If you were on the hunt for the next big horizontal oil play in the U.S., where would you be inclined to look? Texas?  That makes sense; Texas is the top oil producing state in the country. California?  That also makes sense, California has been a top oil producing state for...
Great Investors Share One Trait – They Wait For The Fat Pitch (Exactly Like This One) If you want to be a really good investor, you need to be able to do one thing really well: Sit on your hands and do nothing. It sounds easy, but it is the hardest thing...
Two catalysts just ratcheted up investor interest in west coast LNG—Liquefied Natural Gas. One was the re-election of the centre-right Liberal party in British Columbia in May.  The second catalyst came in mid-June, when Malaysia’s Petronas announced it wants to spend $16 billion—as fast as government approvals will allow—to ship...
...Let me tell you what that means By Donald Dony Sector rotation is the normal evolution of different industry groups to a recovering and expanding economy.  It is also affected by investors trying to anticipation this expansion. Chart 1 illustrates the usual rise and fall of different key industry groups.   In a bear...
Editors Note: I've been following Tom McClellan for years. He has an uncanny ability to find intriguing economic relationships--ones you would never expect--through charting.  His recent article on oil was so direct, so simple I asked him to share it with you today.  I've been a subscriber for a...
One of the Largest North American Oil Discoveries in Decades What has the oil and gas industry so excited about the Alberta Bakken – the stealth play of the year? Some big companies on both sides of the 49th parallel have spent millions buying thousands of acres of land – with...
- Dave Forest Contributing Editor to Oil and Gas Investments Bulletin Buying on the margins sets prices in commodities markets.The margin is the very highest someone is willing to stretch up and pay to get that supply. The last barrel of oil; the final pound of copper. Everyone pays what the marginal buyer will pay. The U.S....
By Bill PowersOne of the little spoken truths of the shale gas industry over the past three years has been that most of America’s gas fields are now experiencing production declines with one large exception: the Marcellus Shale in Pennsylvania.And that narrow reliance on one play gets even more...