Sector Diversification: Target Oil Sands Just about everybody on Earth ought to know by now about the oil sands are a vast and virtually limitless supply that's going to backstop North American energy security for a century or more. But for all the hype and hoopla, surprisingly few investors...
Editor's Note:  Today's OGIB is the transcript of my recent interview with Peter Byrne of The Energy Report (TER) on a growing debate in North America's Great Experiment: the Shale Revolution, and I also talk about which junior producers I'm keeping close tabs on right now in the oil patch. ------------------------------------ The Energy...
The media said there was no winner at the June OPEC meeting held early this past week. But there was—a big winner in fact. OPEC producers didn’t win because they didn’t get a production-cap deal that would instantly give them a higher oil price. Even the Saudis are now issuing multi-billion dollar...
Apache’s new High Alpine discovery on the SW edges of the Permian Basin is one of the three most important inflection points in the North American energy market in the last decade. (The other two are the rise of the oily Bakken play in North Dakota and the gassy Marcellus...
by +Keith Schaefer There’s always a bull market in energy—you just have to know which sub-sector to buy. So where do my subscribers and I make money right now? You might be surprised by the answer...but first some context... In Q3 2103, oil producers in North America were the place to be, as...
Two years ago Colombia was the hottest international oil play in the world (for Canadian investors), with big wells creating big valuations and stock runs that left investors hungry for more. Now, these stocks have not only fallen to earth, they’ve crashed through the floor into the basement—despite good oil...
   Guest Post Hi, this is Keith Schaefer—even though you don’t recognize the logo above.  Since oil crashed back in the fall of 2014 we have had a few false starts at an oil price recovery. Is this rally real--or another tease? I’ve helped the editor at Hedge Fund Insiders http://www.hedgefundinsiders.com/, Reece Morgan, start a brilliant investment...
Part 2 of a 3-part Series: The new “tight”or “unconventional” oil and gas plays being discovered all over the world are so different from conventional production that independent reserve evaluators face new challenges when calculating reserves. That was one of the findings that came out of a conversation I had with...