Editorial Dept

Latest articles from Editorial

• Tunisia’s Islamist to Step Down as Crisis Narrowly Averted

  Published 04 October 2013 | viewed 4,772 times

  Bottom Line: Tunisia’s ruling Ennahda party has agreed to hand over power to an independent transitional technocratic leadership after three weeks of talks with the…

• Another Discovery for Financially Moribund Petrobras

  Published 04 October 2013 | viewed 3,919 times

  Bottom Line: A new discovery for Petrobras offshore in the northeast of Brazil is good news in theory, but bad news in terms of investment…

• The Best Way to Beat Today’s High Costs in Oil and Gas

  Published 27 September 2013 | viewed 5,012 times

  I’m a big fan of royalty companies. And I want to tell you about a new firm I’ve found, that’s using this time-tested model for…

• A Great Opportunity in the Oil Services Sector

  Published 27 September 2013 | viewed 3,610 times

  I've recently found very little to like in the oil services sector, but a move this week has me looking very seriously at starting a…

• Massive Investor Risk in Turkey as Erdogan Takes on Koc

  Published 27 September 2013 | viewed 6,364 times

  Turkish Prime Minister Recep Erdogan has decided to take on the biggest family in the country in the form of Koc Holding. The markets don’t…

• Iran Back in the Game?

  Published 27 September 2013 | viewed 5,469 times

  Bottom Line: The UK is close to making a thaw between Iran and the West a tangible reality by considering allowing BP to resume work…

• Maersk-Linked Company Could Win Monopoly over Russian Container Shipping

  Published 27 September 2013 | viewed 4,326 times

  Bottom Line: Denmark-based Maersk Group’s APM Terminals owns more than 25% of Global Ports Investments (GPI), with Russian partners, and GPI is hoping to acquire…

• Kenyan Security: Paying for Somalia

  Published 27 September 2013 | viewed 4,970 times

  Bottom Line: Somalia-based al-Shabaab radical Islamist group has claimed responsibility for the 21 September attack on Nairobi’s Westgate mall. This indicates a further weakening of…

• Azeri Gas Sells Big in Europe

  Published 27 September 2013 | viewed 4,587 times

  Bottom Line: Europeans are lining up for Azeri gas futures from Shah Deniz, playing to Baku’s tune of multiple customers. Analysis: At the gas sale…

• Where's the Next Play for the Giants of Oil?

  Published 20 September 2013 | viewed 6,894 times

  What will they do with all that cash?That’s the question investors are asking of major oil firms like Apache (NYSE: APA). The company recently completed…

• A Long Term Play that Should be on Your Radar

  Published 20 September 2013 | viewed 3,674 times

  Since my last column pointing out the vast value I saw in back month crude futures, I wanted to try to translate that opportunity into…

• Libya: The Fate of Oil under an Impotent Government

  Published 20 September 2013 | viewed 5,402 times

  As all attention is focused on Syria, and wondering how oil prices might respond to a US strike, where oil is concerned the focus should…

• Turkey’s Erdogan Makes Fatal Move Taking on Koc Holding

  Published 20 September 2013 | viewed 7,857 times

  Bottom Line: Embattled Turkish Prime Minister Recep Tayyip Erdogan is taking on the country’s biggest company, Koc Holding, with criminal legal action that might end…

• Engaging Iran in Syria

  Published 20 September 2013 | viewed 5,802 times

  Bottom Line: The Syrian army has resumed its offensive with renewed vigor after the US backed down from a decision to strike Syria and accept…

• NSA in Brazilian Spotlight for Spying on Petrobras

  Published 20 September 2013 | viewed 4,253 times

  Bottom Line: Tensions are boiling between Brazil and the US over the revelation of NSA spying on Petrobras, in what is a continuation of the…

• Big Changes in Store for Statoil

  Published 20 September 2013 | viewed 3,685 times

  Bottom Line: Big changes are in store for Norway’s state-run oil giant, Statoil: After winning parliamentary elections last week, Norway’s new Conservative-led government may move…

• Could this be the Trade of the Decade?

  Published 13 September 2013 | viewed 4,371 times

  This could be the most important column I write all year – and I wanted to write it when the ‘free view’ period was done…

• The World’s Best-Positioned Junior Coal Play?

  Published 13 September 2013 | viewed 6,571 times

  I’ve said previously that India is going to be the biggest story no one’s heard yet in thermal coal. Last week came some of the…

• Final Years for Lukashenka?

  Published 13 September 2013 | viewed 3,194 times

  Bottom Line: Belarusian leader Alexander Lukashenka may not make it past 2015 presidential elections because he’s chosen to take on Russian oligarchs and Russia will…

• Giant Kashagan Finally Starts Production, Watch the Transport

  Published 13 September 2013 | viewed 4,143 times

  Bottom Line: Thirteen years and $50 billion later, Kazakhstan’s giant Kashagan oil reservoir started pumping on 11 September—but follow the money for the transport, which…