Oil

What OPEC’s Latest Announcement Really Means

OPEC’s announcement was a good soundbite for the media, but what you won’t hear from the mainstream press is that OPEC’s move will not make a difference. Contrary to what some people believe, it’s not going to lead to higher oil prices over the long term. (6 minute read).

Will Electric Cars Kill Big Oil? Here’s the Answer…

Find out which of the world's largest oil companies are making billion dollar purchases in the renewable energy space... and will the electric vehicle come out on top. (6 min read).

What Will Happen to all the Debt in the Oil Patch?

Many oil companies and base metal producers are breaching their debt covenants. In this missive, I break down the solutions that the bankers have come up with. (7 min read)

This is what an Incredible Oil Well in North America Looks Like

In 2013, I was the first analyst to publish on an unknown company that had little money, an interesting land position and management team I liked. I believed in the world-class potential of its Montney acreage.

The Iranian Sanction Liftoff: Winners and Losers

The Iran Sanctions are a done deal. Here we inform you on the winners and losers of Iranian oil coming online and being sold into the international markets (9 minute read).

3 Key Facts the News Outlets are Missing on the Saudi Aramco IPO

The hottest topic of conversation today is the speculation that Saudi Aramco may go public with an IPO. But there are some simple questions that no one is asking.

Revisiting my Open letter to David Einhorn’s Big Oil Short

A trip down memory lane: David Einhorn's oil short and comparing our largest holdings.

2015 Silver Summit, India and the Elephant in the Room

An invite to San Francisco and the new elephant in the oil and gas sector.

Bailing out the Bakken

How the North Dakota government is bailing out the oil patch.

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