A decade after hydraulic fracturing, or fracking, started the shale revolution and ended high natural gas prices, another revolution is set to rock the industry—Floating Liquified Natural Gas—FLNG.
It’s the leading edge of the natural gas world, and it could impact Canadian and US hopes for huge LNG exports. A...
How do you invest in the weather? When it comes to weather, what’s bad for natural gas is good for ethanol. These two commodities are almost exactly opposite trades each summer.Hot weather--especially on the populated east coast--makes for lots of air conditioning demand in North America, which increases natural...
New accounting rules in Canada are looser than before, making it harder for investors in oil and gas to understand their investments, and also more of a pain for Canadian companies to raise money in the United States.
That's the conclusion I've come to after interviewing industry executives and national...
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...
This week the EIA released the first look at its new method for reporting United States crude oil production.
It revealed two things.
First, the EIA’s prior method had been significantly overstating U.S. oil production so far in 2015.
Second, U.S. production appears to have started declining back in April. This is...
Is it time for investors to load up on oil shares--or time to sell? The answer is--it depends what metric you're looking at. On a cash flow basis, they're expensive. But based on Net Asset Valuations (NAV), they're cheap. How can oil stocks be both expensive and cheap? I'll...
In an exclusive interview, OGIB asks noted author Bill Powers: have investors and the general public been grossly misled about America’s energy future?
Something about America’s shale gas renaissance—and its gilded promise of previously-unthinkable U.S. energy independence—never made sense to Bill Powers.
As the author of the shale-challenging new book “Cold,...
Is there any common ground in the debate over hydraulic fracturing? It’s a divisive issue, especially in the U.S., where 90%-plus of all global fracking is done now, pitting neighbor against neighbor.
Two weeks ago I wrote about a success story -- How a U.S. Oil Refinery Got Saved -- in which...