There are a couple trends here everyone should be aware of—and it’s all good news for energy investors.THEME #1—DROP IN OIL PRICES MAY COME BUT NOT IN CASH FLOWFirst—the stocks of the major independent producers in the US like EOG (EOG-NYSE) and Pioneer (PXD-NYSE) have had great runs this...
Environmental concerns about hydraulic fracturing are impacting shale oil and gas exploration all over the world—Canada, the United States, New Zealand—but none as much as France.
One year ago, the Paris Basin in northern France was one of the top international shale oil plays in the world. And just like...
This is the worst time of year for world oil prices to hit a five year low for North American energy producers.
That’s because they typically evaluate their reserves at fiscal year-end—and that usually matches the calendar year. That means reserve evaluations are done with the current price "deck" looking...
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...
What are the Fathers of the Shale Revolution doing now?
You would be surprised—I sure was. The main part of the technical team from Mitchell Energy—which combined fracking and horizontal drilling to start The Shale Revolution in Texas’ Barnett Shale in 1998—is now working for a 15 cent junior in...
