Analysis

  • Don’t Bet Farm On Alberta Rail Plan Making Money

    Call me skeptical.

    February 27, 2019, 6 AM MST

  • Total Oil & Natural Gas Financings Down 78 Per Cent In 2018

    The total amount of capital raised in the Canadian oil and natural gas industry in 2018 decreased 78 per cent from the previous year. In 2018, there was a total of $5.0 billion in capital raised, compared to $22.4 billion in 2017.

    February 27, 2019, 6 AM MST

  • Imperial Overstates Case Against Crude Curtailment

    Imperial Oil has every reason to complain about the Alberta government curtailing crude oil production in the province, as do Suncor and Husky. Due to substantial investment in their integrated models over the decades, including crude-by-rail facilities in the case of Imperial, these companies were making a lot of money from the implosion of western Canadian crude prices in the fourth quarter of 2018.

    February 21, 2019, 6 AM MST

  • Durable Energy Policy In Canada: Waiting For Godot?

    In Samuel Beckett’s iconic play Waiting for Godot, main characters Didi and Gogo wait endlessly for the arrival of Godot, passing their time discussing everything from the mundane to the existential. The play fittingly only has two acts, and needless to say, Godot never arrives. The audience is left wondering about the meaning and purpose of it all.

    February 11, 2019, 8:53 AM MST

  • Oil And Gas ‘Human Capital’ A Valuable Asset For Canada

    A few months ago, I talked about the future of the oil and gas industry — pointing out that it faces a huge task over the coming years in growing production to match ever-increasing demand worldwide.

    February 5, 2019, 8:02 AM MST

  • Venezuela On Brink Of Civil War?

    In the summer of 2017 I wrote the Venezuela crisis was nearing its endgame (see Impact Of New U.S. Economic Sanctions On Venezuela). It has been a long time coming, but based on recent events it appears the endgame is finally here for real, and it likely won’t be pretty.

    January 28, 2019, 7:29 AM MST

  • Sayer’s Outlook For 2019 M&A Activity

    For our annual forecast of upcoming M&A activity, Sayer Energy Advisors will look back on our predictions from January 2018 to see how they stood up throughout the year, while also outlining our predictions for the upcoming year.

    January 23, 2019, 7:41 AM MST

  • Two Paths For Alberta Separation

    Alberta Separation Could Be Real Threat  made the case, assuming the federal government continues its anti-natural resource development agenda.

    January 21, 2019, 8:13 AM MST

  • Examining The Debates And Science Around Hydraulic Fracturing

    Last month I talked about the role of science in supporting decisions on important societal issues such as climate and energy.

    January 14, 2019, 7:10 AM MST

  • Alberta Separatism Could Be Real Threat

    There’s a great deal of skepticism about the potential of Alberta separatism, especially among Central Canada’s elite.

    January 7, 2019, 8:02 AM MST

  • Premier Notley’s Annus Horribilis

    Call me “The Grinch.”

    December 17, 2018, 9:11 AM MST

  • Turning Carbon Into Cash

    Unlocking carbon capture, use and storage technologies key to meeting climate change goals economically, Emissions Reduction Alberta workshop learns.

    December 17, 2018, 7 AM MST

  • Uncharted Territory: Addressing Industry Challenges To Move Our Energy Industry Forward For The Benefit Of All Of Canada

    It’s important we remember the contribution that the energy sector plays in our economy, for the betterment of all Canadians. In Uncharted Territory, Reynold Tetzlaff discusses the importance of the industry and the challenges that need to be addressed to restore the country’s prosperity.

    December 12, 2018, 6 AM MST

  • Qatar Exit A Harbinger For OPEC And OPEC+?

    What a difference one OPEC+ meeting makes.

    December 10, 2018, 8:36 AM MST

  • The Proper Application Of Science In Energy Policy

    Much has been written recently about the role of science in influencing important issues of the day. 

    December 5, 2018, 6 AM MST

  • Argentina’s Cautionary Tale For Canadian Economy

    Canadians shouldn’t take our economic prosperity for granted. Argentines did early last century, and they’ve been paying the price ever since. Misguided government policies caused Argentina’s fall from economic grace, and misguided government policies could cause our economic downfall.

    November 28, 2018, 8:11 AM MST

  • Oil Differentials & Opportunities

    The current oil price differentials are impacting the Canadian oil and natural gas industry in unprecedented ways. The price of Western Canadian Select (“WCS”) hit a recent low in the second half of 2018, dipping below US$14 per bbl.

    November 28, 2018, 7:21 AM MST

  • The Sole Silver Bullet For Western Canada’s Crude Crisis

    The politicians are pondering how to quickly counter catastrophic prices for Western Canadian crude oil.

    November 23, 2018, 10:16 AM MST

  • Neither Stratosphere Nor Depths For Global Crude Prices

    A correction in international benchmark crude prices turned to an historic rout with the market caught flatfooted early this month by the Trump administration’s announcement of waivers on reintroduced U.S. economic sanctions for eight significant purchasers of Iranian oil.

    November 19, 2018, 7:35 AM MST

  • Trudeau Government Doubles Down On Energy And Environment But Has It Got A Winning Hand?

    The Trudeau government came to power in 2015 with three inter-related objectives on energy and environment: taking meaningful action on climate change, securing market access for Canada’s energy resources and modernizing energy project decision-making.

    November 13, 2018, 8:02 AM MST

  • Energy Supply And The Future Of The Oil And Gas Industry

    In the first two parts of this series, I talked about world energy supply and demand over the next few decades, pointing out that all credible energy forecasts show humanity using more and more fossil fuels, at least into the 2040s.

    November 6, 2018, 8:30 AM MST

  • Civil War In The Oilpatch And A Lougheed Solution

    There would be no civil war in Western Canada’s oilpatch now, if the Alberta government and the province’s oil industry had followed the advice of former Premier Peter Lougheed last decade.

    November 5, 2018, 11:18 AM MST

  • Will Hostile Takeovers Become More Prevalent?

    There have been two recent announcements of unsolicited takeover offers in the Canadian oil and natural gas exploration and production industry, with the most recent being Husky Energy Inc. announcing its intention to acquire MEG Energy Corp.

    October 31, 2018, 7:28 AM MDT

  • Light At The End Of The Pipeline

    Western Canada has the cheapest oil prices in the world. Canadian heavy oil is selling for US$45 under WTI, light oil is selling for US$25/bbl less. The price markdowns are costing the Canadian economy over C$100 million each day.

    October 31, 2018, 7:54 AM MDT

  • Premier Notley Asleep At Locomotive’s Throttle?

    On Monday afternoon Premier Rachel Notley announced the province of Alberta will be presenting a business plan to the federal government by early next week outlining several strategies — including getting the feds to invest in locomotives and tanker cars — to support the rapid ramp up of crude-by-rail shipments as a short- to medium-term method to quell massive discounts for western Canadian oil.

    October 24, 2018, 7:07 AM MDT

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