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...
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...
The market is flying. Meme stocks are back. It is good times again. But I have not been a big buyer.Instead, I have taken the opportunity to reduce my positions – particularly in oil – and regroup.I am not convinced that what we have here is a sustained bull market...
Alberta may not be back to its former self, but it sure looks like it is getting off the mat.
It always starts with jobs, especially in Alberta. Here the news has turned positive for the first time in years. Unemployment in Alberta dropped to 7.2% in February.
Source: economicdashboard.alberta.ca
Unemployment is now below...
My big question with the energy transition has always been: where’s the baseload going to come from?We want to get rid of oil. Okay. Around 80% of a barrel of oil is used in transportation. If we electrify everything – EVERYTHING – you get rid of a lot of oil demand.But...
Zeke Zeringue is a man with a plan. But the new CEO of Calgary based GasFrac (GFS-TSX) says shareholders need to understand it’s a long-term plan.
Zeringue took over as CEO of GasFrac in October 2011, 14 months after it went public on the Toronto Stock Exchange.
GasFrac is unique in...
Is This “Biggest Factor” Silently Charging Up The U.S. Natural Gas Market?
Mexican natural gas imports from the US will keep increasing through 2016 and 2017, to the point where Mexican demand could be 9% of US production with two years, up from the current 3.5%.
The chart below shows the...
Last week and this week I look at two ag commodities--phosphate and this week -- POTASH. Prices are soaring--but is this the peak of the cycle?
If you only looked at the supply and demand of the potash market, you would come away thinking its balanced.
Potash demand is expected to...
