Entries by ARC Energy Research Institute

July 24, 2023 Charts

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S&P/TSX E&P index up over 6% in last week; BCOM up nearly 5% last week; WTI up across the futures curve over last month; WTI-WCS differential widens as turnarounds end; US oil rigs dropped by another 7 on the week;

June 19, 2023 Charts

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US oil inventories near the 5-year average; US crude production increased to 12.4 MMB/d; Canadian gas production volatile amid fires; US gas production falling in recent weeks; Cdn drilling activity tracking near 5-year highs;

From the Prize to the New Map: An Interview with Daniel Yergin

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Subscribe: Spotify | iTunes This week our special guest is Daniel Yergin vice chairman of S&P Global and author of the Pulitzer Prize-winning book “The Prize: The Epic Quest for Oil, Money and Power”. Dan’s most recent book “The New Map: Energy, Climate, and the Clash of Nations” now has a revised edition. “The New Map” […]

Bullish on Oil: An Interview with Eric Nuttall

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Subscribe: Spotify | iTunes This week our guest is Eric Nuttall, Partner, and Senior Portfolio Manager at Ninepoint Partners LP.  Eric manages the Ninepoint Energy Fund (NNRG) and the Ninepoint Energy Income Fund (NRGI), which are traded on the NEO Exchange. The Ninepoint Energy Funds are some of the largest actively managed energy funds in the […]