The North American drilling sweepstakes feature some familiar names and a few dark horses. Plus: So long, SUNE. Read More
Analysis
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Clear FilterOur tour of the top U.S. shale basin unearthed a bargain among the smaller and more concentrated Texas drillers. Read More
President Obama has officially buried the controversial pipeline project on a dubious rationale, but the truth is that it was killed by crashing oil prices. Plus: Dark days for SunEdison. Read More
Oil producers can’t seem to cut spending fast enough, paving the way for higher prices. Plus: Chevron rally is on. Read More
Warm weather is the latest bit of bad news for gas drillers. We’re partial to those that can outlast their cash-strapped rivals. Plus: A Stacked Deck in the Permian. Read More
Q3 proved awful for energy stocks bar the refiners. We run down the biggest losers and the lucky winners. Plus: Kinder Morgan’s High-Yield Gambit Read More
The oil patch holds another bounty: tax losses. Here’s a smart way to harvest them. Plus: Cold winter coming for Schlumberger. Read More
An in-depth look at driller fundamentals in the Bakken identifies those best placed to withstand the slump. Plus: Why we love Williams but hate the refiners. Read More
The shale oil boom is for now a memory, but North Dakota’s output is down just a bit from the December record. Plus: Buying Targa’s Rainy Forecast Read More
The Democratic presidential frontrunner was once constructive on the Keystone XL pipeline before recently coming out against it. Her pivot has implications for another high-profile energy controversy. Plus: Big bounces for energy, SunEdison. Read More
The biggest natural gas producers are much more dependent on crude. We drill deep into next tier of shale developers to identify the long-term winners from growing demand for this cheapest of fuels. Read More
Energy Transfer got killed for buying out Williams. But the blood in the streets is a good long-term omen. Read More
With industrial demand up and shale supply finally stalling, we identify the most likely beneficiaries. Plus: An own goal for CPLP’s sponsor. Read More
Interest payments are swallowing an onerous share of some producers’ revenue amid low energy prices. Plus: Energy Transfer nears deal for Williams. Read More
After a long stretch of strong outperformance the industry could feel a profit squeeze, and we’re headed for the sidelines. Plus: How Peyto measures up. Read More
There is no shortage of good information sources for the energy investor. Here are some of my favorites. Plus: Spectra supports offspring. Read More
Last week oil fell to levels I’d thought it wouldn’t reach, before soaring as the market came to its senses. Plus: Schlumberger makes its move. Read More
In this issue:If someone claims the big rally in oil and oil stocks over the last four days is “only” short-covering, feel free to let your attention wander.Rallies from bear market lows are frequently driven by the short-sellers getting out of harm’s way. “Real” buying tends… Read More
Oil prices have dropped to levels that will leave future output well short of demand. We recommend buying two large and largely de-risked producers. Read More
First LNG exports from continental U.S. are due by the end of the year, and similar projects in the pipeline will crank up demand for cheap natural gas. Plus: Energy Transfer’s Lake Charles plan advances. Read More