Pipe Dreams
Energy investing can feel like a binary world — you’re either chasing commodity prices or buying stocks that live and die by them. But what if there’s another path that gives you the exposure without the whiplash?
Oil
6 posts
Oil Sands & the Loonie: A Double Negative Opportunity?
A weak Canadian dollar (the "loonie") and a struggling oil sands industry present a compelling case for contrarian investors. But is this a golden opportunity or a value trap? Let’s dive in.
Offshore Drilling 101
In this article, I explain crucial background and recent changes in oilfield economics to make the bullish case for a potential offshore drilling renaissance.
Offshore Drilling: Shifting Sands
Investors looking for the "next Uranium" trade should consider keeping a close eye on this dynamic corner of the energy world.
The EV Revolution's Hidden Catch
How Running From Gasoline Is Actually Driving Up Oil Use Electric vehicles (EVs) are often promoted as a way to reduce our...