Can shale oil and gas carry the U.S. to energy independence? The short answer is no, says Credit Suisse (CS) in a September 7 report, but North America as a whole could be energy self-sufficient. CS hangs their thesis on 4 key pegs: 1. Flow rates from oil wells about 25% higher than now,...
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)...
Dear OGIB Reader, Recently I sat down with Michael Campbell, host of the MoneyTalks radio show, AM980 Canada, to discuss the oil market… along with a few oil stocks in the Oil & Gas Investments Bulletin portfolio. Here's the transcript of our conversation. Enjoy. - Keith --------------------------------------- Michael: Very pleased to welcome back to...
In Part 1 I explained how Argentina’s Vaca Muerta shale is the only international play—so far—that looks like it could be bigger than the Bakken. For investors, the challenge is that most of the activity in Argentina today is controlled by major companies. Names like Shell, ExxonMobil, EOG Resources and...