The Investment Gems Buried in the EIA’s Data

Strange things are afoot at the Energy Information Administration. It’s been an eerie feeling that our investment community has had for years... [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy The Investment Gems Buried in the EIA’s Data Keith Kohl | Feb 17, 2023 Strange things are afoot at the Energy Information Administration. It’s been an eerie feeling that our investment community has had for years. In the past, it was a gut feeling that we weren’t being given accurate information, yet it was only over the last few years that that uncanny feeling grew too large to ignore. Again, this is old news, isn’t it? We’ve grown accustomed to being fed this kind of information. Recently, we [talked]( about the shadiness that has surrounded the oil industry for decades — how cheating among OPEC quotas has become a running joke amongst analysts as well as the preposterous oil predictions the mainstream media latch on to for clicks.  However, we've had legitimate concerns over the EIA's reporting accuracy. Now, to be clear, we certainly don’t hold any grudge against the EIA. But there’s far more room for error when your numbers are given to you by a bunch of nerds in the U.S. Census Bureau — people who probably don’t know the difference between shale oil and oil shale. Here Lies Silicon Valley, RIP If you thought the tech crash was bad... you haven’t seen anything yet. Due to a massive shortage of one rare resource that’s critical to their existence... Silicon Valley and the $5.2 trillion tech industry are facing a death sentence. And only one tiny company can save them from disappearing. [Read more about the $1 company ready to revive Big Tech.]( Mind you, there’s no nefarious plot in the EIA to fudge its numbers. In fact, the EIA is used to going back to make any necessary revisions to get it right… even if it IS months later and slipped quietly into its reports. I told you two weeks ago that I’d reveal an oil story buried in the EIA’s data, and here it is... The Investment Buried in the EIA’s Data This week, the EIA reported a monster inventory build of 16.3 million barrels of crude oil in the United States. But it wasn’t the sizable stockpile build that you should focus on. After all, we’re in the weakest season of the year for oil, when inventories should be building. This is the time of year when refineries are in maintenance mode. Take a look and see if you can spot it yourself in the EIA’s report: [eac1 2-16] Did you spot the massive adjustment higher of 1.967 million barrels per day in crude supplies? Go ahead and take another look quickly; I’ll wait. Keep in mind that’s per day, which comes to a nearly 14 million-barrel adjustment for the week. New Robot Has Tech Execs Scrambling You might not believe this is even real, but I assure you this video has been left unedited. Nearly every tech company in the world is scrambling to get its hands on this tech. And investors are set to profit handsomely. Get the details on [our Top 3 Stocks Picks here.]( The adjustment is essentially the difference between supply and disposition. EIA Administrator Joe DeCarolis pointed out at the end of last November that there has been a rise in the adjustment over time in the EIA’s monthly data: [eac21 2-16] So why are they getting it so wrong? Moreover, this situation has caused a bit of introspection over at the EIA. In fact, the administration is currently investigating whether or not it'll have to change its methodologies completely. It looks like one of three things could be going on here. First, the EIA could just be given bogus data to begin with. I say this not suggesting that it's intentionally fed wrong numbers, but errors and misclassifications can happen. The second is that crude oil is not being accurately captured by EIA surveys. The third potential excuse is that the EIA might be underestimating U.S. domestic production. You know just as well as I do where most of our crude oil production comes from, right? Nearly half of every drop of oil produced within the United States comes from an area that’s just 250 miles wide and 300 miles long. And that’s where you’ll find [the best oil stocks]( drilling in more than 7,000 oil fields. [Take a look for yourself.]( Until next time, [Keith Kohl Signature] Keith Kohl [[follow basic]Check us out on YouTube!]( A true insider in the technology and energy markets, Keith’s research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of [Energy & Capital](, as well as the investment director of Angel Publishing's [Energy Investor]( and [Technology and Opportunity](. For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology. Keith’s keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. You can join his vast investment community and target the most profitable biotech stocks in Keith’s [Topline Trader]( advisory newsletter. [Fb]( [Li]( [Tw]( This email was sent to {EMAIL}. You can manage your subscription and get our privacy policy [here](. Energy and Capital, Copyright © 3 East Read Street, Baltimore, MD 21202. Please note: It is not our intention to send email to anyone who doesn't want it. If you're not sure why you're getting this e-letter, or no longer wish to receive it, get more info [here]( including our privacy policy and information on how to manage your subscription. If you are interested in our other publications, please call our customer service team at [1-877-303-4529](tel:/18773034529).