This document discusses natural gas as a long-term investment theme and provides an update after one year. It notes that the U.S. is ramping up natural gas exports and demand is growing rapidly for power generation, transportation, and industrial use. The commentary also outlines several positive developments for natural gas, such as utility companies converting power plants to natural gas and major companies investing in natural gas vehicles. While there are some headwinds like environmental concerns, the document expresses increasing confidence that natural gas can fuel investment performance over the coming nine years as the theme's potential is realized.
A Guide to Investing in Oil Some investors believe that today’s low oil prices mean the time is ripe for investing in oil. Here’s where to start. Those watching the oil space know that prices for the fuel have been volatile since they soared past $140 per barrel in 2008.
Diesel and Cold Weather: What Users Can Do to Mitigate the EffectDorothy_Sanderson
Diesel’s importance in the United States depends on the industry it’s used. For those who are in the automotive sector, its use declined significantly from 2015 to 2017.
A Green Movement Approach: South African Fuel Price Part 1Lwandle Fakazi
From 2011 to June 2018, local fuel price have grown by over 8% annually while Brent Crude Oil Price (in dollars) shrunk by over 2% per annum in the same period. Follow the link to download Part 1 of a series unbundling the nature of our local fuel prices.
A Guide to Investing in Oil Some investors believe that today’s low oil prices mean the time is ripe for investing in oil. Here’s where to start. Those watching the oil space know that prices for the fuel have been volatile since they soared past $140 per barrel in 2008.
Diesel and Cold Weather: What Users Can Do to Mitigate the EffectDorothy_Sanderson
Diesel’s importance in the United States depends on the industry it’s used. For those who are in the automotive sector, its use declined significantly from 2015 to 2017.
A Green Movement Approach: South African Fuel Price Part 1Lwandle Fakazi
From 2011 to June 2018, local fuel price have grown by over 8% annually while Brent Crude Oil Price (in dollars) shrunk by over 2% per annum in the same period. Follow the link to download Part 1 of a series unbundling the nature of our local fuel prices.
New base energy news 27 august 2018 no 1196 by khaled al awadi-compressedKhaled Al Awadi
NewBase Energy News 27 August 2018 - Issue No. 1196 Senior Editor Eng. Khaled Al Awadi
Presenting the latest energy news Fyi to make it easy for you to select energy business
New base energy news issue 845 dated 08 may 2016Khaled Al Awadi
Greetings,
Attached FYI ( NewBase Special 08 May 2016 ) , from Hawk Energy Services Dubai . Daily energy news covering the MENA area and related worldwide energy news. In today’s issue you will find news about:-
• Saudi Arabia Replaces Veteran Oil Minister in Government Revamp
• UAE: More delays foreseen for Fujairah LNG-import plant
• Egypt :Rosneft delivers its first LNG shipment to Egypt
• Qatar: Maersk says risks losing Qatar field - its largest oil asset
• US: Shale wells provide two-thirds of U.S. natural gas production
• China Oil Imports Rise as Teapot Refinery Demand Overwhelms Port
• Crude oil prices close with Brent @ 45.37 and WTI @ 44.66
• Oil Market at Crossroads as Big Rally Masks Risks Lurking Ahead
we would appreciate your actions to send to all interested parties that you may wish. Also note that if you or your organization wish to include your own article or advert in our circulations, please send it to
khdmohd@hotmail.com or khdmohd@hawkenergy.net
Best Regards.
Khaled Al Awadi
Energy Consultant & NewBase Chairman - Senior Chief Editor
MS & BS Mechanical Engineering (HON), USA
Emarat member since 1990
ASME meme since 1995
Hawk Energy since 2010
w’egeu 0;w b9erg ;eg9 wijb eug9 gee
New base energy news issue 840 dated 28 april 2016Khaled Al Awadi
Greetings,
Attached FYI ( NewBase Special 28 April March 2016 ) , from Hawk Energy Services Dubai . Daily energy news covering the MENA area and related worldwide energy news. In today’s issue you will find news about:-
• UAE: The Masdar plan 10 years on: a project that kept its promise
• Saudi Arabia Follows Post-Oil Vision With Jordan Investment Plan
• Saudi Aramco sits financing plans for industrial push
• Iraq: Turkish oil group in talks to invest in Genel's Kurdistan gas project
• Iraq:Taqa Atrush project to be commissioned in the 2nd Q-2016
• Thailand: Mubadala completes Manora development drilling
• Crude oil prices take a breather after hitting 2016 highs
• Oil's Profit Surprise Has Analysts Wondering How it Did
• Statoil Posts Surprise Profit as Lower Costs Offset Oil Drop
• Not So Rich Anymore, GCC Enter World of Cuts and Strikes
• Wood Mackenzie: Global oil supply shortfall of 4.5 million b/d
by 2035 if exploration results don't improve
we would appreciate your actions to send to all interested parties that you may wish. Also note that if you or your organization wish to include your own article or advert in our circulations, please send it to
khdmohd@hotmail.com or khdmohd@hawkenergy.net
Best Regards.
Khaled Al Awadi
Energy Consultant & NewBase Chairman - Senior Chief Editor
MS & BS Mechanical Engineering (HON), USA
Emarat member since 1990
ASME meme since 1995
Hawk Energy since 201
Greetings,
Attached FYI ( NewBase Special 03 January 2016 ) , from Hawk Energy Services Dubai . Daily energy news covering the MENA area and related worldwide energy news. In todays’ issue you will find news about:-
• UAE subsidy reductions a step in the right direction
• Saudi Arbia: GE wins $1 billion Saudi power plant contract
• Woodside Strike Gas Offshore Vietnam
• Oil surges on Saudi Arabia, Iran tensions as 2016 trading starts
• Tesla Hits Low End of Goal, Shipping 17,400 Autos in Quarter
• Big oil Companies to cut investment again in 2016
we would appreciate your actions to send to all interested parties that you may wish. Also note that if you or your organization wish to include your own article or advert in our circulations, please send it to :-
khdmohd@hotmail.com or khdmohd@hawkenergy.net
Best Regards.
Khaled Al Awadi
Energy Consultant & NewBase Chairman - Senior Chief Editor
MS & BS Mechanical Engineering (HON), USA
Emarat member since 1990
ASME meme since 1995
Hawk Energy since 2010
Anthony Hobley, CTI CEO speech at UN SG Climate Summit, NYC, 23 september 2014CarbonTracker
Anthony Hobley, Carbon Tracker’s CEO, will officially present CTI’s work at the UN SG Climate Summit, Finance Session on 23rd September 2014 in New York.
Greetings,
Attached FYI ( NewBase Special 29 December 2015 ) , from Hawk Energy Services Dubai . Daily energy news covering the MENA area and related worldwide energy news. In todays’ issue you will find news about:-
• UAE fuel prices fall for fifth month in a row in January-2016
• Bahrain cabinet approves new diesel, kerosene pricing system — BNA
• Saudis Plan Unprecedented Subsidy Cuts to Counter Oil Plunge
• Saudi A Breakdown of the 2016 Saudi Budget and Its Implications
• Saudi Arabia Plans Subsidy Cuts as King Unveils 2016 Budget
• Iraq lures Exxon, Petrochina for southern energy projects
• India: GAIL India May Pick Up 5% Stake in TAPI Consortium
• Oil prices edge down as slowing demand adds to high output
• Iran Adding to Global Oil Glut Dims Hopes for Recovery Next Year
• Sinopec Plans to Double Fuling Shale Gas Capacity By 2017
we would appreciate your actions to send to all interested parties that you may wish. Also note that if you or your organization wish to include your own article or advert in our circulations, please send it to :-
khdmohd@hotmail.com or khdmohd@hawkenergy.net
Best Regards.
Khaled Al Awadi
Energy Consultant & NewBase Chairman - Senior Chief Editor
MS & BS Mechanical Engineering (HON), USA
Emarat member since 1990
ASME meme since 1995
Hawk Energy since 2010
Carbon Bubble - Making Sense of a "Fossil Market"Timon Henze
This presentation explores the impact of the so called 'carbon bubble' and how recent developments on the fossil fuel markets will influence financial decision making linked to it. The Dynamics of Oil Prices, CapEx, Cost-Investment-Decisions and Reserves is based with recent analyst data. A second part, obviously, discusses political mitigation proposals (divestment, de-subsidizing and extraction banning) and their rationale.
Booms and bust cycles are very much a part of investing in the fossil
fuel sector. In previous energy downturns, prices frequently
experienced serious slumps, but oil and gas companies mostly kept
faith in their biggest asset: Oil and gas reserves buried deep in the
ground. But things are markedly different this time around.
The Oil Age has powered the world for well over a century. There have
been two general thought about how it will ultimately end
Brian Klink of Hydrodec discusses the business and lifestyle benefits that allow him and his family to enjoy the balance of Ohio over their former home of Washington D.C.
http://www.cairnindia.com Cairn Connect is an internally created publication for all employees and stakeholders. It aims to create a common thread of communication and provide a vision to work together towards creating energy security for the nation.
This edition of Energy Perspectives summarizes industry activity in 2015 and outlook for 2016. Cost-cutting and balance sheet restructurings prevailed in 2015 in an effort to ensure survival in early 2016. M&A activity may be led by distressed opportunities, while bankruptcies are expected to accelerate. Once the industry reaches equilibrium, consolidation is expected as a means to capitalize on the “New Normal.”
New base energy news 27 august 2018 no 1196 by khaled al awadi-compressedKhaled Al Awadi
NewBase Energy News 27 August 2018 - Issue No. 1196 Senior Editor Eng. Khaled Al Awadi
Presenting the latest energy news Fyi to make it easy for you to select energy business
New base energy news issue 845 dated 08 may 2016Khaled Al Awadi
Greetings,
Attached FYI ( NewBase Special 08 May 2016 ) , from Hawk Energy Services Dubai . Daily energy news covering the MENA area and related worldwide energy news. In today’s issue you will find news about:-
• Saudi Arabia Replaces Veteran Oil Minister in Government Revamp
• UAE: More delays foreseen for Fujairah LNG-import plant
• Egypt :Rosneft delivers its first LNG shipment to Egypt
• Qatar: Maersk says risks losing Qatar field - its largest oil asset
• US: Shale wells provide two-thirds of U.S. natural gas production
• China Oil Imports Rise as Teapot Refinery Demand Overwhelms Port
• Crude oil prices close with Brent @ 45.37 and WTI @ 44.66
• Oil Market at Crossroads as Big Rally Masks Risks Lurking Ahead
we would appreciate your actions to send to all interested parties that you may wish. Also note that if you or your organization wish to include your own article or advert in our circulations, please send it to
khdmohd@hotmail.com or khdmohd@hawkenergy.net
Best Regards.
Khaled Al Awadi
Energy Consultant & NewBase Chairman - Senior Chief Editor
MS & BS Mechanical Engineering (HON), USA
Emarat member since 1990
ASME meme since 1995
Hawk Energy since 2010
w’egeu 0;w b9erg ;eg9 wijb eug9 gee
New base energy news issue 840 dated 28 april 2016Khaled Al Awadi
Greetings,
Attached FYI ( NewBase Special 28 April March 2016 ) , from Hawk Energy Services Dubai . Daily energy news covering the MENA area and related worldwide energy news. In today’s issue you will find news about:-
• UAE: The Masdar plan 10 years on: a project that kept its promise
• Saudi Arabia Follows Post-Oil Vision With Jordan Investment Plan
• Saudi Aramco sits financing plans for industrial push
• Iraq: Turkish oil group in talks to invest in Genel's Kurdistan gas project
• Iraq:Taqa Atrush project to be commissioned in the 2nd Q-2016
• Thailand: Mubadala completes Manora development drilling
• Crude oil prices take a breather after hitting 2016 highs
• Oil's Profit Surprise Has Analysts Wondering How it Did
• Statoil Posts Surprise Profit as Lower Costs Offset Oil Drop
• Not So Rich Anymore, GCC Enter World of Cuts and Strikes
• Wood Mackenzie: Global oil supply shortfall of 4.5 million b/d
by 2035 if exploration results don't improve
we would appreciate your actions to send to all interested parties that you may wish. Also note that if you or your organization wish to include your own article or advert in our circulations, please send it to
khdmohd@hotmail.com or khdmohd@hawkenergy.net
Best Regards.
Khaled Al Awadi
Energy Consultant & NewBase Chairman - Senior Chief Editor
MS & BS Mechanical Engineering (HON), USA
Emarat member since 1990
ASME meme since 1995
Hawk Energy since 201
Greetings,
Attached FYI ( NewBase Special 03 January 2016 ) , from Hawk Energy Services Dubai . Daily energy news covering the MENA area and related worldwide energy news. In todays’ issue you will find news about:-
• UAE subsidy reductions a step in the right direction
• Saudi Arbia: GE wins $1 billion Saudi power plant contract
• Woodside Strike Gas Offshore Vietnam
• Oil surges on Saudi Arabia, Iran tensions as 2016 trading starts
• Tesla Hits Low End of Goal, Shipping 17,400 Autos in Quarter
• Big oil Companies to cut investment again in 2016
we would appreciate your actions to send to all interested parties that you may wish. Also note that if you or your organization wish to include your own article or advert in our circulations, please send it to :-
khdmohd@hotmail.com or khdmohd@hawkenergy.net
Best Regards.
Khaled Al Awadi
Energy Consultant & NewBase Chairman - Senior Chief Editor
MS & BS Mechanical Engineering (HON), USA
Emarat member since 1990
ASME meme since 1995
Hawk Energy since 2010
Anthony Hobley, CTI CEO speech at UN SG Climate Summit, NYC, 23 september 2014CarbonTracker
Anthony Hobley, Carbon Tracker’s CEO, will officially present CTI’s work at the UN SG Climate Summit, Finance Session on 23rd September 2014 in New York.
Greetings,
Attached FYI ( NewBase Special 29 December 2015 ) , from Hawk Energy Services Dubai . Daily energy news covering the MENA area and related worldwide energy news. In todays’ issue you will find news about:-
• UAE fuel prices fall for fifth month in a row in January-2016
• Bahrain cabinet approves new diesel, kerosene pricing system — BNA
• Saudis Plan Unprecedented Subsidy Cuts to Counter Oil Plunge
• Saudi A Breakdown of the 2016 Saudi Budget and Its Implications
• Saudi Arabia Plans Subsidy Cuts as King Unveils 2016 Budget
• Iraq lures Exxon, Petrochina for southern energy projects
• India: GAIL India May Pick Up 5% Stake in TAPI Consortium
• Oil prices edge down as slowing demand adds to high output
• Iran Adding to Global Oil Glut Dims Hopes for Recovery Next Year
• Sinopec Plans to Double Fuling Shale Gas Capacity By 2017
we would appreciate your actions to send to all interested parties that you may wish. Also note that if you or your organization wish to include your own article or advert in our circulations, please send it to :-
khdmohd@hotmail.com or khdmohd@hawkenergy.net
Best Regards.
Khaled Al Awadi
Energy Consultant & NewBase Chairman - Senior Chief Editor
MS & BS Mechanical Engineering (HON), USA
Emarat member since 1990
ASME meme since 1995
Hawk Energy since 2010
Carbon Bubble - Making Sense of a "Fossil Market"Timon Henze
This presentation explores the impact of the so called 'carbon bubble' and how recent developments on the fossil fuel markets will influence financial decision making linked to it. The Dynamics of Oil Prices, CapEx, Cost-Investment-Decisions and Reserves is based with recent analyst data. A second part, obviously, discusses political mitigation proposals (divestment, de-subsidizing and extraction banning) and their rationale.
Booms and bust cycles are very much a part of investing in the fossil
fuel sector. In previous energy downturns, prices frequently
experienced serious slumps, but oil and gas companies mostly kept
faith in their biggest asset: Oil and gas reserves buried deep in the
ground. But things are markedly different this time around.
The Oil Age has powered the world for well over a century. There have
been two general thought about how it will ultimately end
Brian Klink of Hydrodec discusses the business and lifestyle benefits that allow him and his family to enjoy the balance of Ohio over their former home of Washington D.C.
http://www.cairnindia.com Cairn Connect is an internally created publication for all employees and stakeholders. It aims to create a common thread of communication and provide a vision to work together towards creating energy security for the nation.
This edition of Energy Perspectives summarizes industry activity in 2015 and outlook for 2016. Cost-cutting and balance sheet restructurings prevailed in 2015 in an effort to ensure survival in early 2016. M&A activity may be led by distressed opportunities, while bankruptcies are expected to accelerate. Once the industry reaches equilibrium, consolidation is expected as a means to capitalize on the “New Normal.”
Uber consulting firm Deloitte's regular mid-year update/analysis of oil & gas mergers and acquisitions. There were 299 deals in the first half of 2014, with 61% of those deals involving U.S. and Canadian companies. The report provides a high level view of what's happening by each major energy sector (upstream, midstream, downstream). It's no surprise that shale continues to dominate the energy picture in 2014.
Il World Energy Focus, nuovo mensile online della WEC's community, una e-publication gratuita per essere sempre aggiornato sugli sviluppi del settore energetico. Il World Energy Focus contiene news, interviste esclusive e uno spazio dedicato agli eventi promossi dai singoli Comitati Nazionali.
Opal Group Selects Gordon "Grant" Curtis as Energy Panelist Expertflashnewsrelease
Family Wealth Office Managing Director for CI Investments, SFO of Switzerland, Mr. Gordon “Grant” Curtis, has been invited to address Opal Group’s Energy Forum Conference attendees June 10-11.
One of the biggest challenges for the resurgent Indian economy is the exponentially growing demand for energy. With the country's oil import bill for last financial year touching a staggering $150 billion and per capita consumption of electricity languishing at a paltry 917.2kWh, as against 3298 kWh in China and 12346 kWh in the US, energy is clearly a critical focus area for the new NDA Government.
The Government has decided to tackle this challenge proactively by focusing on the three As – access, availability and affordability – as the primary drivers to reach the goal of sustainable energy for all. Landmark reforms are being planned for energy sector policies, and some, such as the new bill for the coal sector, has improved upon a 40-year legacy with one bold stroke. The Government has also set very ambitious targets for the renewable energy sector, with 100GW of solar energy installed capacity envisioned by 2020, entailing investments to the tune of USD 100bn.
Given the significant developments underway in this sector, the November issue of Policy Watch reached out to industry leaders across the power, hydrocarbons and renewable energy sectors, to capture their views on the policy reforms being proposed by the Government, and their recommendations to ensure a sustainable and energy-secure future for the country
Quarterly analyst themes of oil and gas earningsEY
As it almost always is, oil and gas profitability was driven by crude oil, refined product and natural gas market conditions in Q2 2019. Oil prices seesawed, rising steadily during the first half of the quarter, falling during most of the second half of the quarter, before rising again at the end.
Snam 2023-27 Industrial Plan - Financial Presentation
Thought for the_week_-_241
1. This commentary is not intended as investment advice or an investment recommendation. It is solely the opinion or our investment managers
at the time of writing. Nothing in the commentary should be construed as a solicitation to buy or sell securities. Past performance is no
indication of future performance. Liquid securities, such as those held within DIAS portfolios, can fall in value. Global Financial Private
Capital is an SEC Registered Investment Adviser.
Thought for the Week (241):
Natural Gas Update
Approximately one year ago, we introduced Natural Gas as an investment theme that we felt would provide our portfolios with periodic outperformance over the next ten years. We announced it with the following:
Once in a Decade
Another way to define a successful Portfolio Manager is someone who has:
One Decent idea every One year
One Good idea every Three years and
One Great idea every Ten years
The goal of writing about Natural Gas was to bring to light a topic that we would be tracking and looking to invest in without a specific short-term timescale. Natural Gas is an efficient fuel for power generation, a better feedstock for fertilizer production and a cleaner alternative for many vehicles. It is price competitive and consumed in an environmentally benign manner.
By calling Natural Gas our ten year idea, we were not suggesting that we would jump straight in and always have an investment in Natural Gas - every investment theme rotates between periods of “overbought” (demand drives prices artificially high) and “oversold” (lack of demand drives prices artificially low).
Nor were we proposing that we would limit our investment to Natural Gas as a commodity – there could be many diverse ways to benefit from its rising popularity.
So let’s have a look and see how this long-term idea has started to develop.
Progress on Natural Gas
At a time when the U.S. is experiencing large budget and trade deficits, while suffering from lack of direction in its energy policy, we are also ramping up Natural Gas exports. Cheniere Energy is building an export terminal in Houston, TX and a consortium led by Royal Dutch and Kinder Morgan is doing the same in Savannah, GA. Even with the continued debate over fracking, it’s hard to see the government or individual states ignoring the potential of Natural Gas to help ease the problems stated above.
Forbes Magazine recently announced: U.S. Natural Gas Exports Poised for Takeoff.1 In this article they used the phrase gone into hyper-drive to describe the demand for Liquid Natural Gas (LNG). The key consumers are electric generation, transportation and industrial feedstock. Between August and November of 2012, an additional 16.5Tcf (Trillion cubic feet) of export
1 Forbes Magazine: Nov. 8th, 2012.
2. This commentary is not intended as investment advice or an investment recommendation. It is solely the opinion or our investment managers
at the time of writing. Nothing in the commentary should be construed as a solicitation to buy or sell securities. Past performance is no
indication of future performance. Liquid securities, such as those held within DIAS portfolios, can fall in value. Global Financial Private
Capital is an SEC Registered Investment Adviser.
Definition of Fracking The slang term for hydraulic fracturing, Fracking refers to the procedure of creating fractures in rocks and rock formations by injecting fluid into cracks to force them further open. The larger fissures allow more oil and gas to flow out of the formation and into the wellbore, from where it can be extracted. Opponents of Fracking cite potential environmental effects including contamination of water and risks to air quality.
requests were received. This is over 60% of the total demand of 26Tcf in 2012. Hyper-growth indeed!
Where there is active drilling, there’s generally a booming economy which leads to job creation. We estimate that a Natural Gas industry working somewhere near its potential utilization may create 2 to 3 million new jobs. Employment may rise in companies that make pipes, hose, pumps, valves and so on. Nearby restaurants, shops, grocery stores, etc. would also benefit from the expansion of Natural Gas infrastructure.
Natural Gas would be the ultimate clean bridge to eventual renewable resources. Utility companies are converting coal and nuclear power plants to Natural Gas. We expect the pace to
increase.
AT&T has budgeted $565 million for 2013 & 2014 to
buy new vehicles that run on Natural Gas.
Waste Management will have 1,700 vehicles
running on Natural Gas in 18 months’ time and 31
Natural gas fuelling stations around the country.
UPS plans to run 5,000 vehicles on Natural Gas
with G.M. and Ford producing them. FedEx is also
testing LNG fuelled trucks. G.M. expects to sell over
10,000 Natural Gas delivery vans in 2013.
Indian and Chinese demand and imports are
expected to rise fivefold over the next five years.
Summary
We are still in the first year of a 10-year investment theme; so we don’t expect excessive returns in the immediate future.
There are a number of headwinds: Environmental concerns over fracking and Government energy policy being the main two. We expect these to recede with time, especially as individual states see the potential of embracing Natural Gas production and consumption.
With nine years left to prove our Natural Gas theory, we feel increasingly confident it may fuel investment performance.