Posts tagged “newsletter”
In this week’s Energy Trends Insider our featured stories were The Navy’s Biofuels Program and the Great Green Fleet, Investment Opportunities in Natural Gas, and the Short Term Oil Price Investment Outlook. As we did last week, we would like to share one of those stories with regular readers of this column. Interested readers can find more information on the newsletter and subscribe at Energy Trends Insider.
The following story is exactly as it appeared in Energy Trends Insider, except the name of a company that was discussed in the newsletter has been omitted since this column is aimed at a more general audience.
Investment Opportunities in Natural Gas
By: Robert Rapier CONTINUE»
Our brand new weekly newsletter — Energy Trends Insider — debuted this week. We had stories on the implications of the U.S. corn crop, the state of Cleantech investing, Patriot Coal’s bankruptcy, and the potential of pyrolysis oil.
Interested readers can find more information on the newsletter and subscribe at Energy Trends Insider. To give a flavor for the kind of content, I want to share the story on the situation with the U.S. corn crop and how that can potentially impact upon the domestic ethanol sector. This has been a story that we have been on top of for two weeks; had ETI debuted a week earlier this would have been our lead story which was well before the story received much mainstream attention. In fact, I have not seen any detailed analysis yet on the potential implications of this story — but ethanol futures have moved sharply higher in the past two weeks.
Potential Impacts of Poor Corn Crop on Ethanol Market
By: Robert Rapier
I have long felt that one of the biggest threats to the U.S. ethanol industry is a major drought/crop failure in the heart of corn country. This year we may be experiencing such an event. Recent reports indicate that what had been expected to be a record crop of corn has been downgraded such that only 40% of the corn crop is being classified as in good or excellent condition. This is down 48% versus last week and 69% versus a year ago.
Corn prices are naturally surging in response; current corn prices are 21% higher than they were a year ago. Because so much of the corn crop is devoted to meeting ethanol mandates, there is a potential supply conflict being set up between food producers and ethanol producers.
Consumer Energy Report covers a wide variety of energy topics, and is targeted at a broad audience. Our columns tend to identify risks and opportunities, but we generally stop short of providing specific financial advice that may be better suited for a narrower subset of our audience.
Of course energy and finance are closely intertwined, so our columns often have financial implications. Over the years we have made a number of accurate projections on various companies or sector trends such as:
- The direction of ethanol stocks and Pacific Ethanol in particular
- The prognosis of Xethanol
- The oil prices over-correction in late 2008, which signaled a buying opportunity
- Publicly challenging the claims of Range Fuels, which subsequently went out of business
- Concluding that KiOR was overvalued by at least a factor of 2 before its subsequent 60% decline in share price
We have received feedback from investors and brokerage houses that profited from those projections. Numerous investors utilize our columns to make investment decisions because of our track record in predicting trends in the energy markets.
After receiving much correspondence, and at the behest of many of our regular readers, we’ve decided to roll out a new product to accommodate the needs and requests of our audience.
Today we announce the launch of our subscriber-only free weekly newsletter, Energy Trends Insider (ETI). ETI is targeted specifically at those looking for financial and technical advice in the energy sector — and will be in addition to our regular weekly columns. Each week we will focus on market trends, and at times we may highlight specific stocks of interest. ETI is written by veteran energy analysts and insiders with a long track record of making accurate calls on energy sector trends. I (Robert Rapier) will serve as the newsletter’s editor and will contribute my thoughts each week on topics such as:
- Projected trends in energy prices
- Opportunities that arise from developments impacting the energy sector
- How to profit from the shale gas boom
- Weekly developments in energy
- New technologies
- Due diligence and investigating company claims
The first issue will be e-mailed to subscribers in the middle of next week, so be sure to register your free subscription beforehand.