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America's Real Estate Provider to the Energy Sector. The real estate play for the energy sector. J

01/08/2022

Commodities are rarely exciting—and the price of copper, corn, or even oil doesn’t stir investors the way a tweet from Elon Musk does. Yet commodities sit at the crossroads of three of today’s biggest investment themes—rising inflation, a changing China, and the transition away from fossil fuels amid increased attention to climate change.

Commodities sit at the crossroads of some of today’s biggest investment themes—rising inflation, trouble in China, and the move toward renewable energy amid increased attention to climate change. But not all commodities will do well. Here’s which ones will, and why.

11/23/2021

- With energy needs still growing in nations like India and China, already-booming U.S. exports of liquefied natural gas could skyrocket to replace some of the coal-fired generating capacity that will be phased out
- "Asia continues to demand more LNG, the U.S. is happy to supply it, and to the maximum extent possible seems likely to continue doing so,"
- many nations that today depend heavily on coal-fired power plants for their energy needs will need to rely on natural gas for some time as they seek to decarbonize their economies. That will benefit U.S. exports of LNG, Gross said.

Global efforts to slow coal reliance in emerging economies could result in more natural gas drilling and fracking in the U.S., boosting revenues and pollution.

11/16/2021

- European natural-gas futures rise almost 10% as suspension adds to concerns Europe will run low on fuel this winter-
German regulators Tuesday suspended certification proceedings for a controversial natural-gas pipeline from Russia, adding to concerns Europe will run low on fuel this winter.

German regulators suspended certification proceedings for a controversial natural-gas pipeline from Russia, adding to concerns Europe will run low on fuel this winter.

11/10/2021

Natural gas spot prices are set to average $5.53/MMBtu over the next few months as near-average winter inventory draws and higher liquefied natural gas (LNG) exports figure to help keep prices elevated into early 2022, the Energy Information Administration (EIA) said Tuesday.

Natural gas spot prices are set to average $5.53/MMBtu over the next few months as near-average winter inventory draws and higher liquefied natural gas

11/09/2021

U.S. President Joe Biden could take action as soon as this week to address soaring gasoline prices, Energy Secretary Jennifer Granholm said on Monday. On Saturday, Biden said the United States had tools to respond to high oil prices, after the oil producing countries that make up OPEC+ rebuffed U.S. pleas to pump more crude.

U.S. President Joe Biden could take action as soon as this week to address soaring gasoline prices, Energy Secretary Jennifer Granholm said on Monday.

11/01/2021

- Yields on speculative-grade energy company debt are near record lows, fueling a surge in issuance by players in sector
- Few fixed-income funds, though, have ever stopped buying oil and gas bonds as a matter of policy.
- Energy companies face challenges, but “decarbonization is an extremely long journey,” he said. “This is not something that investors can snap their fingers and say, ‘Oh yeah, let’s cut off oil and gas today from our portfolios.’”

Yields on speculative-grade energy company debt are near record lows, fueling a surge in issuance by players in the sector.

10/29/2021

- Funds would have “strongly underperformed the market from 2016 to 2021” without the huge inflows flooding the sector -- leaving Wall Street portfolios at the mercy of volatile capital flows.
- “If however, ESG inflows unexpectedly revert, the realized future return may be strongly negative.”

Funds would have “strongly underperformed the market from 2016 to 2021” without the huge inflows flooding the sector.

10/28/2021

- Natural gas supply is set to rise incrementally in the coming years, before jumping in 2025
- “This will be a crisis that is reoccurring over the next three or four years, simply because we don’t have a lot of new natural gas supply coming into the market in that period,”

Analysts are divided on whether demand for gas will continue to outstrip supply in years to come.

10/18/2021

- November contracts for delivery jump almost 18% after capacity auction showed no increase from Russia
- Russia has been accused of withholding supplies to bolster support for accelerating the start up of the Nord Stream 2 pipeline that will bypass Ukraine to deliver gas directly to Germany through the Baltic Sea
- More demand for liquefied natural gas in Asia has increased global competition for LNG cargoes, making it more difficult and expensive for the UK and EU countries to compensate for Russia’s reluctance to fill the gap

November contracts for delivery jump almost 18% after capacity auction showed no increase from Russia

10/13/2021

- The White House has been speaking with U.S. oil and gas producers in recent days about helping to bring down rising fuel costs
- Any call by the White House for an increase in U.S. production is likely to fall on deaf ears, according to one oil executive
- "By pursuing policies that restrict supply and make it harder to produce oil and natural gas here in America, Americans will have to pay more for their energy," said Anne Bradbury, chief executive officer at the American Exploration and Production Council

(Reuters) -The White House has been speaking with U.S. oil and gas producers in recent days about helping to bring down rising fuel costs, according to two sources familiar with the matter. In the United States, the average retail cost of a gallon of gas is at a seven-year high, and winter fuel cost...

10/03/2021

- US oil producers are not able to increase supply to tame soaring crude prices that remain “under Opec control”
- “Everybody’s going to be disciplined, regardless whether it’s $75 Brent, $80 Brent, or $100 Brent. All the shareholders that I’ve talked to said that if anybody goes back to growth, they will punish those companies.”
- while the Biden administration was calling on Opec to increase supplies, it was trying “to slow down US drilling in any way they can” through moves such as a moratorium on leasing federal lands for drilling. “They’d rather import crude oil from Opec,”

Scott Sheffield says ‘it’s really under Opec control’ after crude reaches $80 a barrel

10/01/2021

The merger, which was announced in May and pegged the enterprise value of the combined entity at about $17 billion, brings together Cabot's gas-rich Marcellus shale positions in the U.S. northeast and Cimarex's oil-heavy acres in West Texas, unlike most recent oil and gas deals that have been between companies with overlapping footprints.

Shareholders of Cabot Oil & Gas Corp and Cimarex Energy Co on Wednesday approved the proposed merger between the two companies to form one of the largest U.S oil and gas firms.

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