While we fixate on sexy headlines about Chinese military threats in the South China Sea, for instance, or Washington 'lifting the ban' on crude oil exports, we miss the bigger stories—and we miss the reality.
How can investors get exposure to the hottest new oil and gas plays without getting burned by conflict premiums abroad or regulatory hurdles in North America? Fresh off three months of traveling the globe, Matt Badiali shares his insights on how to go where no one else wants to be and make a lot of money doing it.
Gazprom has Europe's natural gas market in a stranglehold and Europe is attempting to fight back, first with a raid last year on the Russian giant's offices and then with a probe launched earlier this week against its allegedly illicit efforts to control the EU's natural gas supplies.
It is an exciting time to be an energy investor in North America. North American natural gas prices are now the lowest in the world. This is a stunning development given that there were grave concerns about natural gas supplies in the early to mid-2000s.