Keith Schaefer - Oil and Gas Investments Bulletin

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.

Alberta Gas – All Dressed Up and No Place to Go?

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

Typical conservative Canadian investors--they have almost no tolerance for debt.

Iraq: Why it's worse than you think

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

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

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

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

Heavy oil producers should fare better than the light ones.

Could this save the U.S. gas market?

Buying on the margins sets prices in commodities markets.

Behind the numbers on 4 leading-edge LNG projects

Two catalysts ratcheted up investor interest in west coast liquefied natural gas.

Two big investing themes in the oil markets right now

Interview with fund manager Chris Theal of Kootenay Capital.

A futures market for LNG?

The spot LNG market is growing, and fast.

Three of the best charts going in natural gas right now

Fundamentals are driving price actions.

What the greenback is telling us about the market

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?

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

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?

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

Canada has a seasonality for oil and gas stocks.

The saving grace for Canadian producers

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?

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

Fast-growing domestic shale oil production will make light oil prices dip.

This is what's solving America's biggest pipeline issue

Railroads provide the most transportation for oil out of Bakken and offer producers compelling value

Bakken oil boom in question

North Dakota oil field produces 730,000 bpd but challenges remain to reach 1M

The huge risk-reward scenario in East Africa

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

Producing oil and gas without water is impossible

Baghdad is losing Iraqi Kurdistan – empowered by oil and gas

Less Iraqi oil exports, and less foreign currency coming in.