Part 2:  How To Position Yourself for High-Risk, High-Reward International Plays How do you find – and play - the junior oil exploration stocks that can be 10-baggers for investors? These are the companies that are drilling high-impact wells that can produce thousands of barrels a day – and their success...
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...
A decade after hydraulic fracturing, or fracking, started the shale revolution and ended high natural gas prices, another revolution is set to rock the industry—Floating Liquified Natural Gas—FLNG. It’s the leading edge of the natural gas world, and it could impact Canadian and US hopes for huge LNG exports. A...
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...
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...
Opportunity Is Knocking In The Energy Sector – Are You Prepared To Answer? On July 8, 2014 I made an incredibly prescient investment decision. I didn’t know it at the time, but it was a huge moment in my investment career. That decision is documented in this e-mail that I sent to my subscriber...
Look at this chart!  This kind of visual makes an oil and gas CEO proud when addressing his Board of Directors or shareholders. Source: Southwestern Energy Corporate Presentation But despite this beautiful production growth chart--this company has COST investors BUCKETS of money over the past two years. I’ll explain to you what happened--and how you as an investor...
Many investors study supply and demand statistics to figure out where they think the oil price is going. But by far, the biggest factor that determines the oil price is the US dollar, says Donald Dony, who pens The Technical Speculator investment newsletter. “The US dollar is absolutely pivotal for commodity...