Western Canada Select
No Longer A Keystone for TransCanada
Last month, the Nebraska Public Service Commission approved the northern leg of the Keystone XL pipeline, remobing the last major regulatory hurdle after the US State Dept signed off on the controversial project’s border crossing....
Lessons from Canada for US Midstream Master Limited Partnerships
In US dollar terms, the Solactive Canadian Midstream Oil & Gas Index has outperformed the Alerian MLP Index by more than 15 percentage points so far in 2017 and almost 25 percentage points since the...
International Review
We’ve transitioned from an era of peak oil to one of abundance, where energy cost deflation remains the name of the game. In this environment, competition between energy sources and individual producers has intensified, forcing...
Canada’s Comeback
Nine months ago, we surveyed the International Coverage Universe, explained our cautious outlook for the group and set dream buy prices for our favorite Canadian and Australian energy stocks. Although our International Portfolio has taken...
TRENDING TOPICS
Nuclear Energy and the AI Data Center Boom
I recently sat down with James Early of BBAE Pro to talk about winners and losers in the AI-driven nuclear renaissance, and how stock prices...
Drill, Baby, Drill!
If you have any interest in energy, you’ve probably heard, or read, the prevailing election narrative about oil. The fourth of twenty platform bullets on...
TC’s South Bow Spinoff: Stick With Both Pieces
It’s been roughly three weeks since TC Energy Corp (TSX: TRP, NYSE: TRP) spun off its oil and liquids pipeline operations as a new company,...
Talking Top Energy Stocks: Oil, Gas, Uranium and Coal Breakdown
I sat down yesterday with Steve Barton of In It To Win It for a deep dive on the energy sector. We talked about major...