Energy

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Sun Shines on LDK Solar (LDK, WFR, ENER)

Before the market opened this morning, LDK Solar (NYSE:LDK) reported third quarter earnings. The company earned $88.4 million (diluted EPS of $0.77) on revenues of $541.8 million. Analysts were expecting EPS of $0.71 on…

Douglas A. McIntyre · 18 years ago

Ethanol News From All Over (PEIX, AVR, JAVA)

The news on the ethanol front this morning is, shall we say, mixed. First, Pacific Ethanol (NASDAQ:PEIX) announced yesterday that it would increase its non-cash impairment charge for the suspended construction of its plant…

Douglas A. McIntyre · 18 years ago

Pirates Grab Saudi Oil Tanker

The US Navy reports this morning that a Saudi-owned tanker, the Sirius Star along with its crew of 25, has been hijacked about 450 miles southeast of Mombasa, Kenya. This attack is just the…

Douglas A. McIntyre · 18 years ago

OPEC Prepares To Wage War

As ironic as it may seem, the finances of OPEC members may be as bad as at any time in recent memory. They have become poor as quickly as they became rich earlier this…

Douglas A. McIntyre · 18 years ago

IEA Cost Projections Bode Ill (XOM, COP, APA)

The International Energy Agency released its World Energy Outlook yesterday. The headline number is that the IEA predicts oil prices will rise to $200/b by 2030. The agency cites rising demand from the developing…

Douglas A. McIntyre · 18 years ago

Repsol YPF: Are the Russians Coming? (REP)

Repsol YPF (NYSE:REP) is one of the ten largest integrated oil companies in the world. It is based in Madrid, and owns substantial assets in South America. Repsol reported third quarter earnings yesterday, but…

Douglas A. McIntyre · 18 years ago

Penn West Posts Big Numbers on Hedging Gains (PWE)

Penn West Energy Trust (NYSE:PWE) this morning reported third quarter revenues of $1.235 billion and earnings per diluted unit of $2.73. The company stated that the quarterly net income of $1.062 billion was "primarily…

Douglas A. McIntyre · 18 years ago

Arguments Still Valid Oil Will Go Back To $100

With oil moving in the direction of $50 a barrel, analysts keep moving their target price for crude lower. The argument is simple. A huge global recession will undermine demand in the nations which…

Douglas A. McIntyre · 18 years ago

Chesapeake Energy: Still Raising Cash (BP, CHK, STO, PXP)

If BP plc (NYSE:BP) plans to buy Chesapeake Energy (NYSE:CHK) as the rumor mill has suggested, it had better hurry up while there’s still something left. Early this morning, Chesapeake announced that it had…

Douglas A. McIntyre · 18 years ago

Pacific Ethanol Follows the Fold (PEIX, VSE, AVR)

Pacific Ethanol (NASDAQ:PEIX) reported third quarter numbers this morning and any resemblance to VeraSun and Aventine (NYSE:AVR) is purely familial. Pacific had revenue of $184 million, compared with analysts’ estimates of $219 million, and…

Douglas A. McIntyre · 18 years ago

T Boone Picken’s Plan To Run American Energy System

T. Boone Pickens plans to ruin the American electricity infrastructure by overloading it with power from his windmill farms. He may have access to cheap energy, but he may not have access to a…

Douglas A. McIntyre · 18 years ago