by +Keith Schaefer There’s always a bull market in energy—you just have to know which sub-sector to buy. So where do my subscribers and I make money right now? You might be surprised by the answer...but first some context... In Q3 2103, oil producers in North America were the place to be, as...
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...
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...
by Elizabeth Lappin, P.Geo Elizabeth is the Geothermal Ambassador Coordinator at CanGEA, and the Founder of Castle Rock Consulting Ltd.  In Part 1 of this series on geothermal energy, I outlined the potential of it for both the oil and gas industry and consumers.  It’s a feel-good story, that can get a lot...
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...
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...
While the overall market took it on the chin yesterday, there was one big breakout.  No, not oil.  Renewables.  The renewable sector has formed a long bottom and looks about to break out of its range. Source: Stockwatch.comBigger renewable names like Plug Power (PLUG – NASDAQ), Enphase (ENPH – NASDAQ),...
Dropping energy prices—for both oil and natural gas—has investors and analysts checking to see what the break-even price is for oil production in each play in North America. This is a moving target, and it’s going lower all the time. And I’m going to tell you The Next Phase of increasing...