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It’s clear from comments on Q2 conference calls in the last week that North American producers ARE getting more efficient—lowering costs—in producing tight oil, or shale oil.  And they don’t think they’ve hit their limits yet. The high tech reason for these improvements? Simple sand.  It is stunning to me...
Last week we discussed why water is one of the industry’s biggest threats... AND one of investors’ biggest opportunities. To illustrate the problem, consider that well over 90% of the U.S. onshore produced water generated by the oil and gas industry is disposed into an Underground Injection well (UIC)/salt water...
Last week I looked at the phenomenal success of a new breed of offshore explorers who are using unconventional drilling (read: horizontal drilling and fracking) to unlock billions of barrels of bypassed oil in places like the shallow-water U.S. Gulf of Mexico. Offshore producers are now getting returns as good...
The Duvernay code has been cracked, and Canadian analysts are racing to update their financial models. It’s one of the biggest plays in Canada, and in a very short time it has gone from a very expensive science experiment to a money making play. Recent results from Chevron (CVX-NYSE) and...
In Part 1, I explained how LNG shippers will be one of the best investments—and THE best way to play cheap natural gas—right through to 2015. A combination of fast-rising demand from Asia and almost no new ships before the end of 2015 will keep cash flows and stock...
There is a multi-billion dollar water industry forming before investors' eyes in the oil patch. It's a huge opportunity for some great capital gains — but changing regulations, and a very attentive mainstream audience questioning business practises which have been in effect for decades, will will make it choppy water...
We are witnessing the birth of an entire new global industry, right before our eyes — liquefied natural gas (LNG). Like oil, LNG is now shipped all over the world. It has become one of the most profitable parts of the global energy patch.  Shipping LNG is the most profitable sector...
The water dilemma around fracking in the oil patch is valued in the billions. And entrepreneurs are quickly developing a suite of technologies to solve it. The issue is both the quality of water — residents near oil and gas wells want 100% comfort that fracking does not contaminate their groundwater...