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Energy & Utilities

Winter Is Coming: How Will Natural Gas Prices React?

Strong natural gas prices might encourage utilities to use coal instead of natural gas. It could help coal (KOL) increase its market share.

What We Can Forecast for Nabors Industries

On November 16, Nabors Industries’ (NBR) implied volatility was ~66%. Since NBR’s 3Q17 financial results were announced on October 24, its implied volatility has risen from 62.5%.

Coal Production Rebounded in the Week Ended December 2

For the week ended December 2, 2017, coal production rose sharply to 15.7 MMst (million short tons) from 14.1 MMst in the previous week.

A Look at Breakeven Prices and Trends i n Eagle Ford...

According to IHS, the top quintile wells are dominated by EOG Resources (EOG), Marathon Oil (MRO), and ConocoPhillips (COP).

China’s Crude Oil Imports Fell fom November’s High

In December, China’s crude oil imports were 33.7 million tons—down from 37.04 million tons in the previous month.

Analyzing Euronav’s Balance Sheet on December 31

Euronav had a liquidity of $754 million at the end of the fourth quarter. Euronav has been working to strengthen its liquidity position.

What’s ETE’s and ETP’s Price Forecast after 4Q17 Earnings?

Energy Transfer Equity (ETE) and Energy Transfer Partners (ETP) have been very volatile since the start of this year.

Tsakos Energy Navigation: Analysts’ Estimates for 4Q17 Results

Tsakos Energy Navigation (TNP) will release its 4Q17 results on March 12, 2018. Since the beginning of the year, the stock has fallen 12.5%.

Last Week’s MLP Rating Updates: Must-Knows

Global Partners (GLP), a midstream MLP involved in crude oil, refined product, and NGLs (natural gas liquids) logistics and marketing, saw two target price revisions and one ratings update last week.