energy Report Interview with Keith Schaefer

Nemaska Lithium Inc.

"Nemaska Lithium Inc. represents the new wave of lithium production; Nemaska's Whabouchi Project will use a well-trodden technology, membrane electrolysis, to convert hard-rock lithium ore to lithium hydroxide. This technology has already been proven in pilot-scale work in Canada, but the company plans to reduce time-to-market even further by building a Phase I commercial demonstration plant that will reduce commissioning time for the full commercial plant while providing qualification samples for customers. . .for the price, our analysis suggests this strategy is undeniably the right one. . .we are initiating coverage on Nemaska with a Positive recommendation." (9/1/15) - Jon Hykawy, Stormcrow Capital

Royal Dutch Shell Plc

"Liquified natural gas (LNG) prices around the world are quite low right now. Costs are lower, and there's lots of supply coming onstream, but big companies like Royal Dutch Shell Plc and Exxon Mobil have invested heavily in LNG projects in British Columbia because they know when oil prices come back, another huge disconnect from gas will occur. Right now, oil and gas are actually quite close in price per British thermal unit. But when oil was at $100/bbl, gas was $3/bbl, and that spurred a lot of demand for gas. Companies like Shell look at 20-, 30-, even 40-year cycles. And they like what they see. . .when oil is once again much more expensive than gas, you'll see demand for gas rocket right back up. I think that's what these big guys are seeing, and why they are still moving forward in a big way on gas projects. They understand that you have to work the cycle two or three times over the life of your asset, and you're going to make most of your money at the top and not very much at the bottom. They see today as the bottom that sets them up for success at the top of the next cycle. . .LNG in Canada is a bit of a binary trade right now with the Canadian election coming up Oct. 19. . .if the right-wing Conservatives get back in, then I think Shell. . .will probably move forward." (9/1/15) - The Energy Report Interview with Keith Schaefer

Nemaska Lithium Inc.

"Nemaska Lithium Inc. represents the new wave of lithium production; Nemaska's Whabouchi Project will use a well-trodden technology, membrane electrolysis, to convert hard-rock lithium ore to lithium hydroxide. This technology has already been proven in pilot-scale work in Canada, but the company plans to reduce time-to-market even further by building a Phase I commercial demonstration plant that will reduce commissioning time for the full commercial plant while providing qualification samples for customers. . .for the price, our analysis suggests this strategy is undeniably the right one. . .we are initiating coverage on Nemaska with a Positive recommendation." (9/1/15) - Jon Hykawy, Stormcrow Capital

Royal Dutch Shell Plc

"I believe the probability of a Royal Dutch Shell Plc dividend cut is highly unlikely. In any event, the payout is air tight through 2016E. . .the company has arguably one of the two best balance sheets in the energy industry." (8/28/15) - Ray Merola, Seeking Alpha


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from the publisher
  Robert J. Moriarty

Welcome to 321energy.



The Energy Report

Phil Flynn
http://www.pricegroup.com/
pflynn&pricegroup.com


The Energy Report for 08/28/2015

Reality Check

Oil ultra bears got hit with a reality check after oil posted its biggest one day snap back since the crazed buying days at the beginning of the frenzy buying of 2008. While there is no doubt that the bear case of ever rising supply is a compelling one, especially if you put it in the context of a slowing global economy. Yet, it looks a lot less compelling if the slowdown talk is being overstated.

The complex has yet to feell the full impact of capital spending cuts and project cancellations that will provide a tighter market of oil in the future when the global economy comes back. Already this year global oil demand growth is the strongest we have seen in 5 years and if we see that surge in the last half of the year we could see the market tightening much quicker than anticipated.

The market has also been pricing in an imminent return of Iranian oil whose oil minister is claiming that production can raise their oil output to 500,000 barrels a day right away and by a million barrels a day shortly thereafter. That is despite the fact that Bloomberg News reported that Iranian oil investment has shrunk to almost nothing and has set aside almost nothing for oil investments this year because of the drop in prices.

Money put into the industry dropped from about $40 billion for 2011 and 2012 combined to $6 billion last year, Iran's Oil Minister Bijan Namdar Zanganeh said Tuesday, according to the ministry's news website Shana. Brent crude prices slumped below $45 a barrel on Aug. 24 for the first time since 2009.

Iran's Oil Minister Bijan Namdar Zanganeh believes that Saudi Arabia needs to stand aside and adjust their output so Iran can regains its market share. Mr. Bijan Namdar Zanganeh went as far as making a veiled threat by saying that adding, "If our exports double and the price drops in half, we don't have a problem because we're accustomed to living and resistance with low prices, and it is others who should be worried."

Venezuela is worried and they should be as the drop in oil prices has destroyed their economy, not to mention the dust heap of the late Hugo Chavez's so called socialist revolution that took Latin America's strongest economy into what can now arguably is the worst. The Wall Street Journal today is reporting that "Hard-hit Venezuela has been contacting other OPEC members to push for an emergency meeting in coordination with Russia to come up with a strategy to stop the current oil price rout, people familiar with the matter said.

According to these people, Venezuela has been in touch with some members of the Organization of the Petroleum Exporting Countries, including Qatar's oil minister and president of the OPEC conference, Mohammed al-Sada, to try again to find common ground to defend crude prices. The Journal also says that OPEC officials from the cartel's power center—Persian Gulf countries such as Saudi Arabia, Kuwait and the United Arab Emirates—say privately that having an emergency meeting is pointless especially when producers outside the group like Russia aren't willing to cut."

Tropical Storm ERIKA, at last glance, looks like she will spare the Gulf Of Mexico. So right now it looks like the storm will just hamper shipping into the Gulf. This should slow imports in a couple of weeks.

See me on the Fox Business Network! Market Watch says I am a must follow! You can now follow me on Twitter @energyphilflynn! You can also like me on Facebook. Traders save money on fancy software and try out my wildly popular trade levels first! Call me at (888-264-5665) or Email pflynn@pricegroup.com. If you want to start trading apply by hitting this link https://newaccount.admis.com/?office=269.

There is a substantial risk of loss in trading futures and options.

Past performance is not indicative of future results. The information and data in this report were obtained from sources considered reliable. Their accuracy or completeness is not guaranteed and the giving of the same is not to be deemed as an offer or solicitation on our part with respect to the sale or purchase of any securities or commodities. PFGBEST, its officers and directors may in the normal course of business have positions, which may or may not agree with the opinions expressed in this report. Any decision to purchase or sell as a result of the opinions expressed in this report will be the full responsibility of the person authorizing such transaction.

Phil is one of the world's leading energy market analysts, providing individual investors, professional traders and institutions with up-to-the-minute investment and risk management insight into global petroleum, gasoline and energy markets. Phil's market commentary, fundamental and technical analysis, and long-term forecasts are sought by industry executives, investors and media worldwide.

PLACING CONTINGENT ORDERS SUCH AS "STOP LOSS" OR "STOP LIMIT" ORDERS WILL NOT NECESSARILY LIMIT YOUR LOSSES TO THE INTENDED AMOUNTS. SINCE MARKET CONDITIONS MAY MAKE IT IMPOSSIBLE TO EXECUTE SUCH ORDERS.

Past performance is not indicative of future results. The information and data in this report were obtained from sources considered reliable. Their accuracy or completeness is not guaranteed and the giving of the same is not to be deemed as an offer or solicitation on our part with respect to the sale or purchase of any securities or commodities. Alaron Trading Corp. its officers and directors may in the normal course of business have positions, which may or may not agree with the opinions expressed in this report. Any decision to purchase or sell as a result of the opinions expressed in this report will be the full responsibility of the person authorizing such transaction.

Contact Phil at 800-935-6487 or pflynn&pricegroup.com.



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