Something Doesn’t Add Up In North Dakota’s November Production Report If you want to find buried treasure, you have to dig. And even then you may find the treasure chest is empty. That’s what happened to me this last two weeks as I realized one bit of oil data made NO sense...
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,...
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...
Top Energy and Mining CEOs on Hot Seat March 5 in Toronto. Investors, Here's Your Free Invite Hedge fund activist investor Zach George of FrontFour Capital will deliver the keynote address at the Subscriber Investment Summit on March 5, 2016 at the Hilton Toronto. Photo: Colleen De Neve / Calgary Herald (Source) Contrary to popular...
It's strange but true – some of the best performing energy stocks in Canada have been the junior GAS stocks. And there is also an argument that the future may be brighter than previously thought for a select few gas stocks. All these stocks have three things in common: 1.      They have...
I had a GREAT interview with the SPARTAN team...one of the most successful junior oil and gas teams in Canada in the last 20 years.  Rick McHardy and Fotis Kalantzis are now on their 4th iteration, having successfully monetized three previous companies for shareholders.I thought the interview had enough...
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...
Analysis on Petrolia, Corridor Resources, and Shoal Point Energy Dear OGIB Reader, When I say “Atlantic Canada,” I bet that shale oil is not the first thing that comes to mind. But as the global shale revolution continues in the energy patch, prospective shale targets – once written off as a waste of...