As I explained in Part 1: Atlantic Canada Oil Shale Projects, we're seeing a shale revolution all over the world right now… from the juniors to the seniors. And we're seeing this increasingly in all-but-forgotten plays. Take the Green Point play, for example. The management team at Shoal Point...
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...
The last few months have seen a flurry of E&Ps announcing changes to their business strategy, moving from a growth-through-drilling focus toward an income-and-dividend model. These companies realize things are changing in the oil patch. Commodity price forecasts are down and investor euphoria over billion-barrel resource plays is fading. The stocks...
Japan spent US$75.4 billion on LNG last year, paying an average price of US$16.60 per million BTU—while gas prices in the United States averaged just US$2.75. No Japanese politician, economist, or grocer thinks that makes sense. So Asia is trying to lower prices for Liquefied Natural Gas (LNG) as...
In Part 1, I explained how LNG shippers will be one of the best investments—and THE best way to play cheap natural gas—right through to 2015. A combination of fast-rising demand from Asia and almost no new ships before the end of 2015 will keep cash flows and stock...
Editors Note: I've been following Tom McClellan for years. He has an uncanny ability to find intriguing economic relationships--ones you would never expect--through charting.  His recent article on oil was so direct, so simple I asked him to share it with you today.  I've been a subscriber for a...
Two catalysts just ratcheted up investor interest in west coast LNG—Liquefied Natural Gas. One was the re-election of the centre-right Liberal party in British Columbia in May.  The second catalyst came in mid-June, when Malaysia’s Petronas announced it wants to spend $16 billion—as fast as government approvals will allow—to ship...
Great Investors Share One Trait – They Wait For The Fat Pitch (Exactly Like This One) If you want to be a really good investor, you need to be able to do one thing really well: Sit on your hands and do nothing. It sounds easy, but it is the hardest thing...