In Part 1 I explained how Argentina’s Vaca Muerta shale is the only international play—so far—that looks like it could be bigger than the Bakken.
For investors, the challenge is that most of the activity in Argentina today is controlled by major companies. Names like Shell, ExxonMobil, EOG Resources and...
Argentina is the “Comeback Kid” story of 2014. After getting vilified for nationalizing one large ownership block in the prolific Vaca Muerta shale play in 2012, Big Oil is coming back in a Big Way—and dragging up the share price of the fast growing juniors in the play.
Most investors...
We’ve seen in the first parts of this series there’s a revolution underway in offshore oil drilling.
Techniques like directional drilling and multi-stage fracking—perfected as part of the onshore shale revolution—are yielding some of the highest returns on capital anywhere in the world.
That’s because of new technologies like “logging-while-drilling” applications....
With so much excitement over U.S. shale plays lately, it’s hard to justify why investors should be looking anywhere else in the oil and gas space.
After all, what other sub-sector offers the kind of big production and returns enjoyed by unconventional shale drillers?
But there’s a fundamental shift in value...
by +Keith Schaefer
In part one I wrote about the 3 oil patch sub-sectors I'm most bullish on, and how I'm trading them: refineries, oilfield services, and heavy oil producers.
Today, my outlook for the remaining oil and gas sub-sectors—from best to worst...
LIGHT OIL PRODUCERS
Here's the dilemma with them: improvements in fracking...
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...
by +Keith Schaefer
Last week I looked at breaking developments that suggest the Duvernay shale may be the most profitable play in Canadian history.
Consider just two points on the play—hot off the press at a tight-knit gathering of Duvernay insiders put on by TD Securities in Toronto a few weeks ago:
Well...
