The North American oil market is going through a fundamental change that will affect the price of oil for the rest of this decade—fast-rising shale oil supplies from North Dakota and Texas. (Other shale oil plays will contribute as well, but none will come close to the revolution happening in...
The size of the prize in the giant Duvernay Shale is BIG—Canadian brokerage firm CIBC Wood Gundy said in a June 14 report the oilpatch could recover 2-5 billion barrels of liquids and 150 TRILLION cubic feet of gas. Who are the junior and intermediate stocks that have the most...
In many ways the oil industry is a fashion industry, and in 2011 the exciting new model on the investment bankers’ catwalk was the Duvernay shale. Over $2 billion was spent acquiring big land packages, and the rising price per acre kept the play in the news headlines. Covering over 100,000...
Two new tight oil plays in south Texas are attracting a lot of investor and industry attention—the Eagle Ford and the Eaglebine. THE EAGLE FORD The Eagle Ford has gone from obscurity in 2008 to now being the #3 play in all the United States (based on number of rigs drilling),...
Dear OGIB Reader,Today's story comes from Cory Mitchell, who explains how the charts of oil and the overall market are now hauntingly like the 2006-2008 period—but in the short term, that means now could be a good time to own stocks.- Keith Commodities and stocks have been moving closely together...
Editor's Note:  Everyone, it seems, is talking about the Keystone pipeline. Recently I wrote a story on a mostly unexplored topic in the U.S gas price debate – a problem that could soon affect oil refineries and the price consumers pay for gas on America's east and west coasts....
The next Big Thing in oil and gas is... water. It's one of the industry's biggest threats, and one of investors' biggest opportunities.  It's an emotional issue for everybody, and has the potential to be THE galvanizing political force in the North American oil patch in 2012. Consider these statistics: each...
My portfolio, which I use as the OGIB subscriber portfolio, finished 2011 up 48.2% on closed trades (stocks that I actually sold in 2011) and up 36% on open trades that were initiated, or first bought, in 2011.  If I include stocks I bought in 2009 and 2010, my...