Articles

November 19, 2015

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.

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November 13, 2015

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

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October 30, 2015

Bailing out the Bakken

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

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Why Russia may Default on its Foreign Debt

Why the western bankers have mispriced the default risk on Russian debt.

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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.

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Katusa’s Corner: Volume 1

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

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The name’s Bond … Green Bond

The hottest spot in the bond market and what it means for the renewables sector.

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The Future of Uranium: Three Major Takeaways from the 2015 World Nuclear Fuel Market Conference

I had the pleasure of speaking at the 2015 World Nuclear Fuel Market (WNFM) Conference in Paris, France

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Canadian Oil Sands & US Shale: Innovation via Necessity

How low oil prices have spurred innovation in the Canadian Oil Sands.

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7 Countries, 12 Companies, 2,200 miles, 0 Russian Gas? Priceless.

Russian sanctions and the Iranian nuclear deal cause a dilemma for EU natural gas supply.

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Oil Wars: Canada vs. US

Crude oil shipments by rail are hitting a wall.

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Royal Dutch Shell’s $5 Billion Coin Toss

What does US$5 Billion buy you today in the offshore oil world? Apparently, not that much.

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