Dropping energy prices—for both oil and natural gas—has investors and analysts checking to see what the break-even price is for oil production in each play in North America. This is a moving target, and it’s going lower all the time. And I’m going to tell you The Next Phase of increasing...
I'm off to Dubai for a week of meetings, but I want to leave you with some ideas that should leave you...questioning...The Bear Case on oil. I want to be clear...I'm not a perma-bull on oil.  Far from it.  I'm an investor, and a trader, looking for a trend.  Energy...
Oil companies drilling in the Marcellus shale have voiced their opinion that the new national standards the U.S. Environmental Protection Agency (EPA) plans to create will not have much impact.
On September 30, Teekay Corporation (TK:NYSE) declared that it entered into an agreement where it will purchase a stake in recapitalized Sevan Marine ASA (SEVAN:OSLO) and buy three floating production storage and offloading (FPSO) units from the Norway-based company.
Investors are trained by analysts and management to talk about oil prices when looking at energy stocks. But that’s a misnomer; a mistake even—especially in the United States, where the hydrocarbon geology is deeper and gassier than Canada.  And natural gas is worth a lot less than oil. Investors sadly pay...
Natural gas is the only commodity in North America where the US dollar is not the key factor affecting prices, says technical analyst and newsletter writer Donald Dony. He adds that the greenback sets the backdrop for oil, copper and other commodity prices. North American natural gas, however, is a...
Editor's Note:  Today's OGIB is my interview with fund manager Chris Theal... The Big Investing Themes for Kootenay Capital fund manager Chris Theal right now is oil field service companies (OFS), and heavy oil producers. Driving these two themes are: 1. Liquid Natural Gas (LNG) in North America 2. The huge growth in...
I can’t lie; it has not been easy making money in energy in the last 12 months. Oil stocks haven't followed oil up, natgas prices are at the mercy of fast growing production and pipeline & logistics companies are suffering from too much debt and rising interest rates. In 2017,...