Hess and Occidental Petroleum are the most sensitive to oil prices in his coverage area.
If the shortfall is large, the resulting high oil prices will likely push energy stocks to new highs.
The higher crude oil prices Wednesday are a mildly bullish near-term factor for the precious metals.
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The higher crude oil prices Tuesday were a bullish near-term factor for the precious metals.
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Moreover, one of the reason that oil prices are high is due to structural impediments.
Of course oil prices could always slump, puncturing the nascent domestic oil and gas boom.
Even with the recent drop in oil prices, oil stocks have continued to lag.
The higher crude oil prices Thursday are also bullish near-term factor for the precious metals.
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What impact might the withdrawal of biofuels and higher oil prices have on food prices?
If you think runaway oil prices are upsetting, just wait for what's in store for electricity.
Another more rational explanation is that Iran threatened missile strikes only to keep oil prices high.
For example, when oil prices fell sharply in the mid-1980s, oil stocks hardly moved.
They would be better off had they hedged against higher oil prices years ago.
With oil prices high and excess liquidity in the world, there aren't reasons for massive worry.
The relationship of gold and oil prices for the last several decades is well-established.
High oil prices and a big devaluation in 1998 have generated a huge trade surplus.
The rebellion in Libya sent oil prices up 25 percent in about a week.
Crude oil prices were weaker Wednesday morning, but turned firmer following the FOMC statement.
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On the other hand, Holmes sees a positive correlation between oil prices and gold prices.
That said, one of the biggest threats to gas supply is lower oil prices.
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So keep an eye on house prices, oil prices, gold prices and election polls.
The ratio has been depressed recently by a run-up in oil prices but will surely recover.
Investors initially dismissed the impact of higher oil prices and the hit to the Japanese economy.
And rising oil prices resulting from conflict in the Middle East are only exacerbating the situation.
Persuading all OPEC nations to go along would establish a floor under oil prices.
As the dollar sheds value it will naturally lead to high dollar-denominated oil prices.
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It says volumes about the adaptive abilities of free markets to high oil prices.
Obama, searching for a culprit for high oil prices, is looking at you, Wall Street.
The Fed inadvertently triggered the bubble in oil prices through its inflationary monetary policy.
But Saudi Arabia's appetite for more mega oil investments could fade with sustained lower oil prices.
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