Is The Bakken oil play dead in this low price environment? Continental Resources (CLR:NYSE) and EOG Resources (EOG:NYSE) were two of The Bakken pioneers.  These companies were early movers in the play and amassed big, core land positions--and today have significant production. The Bakken is what initially put these companies on...
Who said Chinese commodity demand was dead? Through the first three months of 2016 China imported 75.2 million gallons of ethanol from the United States.  That is more ethanol than the 70.5 million gallons China imported from the US for all of 2015!  Ethanol is used around the world as...
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...
Yes Virginia there is a Santa Claus.  Private equity fund Edge Natural Resources LLC is taking Canamax Energy private--at 67 cents, or a hair shy of a double over Thursday’s share price. It has been my largest position for a junior for two years, and gives me--and the subscribers who bought it...
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...
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...
What’s the biggest lesson retail investors need to learn to increase profits in these markets? It’s knowing how and when to trade volatility. The professionals say trading volatility really is the only way to make money in a flat to down market, which the energy sector (especially the juniors!) has gone through since...
THREE THEMES TO CHANGE YOUR ENERGY VIEWS Why Oil and Natural Gas Should Both Be Stronger To 2020 What happens to oil prices if OPEC does not co-ordinate a cut in oil production?  What happens to natural gas prices if Old Man Winter doesn't show up again this year? Energy strategist Dan...