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Canadian natural gas producers could get a 45-50% reduction in pipeline fees to move gas to central Canada from TransCanada (TRP-NYSE/TSX) on their Mainline pipeline, under a new tolling arrangement they will put to Canada's National Energy Board. If this goes ahead, it would have a huge (positive!) impact on western Canada's...
To me, the Market (Dow/S&P 500) is a bit of a binary trade right now. It’s pretty clear to me that the Market is determined to retest its late August lows. If it bounces, I think I can safely buy stocks and likely add to my biggest position again...
Is The Bakken oil play dead in this low price environment? Continental Resources (CLR:NYSE) and EOG Resources (EOG:NYSE) were two of The Bakken pioneers.  These companies were early movers in the play and amassed big, core land positions--and today have significant production. The Bakken is what initially put these companies on...
The recent bounce in oil prices has opened the "equity window" for energy companies to raise capital.  It's the first time this window has opened since October.  But should investors be buying? In the last three weeks, three Canadian energy companies raised equity capital; two juniors in Rock Energy (RE-TSX)...
Logistics are a bigger piece of the energy pie than ever before—especially rail.  Most energy investors are familiar now with the huge rise in crude-by-rail; getting Canadian and Bakken crude to the east and west coast refineries in the United States. It saved the profit margins for many oil producers,...
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...
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...
By Nathan Weiss and Keith Schaefer Where is all the oil coming from?   Oil inventories continue to surge, but U.S. production has flatlined for weeks—even months. I mean really—look at these simple facts that have been staring the Market in the face for months: Year-to-date (YTD) production in 2015 in the U.S. is...