Canadian natural gas prices could drop by well over half in 2015 as new pipelines allow very cheap Marcellus gas to flood North America says a November 4 report by Canadian brokerage firm Macquarie Securities.
Typical conservative Canadian investors--they have almost no tolerance for debt.
The Sad Truth is that one has to wonder if Iraq isn’t in worse shape than it has ever been. And that isn’t good considering what the IEA says its importance to global energy security.
Oil producers are now “cracking the code” on the Torquay, or Three Forks formation below the Bakken, and coming up with incredible economics—these wells are paying back in only seven months.
When most investors think junior oil and gas—my main area of investing—they think about the producers. But I found this sector of the energy complex a tough place to make money in 2014—so I often went elsewhere.
Hot Money is leaving the producers—pricing in cheaper oil.
Heavy oil producers should fare better than the light ones.
Buying on the margins sets prices in commodities markets.
Two catalysts ratcheted up investor interest in west coast liquefied natural gas.
Interview with fund manager Chris Theal of Kootenay Capital.
The spot LNG market is growing, and fast.
Fundamentals are driving price actions.
Many investors study supply and demand statistics to figure out where they think the oil price is going.
A 'national interest' seems to be building around the idea of reversing a gas line that crosses two thirds of the continent to get western heavy oil to eastern Canada and refine it there.
Producers are pushing water into underground formations to flush a large amount of oil out to nearby producing wells.
Natural gas bulls keep pointing to the declining gas rig count in the US as a reason for a near-term turnaround to the upside in prices.
Canada has a seasonality for oil and gas stocks.
The price of condensate — a very light oil which is condensed from rich natural gas and solution gas from oil — is skyrocketing.
Condensate prices in Canada are soaring—now sitting some $14/barrel ABOVE WTI—making it the most valuable Canadian energy product.
Fast-growing domestic shale oil production will make light oil prices dip.
Railroads provide the most transportation for oil out of Bakken and offer producers compelling value
North Dakota oil field produces 730,000 bpd but challenges remain to reach 1M
Welcome to East Africa—home of a potential 28 billion barrels of recoverable oil, 440 trillion cubic feet of gas and 14 billion barrels of natural gas liquids.
Producing oil and gas without water is impossible
Less Iraqi oil exports, and less foreign currency coming in.