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.
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.
Canadian Oil Sands & US Shale: Innovation via Necessity
How low oil prices have spurred innovation in the Canadian Oil Sands.