The energy sector is such a typical American-Canadian contrast.  It's like the Americans love to shoot guns, and the Canadians love to dodge bullets.
 In the USA, the Shale Revolution has turned the American energy industry upside down with huge new supplies of natural gas and light oil. 
 
 They have reversed...

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...

As the oil price fell from $105/barrel in 2014 to $26/barrel in 2016, producers, service companies and banks/lenders worked very co-operatively to keep as many people employed and as much oil flowing as possible. It has been a remarkably co-operative endeavour for the global energy industry. I expect that to change...

Ever wonder why the stock of an energy company you love doesn’t go up? You’ve analyzed it and you think it’s undervalued. But the stock doesn’t go up. Well, I just finished reading one of the best explanations of why that happens. It’s a November 2013 report from oil and...

Here's a bar bet you energy investors can use:  Hey, how much if any is the world under-supplied oil right now? The answer, says one highly respected voice, would surprise you: They say the global oil market is currently undersupplied by 2 million barrels per day.  That's a very bullish...

Something Doesn’t Add Up In North Dakota’s November Production Report If you want to find buried treasure, you have to dig. And even then you may find the treasure chest is empty. That’s what happened to me this last two weeks as I realized one bit of oil data made NO sense...

I'm off to Dubai for a week of meetings, but I want to leave you with some ideas that should leave you...questioning...The Bear Case on oil. I want to be clear...I'm not a perma-bull on oil.  Far from it.  I'm an investor, and a trader, looking for a trend.  Energy...

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,...