In early 2013 the junior energy market turned on a dime—it went from rewarding growth, to rewarding sustainability—companies that grow within cash flow. Few companies can do this—and the smaller you are, the more difficult it is. But one of the smallest doing this successfully is Brian Schmidt’s Tamarack Valley...
Dear OGIB Reader,Small scale LNG (Liquid Natural Gas) exports from Canada’s west coast could replace the mega-projects now being considered by major oil companies.This would speed up exports, and create more jobs per billion cubic feet of gas (bcf) exported says Nathan Weiss, CEO of Unit Economics, an independent...
When the First Nations Group Limited Partnership (FNLP) signed its benefits agreement with the B.C. government and backers of the Kitimat LNG project for a proposed 463-kilometre pipeline earlier this year, Robert Metcs was in the background, smiling. Metcs, the President of Havlik Metcs Limited, which represented the 15 First...
Three factors have the big LNG export proposals for Canada’s west coast racing ahead at only a snail’s pace: 1. Permits 2. Taxes 3. Offtake deals In this article I want to talk about permitting—but before that, remember that the first LNG proposal that will export BC and Alberta gas—the Douglas Channel project...
Three factors have the big LNG export proposals for Canada’s west coast racing ahead at only a snail’s pace: 1. Permits 2. Taxes 3. Offtake deals In this article I want to talk about permitting—but before that, remember that the first LNG proposal that will export BC and Alberta gas—the Douglas Channel project...
How do investors play the LNG boom that is still in the early stages in Canada? Many investors believe the opportunity is far off. After all, most of the projects are still in the application phase—it will be years before they get built and start selling cargos. But National Bank energy...
One man’s junk is another man’s treasure.  One company’s natural gas headache is another company’s opportunity. George Fink and his Pine Cliff Energy (PNE-TSXv) are the aspirin for other natural gas producers.  George wants to buy natural gas assets now while the price is low, and asset valuations are even...
By Dave Forest In Part I of this series we saw how Mexican demand for U.S. gas exports has surged by 92% over the last 5 years. And with proposed new export projects slated to take up to 10% of U.S. production, Mexico could be the surprise driver of marginal...