Thursday, September 3rd, 2009
http://www.theenergyreport.com/pub/na_u/1073
Just back in his Wall Street digs from Spanish site visits to check out some "just absolutely mind-boggling" solar and wind projects, Blue Phoenix Chief Investment Strategist John Licata sat down for another exclusive interview with The Energy Report. Well regarded for his insights and forecasts across the commodity spectrum, John talks about some excellent investment opportunities in both natural gas and oil. And while acknowledging that he's probably in "a dark room alone on this one," he also sees reason to be bullish about the refining space.
Tags: Alon USA Energy, Berry Petroleum, Bill Barrett, cap and trade, CFTC, crude oil, CVR Energy, Devon Energy, Exxon Mobil, Frontier Oil, Gazprom, Holly Corp, LNG, natural gsa, OPEC, Petrobras, refiners, St. Mary Land & Exploration, StatoilHydro, Sunoco, Tesoro, Valero
Posted in Energy, Interviews | No Comments »
Thursday, April 30th, 2009
http://www.theenergyreport.com/pub/na_u/860
TER: So, we may not even see $65 in 2009?
JL: I think we can. Once we get through the summer months, we can see the economy start to show some signs of life; but I think that the oil market is going to go back to its own fundamentals. We’re going to maybe look at where the dollar is trading, as well. There is plenty of oil in the market place right now, but all the E&P budgets being cut is going to show that, when there are actually any signs of demand increasing, we’re going to see a massive short covering.
Tags: ALJ, Alon USA Energy, Baker Hughes, Bakken, BBG, Berry Petroleum, BHI, Chesapeake, CHK, crack spreads, crude oil, E&P, Haynesville Shale, Holly Corp, Marcellus Shale, Natural Gas, non-OPEC members, Oil, OPEC, refiners, SFY, Sunoco, Swift Energy, Tesoro, UNG, Valero, Western Refining
Posted in Alternative Energy, Energy, Interviews | No Comments »