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Energy Markets News, Quarterly Commentaries, Blog and White PapersEnergy Equities: The Case for More Than A Bounce
Waivers regarding Iranian crude export restrictions, combined with robust production from Saudi Arabia and the US, has suddenly resulted in a short-term oversupply of crude. Still, we believe the recent pullback has created a buying opportunity as fundamentals remain...
read moreBP Capital Fund Advisors is hiring a Marketing Assistant – Office Manager
Job Description Boone Pickens Capital Fund Advisors (BPCFA) is a vibrant, innovative investment firm disrupting the energy investment landscape. Our Chairman, Boone Pickens, founded his family office in 1997, and BPCFA was founded in 2013, with the launch of the...
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Webinar – The Case for Energy Investment Now
On September 6, 2018, our portfolio managers conducted a webinar: The Times They Are A-Changin': The Case for Energy Equity Investment Now. If you missed the session, we offer the following Key Takeaways OIL PRICES TO BE SUPPORTED BY TIGHTENING FUNDAMENTALS...
read moreOil: It’s About to Get Tight(er) in Here
After more than a year of inventory destocking, prompt crude oil conditions have recently softened primarily due to a timing mismatch between an increase in Saudi Arabian production and an upcoming major decline in Iranian oil exports stemming from additional US...
read moreWhen Will Completion-Exposed Oil Equities Discount Permian 2020?
A shortage of pipeline takeaway capacity in the Permian Basin (the growth engine for US shale oil production) has resulted in a decline in near-term earnings expectations, as well as a major hit to investor sentiment, for many completion-related oilfield service...
read moreMLPs Get a Win with FERC Ruling Clarifications
After market close on July 18, 2018, the Federal Energy Regulatory Commission (FERC) issued a final rulemaking policy that essentially walked back its original proposal on March 15 that triggered a selloff of MLPs. FERC’s original proposed ruling disallowed MLPs with...
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