The oil markets take for granted that Saudi Arabia’s spare capacity will cover any unplanned outages. The events of the past week have changed that with 5.7 MMB/d of Saudi production shut down abruptly from a drone attack. We discuss the situation, the potential for further escalation in the region, as well as the possible […]
This week we interview Eric Nuttall, Partner and Senior Portfolio Manager from Ninepoint Partners. While many investors have fled, Eric is a rare breed that is still actively investing in public oil and gas equities. Tune in to hear Eric explain the sell off of oil and gas equities over the last several years, with […]
This week we discuss Enbridge’s proposal to change their Mainline pipeline from 100 percent open for all shippers to 90 percent contracted – leaving only 10 percent available for everyone else. This monumental change is concerning, especially considering that the Mainline makes up 70% of all Canadian oil pipelines and the region is chronically short […]
This episode was recorded live on July 9th at the Scotiabank Stampede Event held in Calgary. On the podcast we analyze the results from audience polling questions, including: Are Canadian oil and gas equities fairly valued? What is the biggest issue facing the Canadian oil and gas industry? How fast will American oil supply grow? […]
