Oil

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.

Katusa’s Corner Vol. 2

Katusa's Corner Volume 2: The Battle of the Bakken, along with my thoughts on the market and charts to watch.

Katusa’s Corner: Volume 1

Katusa's Corner Volume 1: My thoughts on the market and my charts to watch.

Must Read

About us

Katusa Research is an independent research firm founded by professional investor Marin Katusa focused on natural resource stock investments.

Company

Customer Service

Contact 1.5x

This website may only be used pursuant to the Terms & Conditions, and any reproduction, copying, or redistribution (electronic or otherwise, including on the World Wide Web), in whole or in part, is strictly prohibited without the express written permission of New Era Publishing Inc. 530-800 West Pender St, Vancouver, BC, Canada.

© Copyright 2025 Katusa Research. All right reserved.