WHAT'S HAPPENING IN THE NATURAL GAS MARKET? I've been buying natural gas stocks in 2016--for the first time in over five years.  In this short, 6 minute video, I tell you what's happening  in the natural gas market in North America--where it's come from since early 2016, what is driving...
The Brexit side has won.  The British people, the nation (not the politicians) have voted to leave the European Union, and become as Norway and Switzerland are—in Europe but out of the EU. This is not a binding vote; it’s only a referendum.  And it was a very narrow margin—basically...
How quickly could US shale production grow again if the oil price keeps rising? I suggest there has been a fundamental change—a bullish change—that will prevent US oil production from rising quickly. It certainly won’t grow as fast as it did from 2010-2015. That’s because US production was able to grow so...
Whenever I can, I invest for the long term. The reality is, oil and gas and ethanol markets are not only cyclical, but volatile within cycles. So when I find a company that is a)      Debt free b)     Can be so profitable it can increase its dividend TWICE in 2016 so far c)      Gives me exposure to...
What is “optionality”? In investing, it’s having a lot of upside with very little downside.  I would also call that an asymmetrical trade. At $45-$50 per barrel oil, most producers no optionality.  They can’t grow—or if they can, it’s only by a small amount, like 5-10%. But I found The Company—with enormous...
Canadian natural gas prices on the spot market hit an intraday low of $0.05/mcf earlier this month—that’s FIVE CENTS per thousand cubic feet.  That was a result of the massive forest fires around the oilsands hub city of Fort MacMurray, which has taken 1 MM bopd of heavy oil...
How do you get a golf ball out of a Coke bottle? It’s a puzzle that Ken Gerbino and his team at Titan Oil Recovery solved years ago, but have yet to commercialize on a grand scale. He’s hoping a new business model will find some entrepreneurs willing to fund this...
The Saudis want control of the oil market back, and they are lowering prices to weed out the high cost producers. But I found a western producer with even lower costs per barrel than the Saudis. That’s right—someone who beat them at their own game.  Just like the Saudis, this company...