Carl Icahn’s Letter to the Board of SandRidge Energy: Moving Beyond the Bonanza Debacle

Carl C. Icahn’s Open Letter to the Board of Directors of SandRidge Energy: Moving Beyond the Bonanza Debacle, January 9, 2018 Obviously pleased that you made the wise choice to terminate the Bonanza merger agreement but still have concerns about many of the things this board has permitted to happen at SandRidge Current directors were […]

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Energy Prognostications for 2018

The Top 10 RBN Energy Prognostications for 2018 – Year of the Dog: Who Let the Dogs Out? 10. In the regional gas-on-gas wars, the winner is Henry Hub. Increasing natural gas production from Marcellus/Utica, the Permian and all other major basins will compete head-to-head for the only significant growth market in the US: Gulf […]

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Natural Resources Market Commentary (GRA): Oil, Natural Gas, Precious Metals, Copper, Agriculture

Goehring & Rozencwajg Associates 2Q17 Market Commentary, July 21, 2017 Market Commentary S&P North American Natural Resource Sector Index, which has a high weighting to North American oil and gas stocks, declined 7.2% during the second quarter (down 11.2% for the year) Reflecting the relative outperformance of mining versus energy this year, S&P Global Natural […]

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The Good Thing About Climate Change: Opportunities to Invest in the Climate Change Sector

GMO White Paper – The Good Thing About Climate Change: Opportunities, August 2017 The climate change sector Mitigation Industries involved in the mitigation of climate change and the transition to a clean energy world include solar, wind, nuclear, hydro, geothermal, batteries and storage, smart grid, and clean power generation We also look at the inputs […]

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