Investors don’t need to hire Sherlock Holmes to help them see what it did to the balance sheet of Cenovus (CVE-NYSE/TSX) after spending $17.7 billion to buy most of Conoco-Phillips (COP-NYSE) Canadian assets this week.
It’s a whopper of a deal.
In total what is being acquired adds 298,000 BOE/day of...
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...
I asked Cory Mitchell to explain two scenarios that could play out in the global energy markets, and what it means for energy investors. Here's Part 1 of his story.
- Keith
The Macro Dilemma
by Cory Mitchell, CMT
Energy investors need to be aware there are two massive macro forces in our...
The disaster unfolding in Europe this week is unearthing a whole host of problems with our energy system.
Not the least of these is that we clearly need more Liquified Natural Gas (LNG) capacity.
Oil has grabbed the headlines this week, but for the last 4 months LNG had taken center...
by Elizabeth Lappin, P.Geo
Elizabeth is the Geothermal Ambassador Coordinator at CanGEA, and the Founder of Castle Rock Consulting Ltd.
Alberta’s oil and gas wells produce thousands of barrels of water each day. This water is considered a waste by the oil patch, and operators pay to send it away by...
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...
Investment Profile and Business Overview (ticker: BDI on the TSX)
The Black Diamond Group (BDI) is one of the most boring companies I've ever come across.
They make & rent remote camps for the oilsands workers – from dining rooms to toilets – and supply the temporary office space. There's no technological...
There are a lot of options for your hard earned capital and no shortage of folks wanting to tell you how to use it.
Recent trends have been very profitable in different sectors. On the other hand, energy has displayed a horrendous previous 52 weeks.
So here are 5 reasons not...