Can the Bakken produce one million barrels a day of oil? If so, it would join an elite group of oil fields able to produce at that rate. Only six other fields, including Saudi Arabia's famed Ghawar field, have ever topped 1 million barrels per day--they are Burgan (Kuwait), Cantarell...
They are the industry killers. When Dr. Andy Robinson and Robert Mintak set out to build a lithium producer together, they wanted a world-scale project, and they wanted it fast.  That meant no chemical risk, no permit risk, they wanted to be in production ASAP to take advantage of the...
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...
The North American oil market is going through a fundamental change that will affect the price of oil for the rest of this decade—fast-rising shale oil supplies from North Dakota and Texas. (Other shale oil plays will contribute as well, but none will come close to the revolution happening in...
  By Bill Powers Which natural gas producers will make it through this winter of low prices?  I’ll tell you one that I think will survive….but first I’ll tell you one today that probably will not. Natural gas prices on the NYMEX dipped below $2/mmBTU in December 2015 for just the second...
The oil market is greatly underestimating what has just happened. The Green Light for oil profits was turned on yesterday by US President Trump. I’m going to take advantage of it…. will you? Back during his Presidential campaign, Donald Trump repeatedly referred to the 2015 Iran Nuclear Deal (The Joint Comprehensive...
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...
In Part 1 (The Race To Supply LNG), I explained how the Japanese will most likely solve its power shortage, now that there are NO nuclear plants running. One of the biggest answers is LNG—Liquid Natural Gas—and an emerging LNG technology that is growing around the world... and could be...