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The energy industry is an exciting marketplace. It is currently experiencing a revolution, especially in the US. Decades-long trends of rising consumption, declining production, and increasing imports for oil and natural gas are being reversed. The heightened environmental concern about greenhouse gases created an urgency to develop alternative energy solutions. There are many market dynamics and investment opportunities within the energy sector that are unique and not well understood by the wider investment communities.

We are a team of seasoned professionals with extensive knowledge in energy project development, investment valuation, and trading strategies in the energy industry. 

We approach energy investing with a macro view. We research the underlying drivers for the energy industry and study the inter-relations of various markets and subsectors to seek the best returns.  

We create value by

1. Exploiting our Edge: specialized knowledge and unique insight in the energy industry through careful research and interpretation of trends and data,

2. Sound Risk Management principles: balancing long/short exposure on commodities futures/equities to implement our relative value arbitrage strategy and generate superior return,

3. Discipline: execution of strategies backed by solid analysis and entry/exit planning.





Today in Energy

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Short, timely articles with graphics on energy facts, issues, and trends.

1 - U.S. coal exports set monthly record
2 - Apartments in buildings with 5 or more units use less energy than other home types
3 - Middle East leads global crude oil and condensate production; growth in North America
4 - U.S. crude oil production could reach 10 million barrels per day by 2040
5 - What caused the run-up in ethanol RIN prices during early 2013?
1 - U.S. coal exports set monthly record

Coal exports from the United States in March 2013 totaled 13.6 million short tons, nearly 0.9 million short tons above the previous monthly export peak in June 2012. EIA is projecting a third straight year of more than 100 million short tons of coal exports in 2013, following annual exports in 2011 of 107.3 million short tons and record annual exports in 2012 of 125.7 million short tons.

6/19/2013 9:00:00 AM

2 - Apartments in buildings with 5 or more units use less energy than other home types

Thirty percent of new home starts in 2012 were in apartment buildings with five or more units, the highest percentage since 1986 and up sharply from 18% in 2009 and 2010, according to the U.S. Census Bureau. About 17% of households (19 million) lived in apartment buildings with five or more units in 2009, up from 13% (11 million) in 1980, but they only accounted for 9% of home energy use in both years.

6/18/2013 9:00:00 AM

3 - Middle East leads global crude oil and condensate production; growth in North America

Growth in North American crude oil production (including lease condensate) contributed to record global production of 75.6 million barrels per day (bbl/d) in 2012 (see animated map). In 2012, global production increased by 2%, as production rebounded in Africa and Asia and accelerated in North America. The Middle East produced 24.1 million bbl/d of crude oil in 2012, the most of any region.

6/17/2013 9:00:00 AM

4 - U.S. crude oil production could reach 10 million barrels per day by 2040

Projected crude oil production in the United States ranges from 6 to 8 million barrels per day (bbl/d) over the next 30 years in the Annual Energy Outlook 2013 (AEO2013) Reference case projection. However, under greater supply assumptions, crude oil production is sustained at a higher level of about 10 million bbl/d between 2020 and 2040.

6/14/2013 9:00:00 AM

5 - What caused the run-up in ethanol RIN prices during early 2013?

Before 2013, Renewable Identification Number (RIN) prices for corn ethanol, which can be used to meet only the overall target for biofuels under the Renewable Fuel Standard (RFS) program, had consistently ranged between $0.01 per gallon to $0.05 per gallon, and were substantially lower than biodiesel RIN prices, which can meet multiple targets.

6/13/2013 9:00:00 AM


 

Oil and Gas

Oil and Gas

11/27/2012 3:30:00 PM

1 - Hong Kong shares set to fall after Bernanke comments, ahead of China flash PMI
2 - Lightning Round
3 - SandRidge CEO terminated following investigation
4 - UPDATE 2-SandRidge ousts CEO Ward, Bennett takes helm
5 - UPDATE 1-SandRidge CEO Tom Ward ousted, Bennett takes job
6 - Fast Money, June 19, 2013
7 - UPDATE 8-Oil pressured by Bernanke comments, crude stocks up
8 - Commodities Tomorrow: Oil & Gold Selloff
9 - Former NATO commander Wesley Clark joins Blackstone as adviser
10 - Norway opens more Arctic waters to oil exploration
11 - UPDATE 1-UK top court ruling threatens Western sanctions against Iran
12 - UPDATE 7-Oil weaker on inventory build, U.S. Fed remains the focus
13 - UK top court ruling threatens Western sanctions against Iran
14 - AIRSHOW-Sky's the limit for civil drones
15 - UPDATE 1-Petrobras, Sinopec in talks to build $20 bln refinery
16 - UPDATE 6-Oil supported by Middle East worries, all eyes on Fed
17 - Crude Oil Inventories Up 313,000 Barrels
18 - Imperial to close Nova Scotia refinery, convert it to terminal
19 - UPDATE 1-Iraqi Kurds say new oil pipeline to Turkey to start soon
20 - UPDATE 3-Oil gains on lower US stockpile, all eyes on Fed
21 - UPDATE 1-Brent holds above $106, all eyes on Fed
22 - CORRECTED-Brent holds above $106, all eyes on Fed
23 - California senators want more information on oil well 'acid jobs'
24 - NYMEX-U.S. oil steady below $99 ahead of Fed announcement
25 - Algeria probes state power boss over Alstom, GE deals
26 - Lightning Round
27 - COMMODITIES-Little changed, markets await Fed outcome Wednesday
28 - Fast Money, June 18, 2013
29 - Commodities Tomorrow: Waiting for Ben
30 - UPDATE 7-Oil gains moderately, trading sluggish ahead of Fed
1 - Hong Kong shares set to fall after Bernanke comments, ahead of China flash PMI

HONG KONG, June 20- Hong Kong shares could plumb fresh 2013 lows on Thursday, with interest rate-sensitive counters seen under pressure after U.S. Investors will also be watching the June HSBC manufacturing flash purchasing managers' index for China, due at 0145 GMT.

6/19/2013 9:04:00 PM

2 - Lightning Round

You say the name of a stock, and Mad Money's Jim Cramer tells you whether to buy or sell.

6/19/2013 6:40:00 PM

3 - SandRidge CEO terminated following investigation

OKLAHOMA CITY-- SandRidge Energy Inc. CEO, Chairman and founder, Tom Ward, has been dismissed after an investigation over a controversial deal but will receive a multimillion severance package. The oil and gas exploration company has been under shareholder pressure to replace Ward.

6/19/2013 6:20:00 PM

4 - UPDATE 2-SandRidge ousts CEO Ward, Bennett takes helm

June 19- SandRidge Energy Inc's board of directors removed the energy company's founder and chief executive, Tom Ward, on Wednesday, after a months-long struggle with activist investors who accused him of strategic mistakes and self-dealing at the expense of shareholders.

6/19/2013 6:05:00 PM

5 - UPDATE 1-SandRidge CEO Tom Ward ousted, Bennett takes job

June 19- The board of directors of SandRidge Energy Inc on Wednesday said it removed Tom Ward as chief executive, and named its president, James Bennett, to replace him, citing a need for new leadership at the U.S. oil and gas company, which has under fire from investors.

6/19/2013 5:07:00 PM

6 - Fast Money, June 19, 2013

CNBC's Melissa Lee and the Fast Money traders discuss the day's top trades and the stocks they'll be watching tomorrow.

6/19/2013 5:00:00 PM

7 - UPDATE 8-Oil pressured by Bernanke comments, crude stocks up

Federal Reserve Chairman Ben Bernanke said the Fed might reduce the amount of money it pumps into the economy later this year, while higher crude stocks in the United States also hurt prices.

6/19/2013 4:11:00 PM

8 - Commodities Tomorrow: Oil & Gold Selloff

CNBC's Sharon Epperson discusses the day's activity in the commodities markets. Following the Fed's statement, oil and gold both sold off, as Bernanke struck a more upbeat tone on the economy, she says.

6/19/2013 4:00:00 PM

9 - Former NATO commander Wesley Clark joins Blackstone as adviser

NEW YORK, June 19- Former NATO Supreme Allied Commander Wesley Clark has joined Blackstone Group LP as a senior adviser on energy investments.

6/19/2013 3:22:00 PM

10 - Norway opens more Arctic waters to oil exploration

OSLO, June 19- Norway's parliament voted on Wednesday to open an offshore Arctic zone bordering Russia to oil and gas exploration, paving the way for the area to be included in the next licensing round.

6/19/2013 3:05:00 PM

11 - UPDATE 1-UK top court ruling threatens Western sanctions against Iran

*Washington fears for key EU support in isolating Iran. *Iran hard hit by sanctions but finds way to elude them.

6/19/2013 1:43:00 PM

12 - UPDATE 7-Oil weaker on inventory build, U.S. Fed remains the focus

*U.S. East Coast gasoline stocks lower. NEW YORK, June 19- Crude oil prices on both sides of the Atlantic were weaker in choppy trading on Wednesday after a U.S. government report showed an unexpected build up in crude oil stocks.

6/19/2013 12:52:00 PM

13 - UK top court ruling threatens Western sanctions against Iran

*Washington fears for key EU support in isolating Iran. *Iran hard hit by sanctions but finds way to elude them.

6/19/2013 12:28:00 PM

14 - AIRSHOW-Sky's the limit for civil drones

PARIS, June 19- From their roots in spying and stealth military attacks, unmanned planes are spreading into the civilian sphere and could soon be put to work in tasks as diverse as inspecting oil pipelines, catching rhino poachers and even flying travellers.

6/19/2013 12:18:00 PM

15 - UPDATE 1-Petrobras, Sinopec in talks to build $20 bln refinery

SAO PAULO, June 19- Petróleo Brasileiro SA, Brazil's state-run oil company, and China Petroleum and Chemical Corp are in talks to build a $20 billion, 300,000- barrels-a-day refinery in the South American country, according to a securities filing on Wednesday.

6/19/2013 11:35:00 AM

16 - UPDATE 6-Oil supported by Middle East worries, all eyes on Fed

LONDON, June 19- Brent oil rose on Wednesday supported by fears that violence in Syria could spread elsewhere in the region, disrupting supply, while investors looked to a meeting of the Federal Reserve later in the day for clues on the outlook for continuing stimulus.

6/19/2013 11:00:00 AM

17 - Crude Oil Inventories Up 313,000 Barrels

CNBC's Sharon Epperson has the latest numbers on oil and gas supplies from the EIA Inventory Report.

6/19/2013 10:30:00 AM

18 - Imperial to close Nova Scotia refinery, convert it to terminal

TORONTO, June 19- Imperial Oil Ltd said on Wednesday that it was unable to find a buyer for its refinery in Dartmouth, Nova Scotia, and will instead convert the facility into a terminal operation. Canada's largest oil refiner will take a non-cash charge of C $260 million to C $280 million in the second quarter related to closing the refinery.

6/19/2013 8:47:00 AM

19 - UPDATE 1-Iraqi Kurds say new oil pipeline to Turkey to start soon

*Natural gas exports to Turkey seen by 2016. LONDON, June 19- Iraqi Kurdistan will start a new oil pipeline to Turkey within months, its energy minister said, increasing the autonomous region's control over its resources in a dispute with Baghdad and raising its exports to world markets.

6/19/2013 7:53:00 AM

20 - UPDATE 3-Oil gains on lower US stockpile, all eyes on Fed

Violence in the Middle East and lower oil stockpiles in the United States supported prices. Brent futures for August delivery were up 50 cents to $106.52 a barrel by 0940 GMT and set for their highest close since April 4. U.S. crude for July delivery rose to a nine-month high of $99.01, before easing to $98.91, still up 47 cents.

6/19/2013 5:48:00 AM

21 - UPDATE 1-Brent holds above $106, all eyes on Fed

*Syria peace conference unlikely before Aug- source. SINGAPORE, June 19- Brent crude futures held above $106 a barrel on Wednesday as investors looked to a Federal Reserve meeting for clues on the outlook for a U.S. stimulus programme that has underpinned commodity prices. Brent futures for August delivery had gained 13 cents to $106.15 a barrel by 0522 GMT.

6/19/2013 1:47:00 AM

22 - CORRECTED-Brent holds above $106, all eyes on Fed

*Syria peace conference unlikely before Aug- source. SINGAPORE, June 19- Brent crude futures held above $106 a barrel on Wednesday as investors looked to a Federal Reserve meeting for clues on the outlook for a U.S. stimulus programme that has underpinned commodity prices. Brent futures for August delivery had edged down 1 cent to $106.01 a barrel by 0310 GMT.

6/19/2013 1:42:00 AM

23 - California senators want more information on oil well 'acid jobs'

SACRAMENTO, Calif., June 18- California state legislators on Tuesday told regulators and oil industry lobbyists they wanted more information about the use of acid to increase flows in wells in a technique that is used more often in the state than the controversial fracking method.

6/18/2013 11:31:00 PM

24 - NYMEX-U.S. oil steady below $99 ahead of Fed announcement

PERTH, June 19- U.S. oil prices were steady below $99 on Wednesday as investors waited for the U.S. *NYMEX crude futures for July delivery had risen 6 cents to $98.50 a barrel by 0053 GMT, after climbing to a nine-month high of $98.74 a barrel on Monday. *Brent crude rose 6 cents to $106.08 a barrel.

6/18/2013 8:57:00 PM

25 - Algeria probes state power boss over Alstom, GE deals

June 19- Algeria is investigating the head of its state power and gas utility, Sonelgaz, over contracts involving U.S. conglomerate General Electric Co and France's Alstom SA, sources told Reuters and Algerian local media reported. "The case is about inflating costs in deals with U.S. firm General Electric and French firm Alstom," one of the sources said.

6/18/2013 8:18:00 PM

26 - Lightning Round

You say the name of a stock, and Mad Money's Jim Cramer tells you whether to buy or sell.

6/18/2013 6:40:00 PM

27 - COMMODITIES-Little changed, markets await Fed outcome Wednesday

Brent crude settled 55 cents higher at $106.02 per barrel after trading as high as $106.24. Front-month U.S. crude oil futures finished 67 cents higher at $98.44 per barrel, after reaching $98.61. The benchmark three-month futures contract in London ended at $7,005 a tonne, down from Monday's close of $7,082.

6/18/2013 5:50:00 PM

28 - Fast Money, June 18, 2013

CNBC's Melissa Lee and the Fast Money traders discuss the day's top trades and the stocks they'll be watching tomorrow.

6/18/2013 5:00:00 PM

29 - Commodities Tomorrow: Waiting for Ben

CNBC's Sharon Epperson discusses the day's activity in the commodities markets. Oil extended its run today, while metals took it on the chin. Traders are watching Bernanke for indications that he'll taper sooner rather than later.

6/18/2013 4:00:00 PM

30 - UPDATE 7-Oil gains moderately, trading sluggish ahead of Fed

*Iraq says will bolster crude output. NEW YORK, June 18- Oil prices ended slightly higher on Tuesday in sluggish trading as the market awaited the Federal Reserve's policy statement on O/RWednesday that is expected to show whether it will reduce its monetary stimulus.

6/18/2013 3:36:00 PM