Surprise!  Global Oil Demand Is Surging….. While most of the oil market coverage has been focused on the glut of supply what has been missed is that an equally big story has emerged on the demand side of the equation. Global oil demand is surging in response to the drop in...
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...
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...
I had a GREAT interview with the SPARTAN team...one of the most successful junior oil and gas teams in Canada in the last 20 years.  Rick McHardy and Fotis Kalantzis are now on their 4th iteration, having successfully monetized three previous companies for shareholders.I thought the interview had enough...
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...
To say that it is a “buyer’s market” for oil and gas properties would be an understatement. If you want to buy production or land, prices have come down by half in many areas. This is like going fishing and having the fish swim up to your boat and beg...
Argentina is the “Comeback Kid” story of 2014. After getting vilified for nationalizing one large ownership block in the prolific Vaca Muerta shale play in 2012, Big Oil is coming back in a Big Way—and dragging up the share price of the fast growing juniors in the play. Most investors...
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...