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Keith Schaefer - Oil and Gas Investments Bulletin
Email: keithschaefer@mining.com
About
Keith Schaefer is editor and publisher of the Oil & Gas Investments Bulletin. He started his subscription service in mid-2009 because he saw see there was no place where retail investors could go to easily find which oil and gas companies were creating huge shareholder wealth by using exciting new technologies, such as horizontal drilling, fracing and 3D seismic.
Recent Articles
Alberta Gas – All Dressed Up and No Place to Go?
Posted on December 6, 2014
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.
The debt double standard for Canadian vs American energy producers
Posted on July 20, 2014
Typical conservative Canadian investors–they have almost no tolerance for debt.
Iraq: Why it's worse than you think
Posted on June 16, 2014
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.
The Bakken gets bigger – likely a lot bigger
Posted on June 10, 2014
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.
Year in review: The Oil and Gas Investments Bulletin portfolio
Posted on December 30, 2013
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.
Oil and gas sub-sectors: From best to worst
Posted on December 2, 2013
Hot Money is leaving the producers—pricing in cheaper oil.
Oil and gas sector from first to worst: Where I'm putting my money now
Posted on December 2, 2013
Heavy oil producers should fare better than the light ones.
Could this save the U.S. gas market?
Posted on June 30, 2013
Buying on the margins sets prices in commodities markets.
Behind the numbers on 4 leading-edge LNG projects
Posted on June 18, 2013
Two catalysts ratcheted up investor interest in west coast liquefied natural gas.
Two big investing themes in the oil markets right now
Posted on June 11, 2013
Interview with fund manager Chris Theal of Kootenay Capital.
Three of the best charts going in natural gas right now
Posted on May 15, 2013
Fundamentals are driving price actions.
What the greenback is telling us about the market
Posted on May 6, 2013
Many investors study supply and demand statistics to figure out where they think the oil price is going.
Will this new 'national interest' be Canada's oil saviour?
Posted on April 17, 2013
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.
Waterfloods: The next big profit phase of the shale oil revolution
Posted on April 11, 2013
Producers are pushing water into underground formations to flush a large amount of oil out to nearby producing wells.
What's lowering the break-even price of natural gas?
Posted on February 21, 2013
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.
What stocks I'm buying right now
Posted on February 15, 2013
Canada has a seasonality for oil and gas stocks.
The saving grace for Canadian producers
Posted on February 4, 2013
The price of condensate — a very light oil which is condensed from rich natural gas and solution gas from oil — is skyrocketing.
Who's making a killing on condensate?
Posted on February 1, 2013
Condensate prices in Canada are soaring—now sitting some $14/barrel ABOVE WTI—making it the most valuable Canadian energy product.
The 'other side' of North American energy independence
Posted on January 21, 2013
Fast-growing domestic shale oil production will make light oil prices dip.
This is what's solving America's biggest pipeline issue
Posted on January 3, 2013
Railroads provide the most transportation for oil out of Bakken and offer producers compelling value
Bakken oil boom in question
Posted on December 28, 2012
North Dakota oil field produces 730,000 bpd but challenges remain to reach 1M
The huge risk-reward scenario in East Africa
Posted on November 26, 2012
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.
The 'water alchemists' in the new wild west
Posted on October 28, 2012
Producing oil and gas without water is impossible
Baghdad is losing Iraqi Kurdistan – empowered by oil and gas
Posted on October 17, 2012
Less Iraqi oil exports, and less foreign currency coming in.
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