Do you know how most leaks are found on oil and gas pipelines? They get a shrill complaint over the phone from one of the landowners where the pipeline crosses. It’s true, says Dr. David Shaw, one of the authors of a draft “Leak Detection Study” prepared for the U.S. Department...
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...
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...
Peabody Coal (BTUUQ-NYSE) is a CRAZY, HIGH-RISK trade.  This stock was up 600% this week at one point on Friday.  But it could literally be worth almost zeroon Wednesday morning, after they report their quarterly. But it could also be on the way to $43, as I'll explain. Peabody Coal’s stock is already...
Commodity’ is now a four letter word. Metal prices have collapsed.  Oil is plummeting.  Natural gas and coal are struggling, and iron ore is on death’s door. But right now, there is one commodity that everyone agrees will rise in price this year. The Big Banks are piling into the idea. Analyst...
The rapid increase in horizontal drilling and the shale revolution in the energy sector is re-defining the need and demand for North American energy services companies. This has created a work backlog that has the entire industry – drillers, fracking companies, fluid specialists, water services - stretched to the limit,...
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 &...
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...