Crude Oil Futures Trading News and Videos

submitted by oiltrades 996 days ago (via energyinvestmentstrategies.com)

Here is very good news: The U.S. Department of Energy will stop researching hydrogen fuel cells for cars. Hydrogen fuel cells might be feasible if there were gigantic supplies of cheap wind and solar power available to make hydrogen. It was never a near term concept. In fact, when George Bush proposed a “moon shot” [...]

Wind Power Could Lift REE Demand:

submitted by oiltrades 996 days ago (via energyinvestmentstrategies.com)

An analysis by an experienced but controversial analyst, Jack LIfton, was recently published at Seeking Alpha and is reproduced below. It focuses on the use of neodymium, a rare earth element, in windmills, noting China’s plans to vastly expand its use of wind power. The use of REEs in windmills and the expansion of wind [...]

Rare Earth Mineral Prices

submitted by oiltrades 996 days ago (via energyinvestmentstrategies.com)

Shown below is part of the Great Western Minerals Group web site that compares the market value per tonne of their Hoidas Lake deposit of rare earth elements with other deposits as of February, 2008. If we assume that REE prices will rise somewhat as the recession ends, it is not unlikely that the Lynas [...]

Newsletter 24A: The Dark Side

submitted by oiltrades 991 days ago (via energyinvestmentstrategies.com)

In the conclusions to my latest newsletter I noted that, “Nearly every analyst is saying the market has come too far too fast and needs a pullback. Great, let’s have one.” Today I want to consider the pullback scenario further. While it’s true that when “nearly every analyst” says something that thing is probably wrong, [...]

Zenn Ups EEstor Stake

submitted by oiltrades 985 days ago (via energyinvestmentstrategies.com)

Another episode in the drama of EEstor - the privately owned potential game changing technology developer that has yet to produce a prototype for public inspection - is the public endorsement or EEstor’s recent milestone announcement by Zenn and Zenn’s decision to increase its investment in EEstor. Zenn (ZNNMF) is the only way for the [...]

The Outlook for Oil

submitted by oiltrades 977 days ago (via energyinvestmentstrategies.com)

Ever since oil lifted over $50 I’ve been saying that speculation is the cause. Actually, the lower dollar (caused by speculation) is a good part of the cause and inflation speculation is the rest. What is not driving oil up, it seems, is actual supply and demand. That’s the assumption in the market, anyway, and [...]

The Recent Oil Price Rise Will Slow or Stop

submitted by oiltrades 963 days ago (via energyinvestmentstrategies.com)

As numerous observers have said of late, the causes of oil’s substantial climb from about $40 to $70 were primarily the weakening dollar and purchases by investors and speculators (if there is a difference) to hedge their inflation fears. I’ve noted these causes ever since oil broke $50. More recently I offered the view that [...]

U.S. Oil Imports at Risk

submitted by oiltrades 963 days ago (via energyinvestmentstrategies.com)

Venezuela has provided about 11% of U.S. oil imports, roughly 1.2 mb/d. Two trends are putting that supply at risk. The first is Venezuela’s increased commitment to sell its oil to Cuba, to China, and to other non-Japanese Asian countries. This commitment may be partially one of political comradeship, but it also is based on [...]

Newsletter 26: July 28, 2009

submitted by oiltrades 921 days ago (via energyinvestmentstrategies.com)

Game Changing Battery Technology: Is It Here Now?Nearly every oil observer - Simmons, Maxwell, Jeff Rubin, many others, and least of all myself - see oil prices rising in 2 - 5 years, probably to new heights, if the global economy continues to recover. That’s based on pretty accurate visibility of new oil supply over [...]

Time to Forget About Zenn

submitted by oiltrades 905 days ago (via energyinvestmentstrategies.com)

On July 26th I wrote a piece about oil and energy which also focused on the speculative battery technology company EEstor and it’s minority owner Zenn Motor Company (ZNNMF). Since then I’ve given more thought and some added research to the matter. On July 29th, I posted a correction to my original pieces as follows: [...]