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  • The Wicked Witch of Oil is Dead

    Ding-dong, the Cushing oil glut is gone!  Yes, the Wicked Witch for oil investors–absurdly high US oil inventories–is dead. This is a cyclical business so we knew it would happen eventually.  But I am certain that nobody expected the Cushing glut to drain in the two months since November 3, 2017. Yet that is...
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  • Do You Really Understand What’s Happening in Oil Right Now?

    2017 had the largest reduction in global oil inventories since data became available 33 years ago according to data driven firm Cornerstone Analytics. I bet you didn’t see that coming! Source: Cornerstone Analytics Stop for a moment and think about what that means. If inventories are declining, that means that...
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  • This Entire Industry is Running Off a Cliff–Why?

    Running Off a Cliff at Full Speed? Western Canadian natgas prices are lower than a snake’s belly in a wagon rut. And while most stocks are pricing that in, there could be another big leg down this spring. The main natgas pricing hub in Canada is called “AECO” which is...
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  • There’s An Oil Supply Crunch Coming… Here’s Why

    In 2017 the global oil industry recorded a dreadful level of new discoveries. You read that correctly.  I said dreadful. Global energy consultant Rystad Energy of Norway just reported that in 2017, producers made enough discoveries to replace just 11% of what was produced during the year. That means that...
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  • A Picture Is Worth 1000 Words. But This One is Worth $2.625 Billion

    Some people say a picture is worth 1000 words.  I only need FIVE to explain this picture:  It’s all the same asset. This map says that Advantage Lithium (AAL-TSXv; CAD$140 million Enterprise Value) will one day be worth as much as Lithium Americas (LAC-TSX; CAD$1 billion Enterprise Value or US$800...
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