Bill Powers's Contributions

A review of Chesapeake's business model, reserve booking practices, balance sheet and what CHK's financial circumstances may mean to the natural gas market.

A review of the ongoing struggles in Europe — both recent energy events and Europe's major dilemma: it's solvency crisis. This article reviews the likely consequences of the torrent of cash that is being unleashed by the European Central Bank (ECB) in its effort to prop up the continent’s economy, what this means for energy and how investors can profit.

A brief history of the Keystone pipeline and the importance of its expansion to the refineries on the Gulf Coast as it relates to the both the oil consumer and Canada’s oil sands industry.

A review and commentary on current events as they relate to recent historical events and what it means to all investors -- but particularly energy investors.

A discussion of the problems facing the U.S. dollar, the likely fallout when the slow decline of the U.S. dollar turns disorderly and finally, how investors can profit from these events.

A review of evidence that the U.S.'s third largest natural gas shale play (the Fayetteville) has reached peak production and what it means to investors.

What continued unrest in the Middle East means, particularly to investors.

A discussion of the reasons for the growing disconnect that has developed over the past 6 months between WTI and Brent Crude prices.

Natural Gas prices have become disconnected from those of its close energy substitutes - oil and coal. In this article, I examine historically how natural gas, oil and coal have been compared and what I believe will happen to the price imbalances we now see, long term.

A review of the biggest energy related themes I see unfolding in the next 12 months.

With the US dollar in turmoil and quantitative easing accelerating, investors can find great value in hard assets, including energy related investments.

A detailed review of how reduced drilling in the Gulf of Mexico is impacting natural gas production.

In my December 1, 2009 issue I identified the Haynesville shale in Louisiana and Texas as one of the few areas in North America likely to grow natural gas production over the following 19 months. While the Haynesville may continue to grow from its current level of production of approximately 1.80 billion cubic feet per day (bcf/d) (this figure is the estimated combined production from the Haynesville in both Louisiana and Texas), it now appears that production growth from the play has stalled.