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Engage with Andy Busch

Engage with Andy Busch

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July 18th 2014:Energy Special

This week on Engage, we cover the outlook for energy. First, we'll have on Dennis Gartman, editor of the Gartman Letter, to discuss the markets' view of oil and natural gas. Next, we'll have on Reuter's senior market analyst for energy, John Kemp, to tell us why horizontal drilling and not hydraulic fracturing is the real reason for the U.S. oil and gas boom. Finally, we'll have back on James Lucier from Capital Alpha Partners to provide his insight into how the US midterm elections will impact energy and energy regulation.

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Featured Guests

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Dennis Gartman

Dennis Gartman appears on CNBC, ROB-TV and Bloomberg television, discussing commodities and the capital markets, and speaks before various associations and trade groups around the world. In 1987, he began producing The Gartman Letter on a full-time basis, which he continues to do today. Gartman has been directly involved in the capital markets since 1974, after his graduate work at the North Carolina State University. He was an economist for Cotton Inc. in the early 1970s, analyzing cotton supply/demand in the US textile industry. He then went to NCNB National Bank in Charlotte, N.C., where he traded foreign exchange and money market instruments. In the late '70s, Gartman became the
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John Kemp

John joined Reuters in 2008 as one of its first financial columnists, specialising in commodities and energy. While his main focus is on oil markets, he has written broadly on the emergence of commodities as an asset class, regulatory issues and macroeconomic themes. Before joining Reuters, John spent seven years as a senior analyst for Sempra Commodities (now part of JP Morgan) covering base metals and crude oil. Previously, he worked as an analyst on world trade, banking and financial regulation for consultancy Oxford Analytica
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James Lucier

James Lucier is a Managing Director at Capital Alpha Partners, LLC, where he leads the energy & environmental practice. Lucier provides predictive, insightful analysis of trends in Washington energy and climate policy for an array of clients including asset managers, private equity investors, commodity traders, and investment bankers. His fields of expertise are domestic U.S. energy production, alternative energy, energy infrastructure and electric power, especially as they are impacted by regulation, litigation, and the U.S. political cycle. Before co-founding Capital Alpha Partners in 2007, Lucier was a Senior Vice President at Prudential Equity Group, where for nine years he was a memb
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