When I see a bullish trend in the markets (like rising commodity prices) I go look for the most highly levered (or high “beta”) play to that trend.
Generally, I say the lowest cost intermediate producer in any commodity is the best beta. There are lots of junior gold, copper &...
By guest writer Michel Massad, publisher of Beating The Index.com
Energy stocks across the board have been hit hard in the last quarter—both producers and service companies. Stock charts have been laid to waste. Neither sexy resource plays nor respected leadership were enough to stem the bleeding.
But shareholders of three...
How do investors play the LNG boom that is still in the early stages in Canada?
Many investors believe the opportunity is far off. After all, most of the projects are still in the application phase—it will be years before they get built and start selling cargos.
But National Bank energy...
So much thought and energy is put into getting oil and gas out of the ground, that it can be easy for a lay person to forget about the infrastructure needed to transport these resources to places where they can be sold.
Investors now have the very first pure play on fracking sand... as US Silica (NYSE: SLCA) went public on the NYSE on February 1st at $17/share, raising $42 million. Prior to this IPO, the only frac sand companies were either private or held by oil companies.
There is a huge...
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...
Is the energy sector under-reporting oil demand? Some recent research suggests that's possible—potentially by a lot—as in 1.2 million barrels of oil per day (bopd).
For oil bulls, that's not enough right now to sway oil prices. But it could mean the market is tighter than everyone thinks.
And that wouldn’t...
Dear OGIB reader,
A 21st century wild-west scenario is developing in Texas.
It all has to do with the fast-rising use of water in the Lone Star state's energy patch.
There are two “Sheriffs” – state and national regulators – each with conflicting ideas.
And that means the townsfolk—all the oil and gas...
