One of the largest undeveloped shale plays in the world will get its First Big Test next month--June—the Beetaloo Basin in northern Australia. It’s timely, it’s big, and for shareholders of Falcon Oil and Gas (FO-TSXv), it’s free.  CEO Philip O’Quigley (yes he lives in Ireland) has done a novel-worthy...
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...
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,...
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...
By Bill PowersOne of the little spoken truths of the shale gas industry over the past three years has been that most of America’s gas fields are now experiencing production declines with one large exception: the Marcellus Shale in Pennsylvania.And that narrow reliance on one play gets even more...
Could US oil production peak...NOW? Shale oil production in the United States could potentially stop growing as early as...now. As in March 2015. The information came out in the EIA’s latest Drilling Productivity Report which was published on March 9, 2015. The report predicts that US shale production in the month of April will exceed...
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)...
You can read a lot on the breakeven price for oil right now.  I think a lot of what you read now is missing the point--because I think the breakeven price for oil isn't all about economics.  There's a human element to this (and every) trade. I think the breakeven...