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In one sense, this makes NO sense:  Aveda Transport and Energy Services (AVE-TSX) hit record revenue (US$52 million) and record positive cash flow (just over $5 million) this last quarter, Q2 17. I mean, all this company does is move drill rigs; nothing else.  And there are just HALF the...
Oil stocks traded REALLY well yesterday.  You could just say ‘DUH!’ but there’s more to it than that. Through the day, weakness—what little of it there was—was bought. Stocks opened higher and kept running.  Most closed at or near their highs. The Biggest Gains were reserved for those stocks that had...
Who is saying “America First” when it comes to oil? OPEC is!  And it means US oil stocks—especially in the Permian Basin in Texas--should have a great run in the coming months. It’s so simple—let me explain. The rising oil price is now pricing in a production cut of 1 million barrels...
It’s quite plausible that The Biggest Winner in Donald Trump’s America First energy plan is--Canadian heavy oil producers. In Trump’s “An America First Energy Plan” he laid out his vision for the country’s energy policies going forward.  This plan had seven key points: Make America energy independent, create millions of new...
THREE THEMES TO CHANGE YOUR ENERGY VIEWS Why Oil and Natural Gas Should Both Be Stronger To 2020 What happens to oil prices if OPEC does not co-ordinate a cut in oil production?  What happens to natural gas prices if Old Man Winter doesn't show up again this year? Energy strategist Dan...
Will Occidental Petroleum’s $2 Billion Permian Be Any Better Than The Company’s Disaster In The Bakken? Occidental Petroleum (OXY-NYSE) just paid the highest price per acre in Permian Basin history at $50,000 per acre to get into that play—and that’s after backing out production. Shareholders had better hope that turns out...
Who said Chinese commodity demand was dead? Through the first three months of 2016 China imported 75.2 million gallons of ethanol from the United States.  That is more ethanol than the 70.5 million gallons China imported from the US for all of 2015!  Ethanol is used around the world as...
The Last Big Revolution in Energy in the 2000s was underground—The Shale Revolution. The Next Big Revolution in Energy is above ground—The Smart Grid, and the Internet of Things (IoT). What is a Revolution? It’s where disruptive change comes into a market, creating Big New Winners. And that’s happening now with the...