Natural gas prices have been soaring on both sides of the US-Canada border all through January—but just the leading natural gas stocks are breaking out--tepidly, and only after an extended stretch of very cold weather across the entire continent.
That’s the Market saying it believes that once this cold winter...
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....
Last week I looked at the phenomenal success of a new breed of offshore explorers who are using unconventional drilling (read: horizontal drilling and fracking) to unlock billions of barrels of bypassed oil in places like the shallow-water U.S. Gulf of Mexico.
Offshore producers are now getting returns as good...
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...
The Duvernay code has been cracked, and Canadian analysts are racing to update their financial models. It’s one of the biggest plays in Canada, and in a very short time it has gone from a very expensive science experiment to a money making play.
Recent results from Chevron (CVX-NYSE) and...
