Energy Hedge Fund Center

As we predicted, our uranium and rare earth selections are amongst the leaders during this market rebound.  Their underlying fundamentals are strong enough on their own to propel this move.  In addition, the shorts may be running for cover here.  Lastly, the supply demand equation may be taking hold.[More...]

Last week hedge funds increased bullish bets to the most in two months as the strong January rally in commodities continued.

Investors’ enthusiasm for commodity indices and other investment products has supported a huge expansion in banks’ commodity desks as well as the number of specialist commodity funds and hedge funds. The question is whether it can be sustained if returns do not start to improve. The best columns begin with a chart. This one starts ... Read More

The EU’s embargo on Iranian oil exports will add upward pressure to oil prices, Opec’s secretary general said yesterday, even though there is no shortage of oil on the market. Abdullah al-Badri also said he was not concerned about too much oil in the market, even though the Organisation of the Petroleum Exporting Countries is ... Read More

Global oil markets are “very well supplied,” the head of the Organization of Petroleum Exporting Countries said, while Saudi Arabia, the group’s largest member, said it’s able to deal with any future shortages. OPEC, responsible for 40 percent of world oil output, is pumping about 30.6 million barrels a day, Secretary-General Abdalla El-Badri said today ... Read More

Iranian officials predicted that global oil prices would soar by 50 per cent in the wake of EU sanctions as the country’s oil minister declared exports to "some countries" would be cut off. In what will be seen as evidence of brinksmanship, Iran’s parliament postponed debate on a proposal immediately to halt oil deliveries to ... Read More

Oil Minister Rostam Qasemi has announced that Iran will cut oil exports to certain European countries in the near future in response to the recent oil embargo on the country. The European Union formally imposed an oil embargo on Iran and agreed to a freeze on the assets of the Central Bank of Iran on ... Read More

Global renewable energy deals climbed 40 percent to a record high of $53.5 billion last year from $38.2 billion in 2010, as solar, wind and energy efficiency overtook hydropower as the main deal drivers for the first time, a report said on Monday. Historically, hydro power has dominated renewables deal flow, but deals worth $1 ... Read More

New investments in commodities almost ground to a halt last year, Barclays Capital said on Thursday, with inflows into the sector dropping almost 78 percent from 2010 to the lowest in nine years. The move may indicate a shift in how investors are approaching the volatile asset class. Commodities saw an explosion in interest between ... Read More

Most commodities rallied for a second day Thursday on the latest signs that the U.S. economy is building momentum. Investors were encouraged by an increase in orders for long-lasting manufactured goods. But a primary driver of the rally was the Federal Reserve’s announcement Wednesday that it will keep interest rates near zero until 2014 to ... Read More