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...
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,...
I want to show you the true lowest cost natural gas producer in North America. I’m not exaggerating. I’m not guessing. The financial statements make it absolutely clear--this company has the best piece of land on the continent. That isn’t opinion; the hard data tells me that it is so. I’m going to run...
There’s just one stock that interests me at this time of year. This is The Most Wonderfully Inefficient Time of the Year for the stock market.  It’s tax-loss-selling season. But I’m not running out buying any big basket of energy stocks.  The selling may be overdone, but it can stay overdone for a...
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)...
Sometimes you write a story.  Sometimes a story writes itself. In the next three sentences I’m going to give you everything you need to know. One… With more oil and gas producers in financial distress than aren’t, this has to be an historic opportunity to be buying oil and gas assets (especially...
Part 2 of a 3-part Series: The new “tight”or “unconventional” oil and gas plays being discovered all over the world are so different from conventional production that independent reserve evaluators face new challenges when calculating reserves. That was one of the findings that came out of a conversation I had with...
Dear OGIB Reader, Today's story comes from guest writer Cory Mitchell, who gives us an in-depth look at Bankers Petroleum -- one of the most widely followed international junior oil companies in the world. - Keith Bankers Petroleum Stock (BNK - TSX) Disappoints – Is it still a Buy? By Cory Mitchell, CMT Bankers...