Dear OGIB Reader, The cheapest and most profitable oil North America has ever seen is now “flooding” into the market, as producers once again use old technology to create a wave of new profits. Producers are using “waterfloods”—pushing water into underground formations to flush a large amount of oil out to...
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...
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...
Many investors are aware of the technological innovation – fracking – which has brought about a natural gas boom in North America. But the new technologies just keep coming...and the latest technologies will again REVOLUTIONIZE the global natural gas industry. The latest significant breakthroughs have to do with the production...
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...
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...
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...
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...