One of the largest undeveloped shale plays in the world will get its First Big Test next month--June—the Beetaloo Basin in northern Australia.
It’s timely, it’s big, and for shareholders of Falcon Oil and Gas (FO-TSXv), it’s free. CEO Philip O’Quigley (yes he lives in Ireland) has done a novel-worthy...
The Shale Revolution is strictly a North American game. Before the Great Commodity Collapse of 2014, it really never found its footing anywhere else in the world.
Of all the plays I looked and of the few I covered, only one showed any real promise—the Vaca Muerta oil play in...
By Nathan Weiss and Keith Schaefer
Where is all the oil coming from?
Oil inventories continue to surge, but U.S. production has flatlined for weeks—even months.
I mean really—look at these simple facts that have been staring the Market in the face for months:
Year-to-date (YTD) production in 2015 in the U.S. is...
Bakken oil production has already declined in 2015. There is compelling evidence that this decline is going to accelerate significantly in the next couple of months.
If that happens the recovery we have seen in oil prices in recent weeks is also going accelerate.
Being as the market likes the fact...
Is This Oil Price "The Big Gap" for Investors?
I think investors are in the middle of a Big Gap in oil stocks. The Leaders have already run so hard they're pricing in $75-$80 oil--so there's not much value or leverage there. But the Laggards need even higher oil prices...
Psychology has changed in oil stocks. Huge cash inflows are returning to the sector. And that means one very large group of oil stocks is poised to win significant gains.
It’s NOT the leaders—the very best companies. They didn’t dip as much in December-January, and they have already run. The Early...
Surprise! Global Oil Demand Is Surging…..
While most of the oil market coverage has been focused on the glut of supply what has been missed is that an equally big story has emerged on the demand side of the equation.
Global oil demand is surging in response to the drop in...
These Statistics Show A Surprising Oil Hotspot Brewing in America
Guess which American oil play will show the largest increase in production the next two years? That’s right, I said increase.
The Bakken? Permian? Niobrara?
Well, defying all expectations of analysts and investors alike, it’s likely to be the Gulf of Mexico (GOM), with production...
