Analysis

  • Gattinger: Canadians’ Views On Energy And Environment During COVID-19

    Over the past year, the COVID-19 pandemic has gripped Canadians’ attention. Many surveys are tracking public views on the pandemic, but what about opinions on other policy priorities?

    February 8, 2021, 6:11 AM MST

  • Lauerman: Russia Is Gaining Control Over OPEC+

    In Putin’s Masterstroke, the fifth and final article in my Oil Price War 4.0 Series last April, I argued President Vladimir Putin agreeing to the massive output cuts at the historic OPEC+ meeting that month did not signify capitulation and the end of his price war to permanently maim the U.S. shale oil industry, but merely a tactical retreat.

    January 27, 2021, 7:31 AM MST

  • Sayer’s Outlook For 2021 M&A Activity

    Every January, Sayer Energy Advisors publishes its forecast for mergers and acquisitions (“M&A”) activity in the Canadian upstream oil and natural gas industry for the upcoming year.

    January 27, 2021, 7:54 AM MST

  • Lauerman: Moving On Quickly Could Cut Alberta’s Losses On Keystone XL Bet

    Joe Biden will be cancelling the Keystone XL pipeline expansion (KXL) as one of his first acts after being inaugurated president of the U.S., based on news reports over the weekend, costing Alberta taxpayers at least part of the UCP government’s $1.5-billion equity investment in the project, and possibly much more.

    January 19, 2021, 3:09 PM MST

  • Martin King: 2021 AECO Price Outlook, Part 2 – Fundamentals Point To Constructive Pricing

    The natural gas price benchmark of AECO remains very much at the forefront when considering the sentiment surrounding the natural gas industry in Western Canada.

    January 14, 2021, 7:49 AM MST

  • Martin King: 2021 AECO Price Outlook: Dealing With Alberta Pipeline Availability

    Determining a 2021 price outlook for Canada’s prime natural gas benchmark of AECO might well be summed up by paraphrasing Shakespeare’s Hamlet: “To TSP or not to TSP? That is the question.”

    January 5, 2021, 12 AM MST

  • Lauerman: Oilsands Producers Should Take Advantage Of Respite

    The hard hit western Canadian oilsands industry has seen some rays of sunshine in recent weeks, after suffering a downpour over much of the past six years. Unfortunately, this is no more than the calm before a far more powerful storm. As a result, oilsands producers should use this respite to better position themselves for long-term survival, not party like it’s New Year’s Eve 2013.

    December 22, 2020, 6 AM MST

  • Navigating The Canadian Emissions Funding Obstacle Course

    There has been a flurry of funding announcements provincially and federally for emissions reduction projects. How can companies navigate this obstacle course to maximize benefits from these opportunities?

    December 17, 2020, 12 AM MST

  • Canada Must Act Urgently On Hydrogen Plan

    The world is moving quickly towards a low carbon future that has the power to transform Canada’s energy economy, but the country needs to act quickly if it is going to benefit from this shift.

    December 10, 2020, 7:14 AM MST

  • Lauerman: Canada’s Clean Energy Supercluster To The Rescue?

    Canada is at an economic crossroads.

    December 9, 2020, 12 AM MST

  • Lauerman: Time For The Next-Gen Alberta Advantage

    Economic prosperity is a privilege, not a right.

    November 30, 2020, 6 AM MST

  • Martin King: Longer Term Outlook For Canadian Heavy Oil Remains Very Positive

    Heavy crude oil production in Western Canada is currently in something of a state of limbo.

    November 26, 2020, 12 AM MST

  • Assets For Sale Value Down 75% Year Over Year

    The amount of Canadian oil and natural gas assets publicly available for sale is down roughly 75 per cent from this time last year.

    November 25, 2020, 6:44 AM MST

  • Lauerman: Will Blue Hydrogen Come To Dominate Alberta’s Gas Strategy?

    The Kenney government deserves credit for developing a strategy in an attempt to boost markets for natural gas produced in Alberta. The gas industry has long been an important contributor to our economy, and as recently as fifteen years ago, prior to the U.S. Shale Gas Revolution, dominated provincial royalties from non-renewable resources.

    November 23, 2020, 6 AM MST

  • Martin King: Outlook For Heavy Oil Supply And Refinery Demand Suggests Price Differentials To Remain Tight

    Whether you like it or not, heavy oil supplies in Western Canada have become the bread and butter of the Canadian oil industry.

    November 16, 2020, 6 AM MST

  • Gattinger: Canada Needs To Think Differently About Bilateral Energy Relations

    After a tense few days, Democrat Joe Biden has been declared president-elect of the United States. While the results will no doubt be contested by President Donald Trump in the weeks and months to come, it seems clear that Biden is headed for the White House.

    November 9, 2020, 8:32 AM MST

  • McConaghy: A Probable Biden Presidency – Truth and Consequences

    Many Canadians, including some leading key Canadian economic sectors, may view the advent of a Biden presidency, coupled with Democratic control of the U.S. Congress, as a welcome return to “normalcy.”

    October 28, 2020, 10:45 AM MDT

  • M&A Value Hits Record Low In First Half Of 2020

    In the first half of 2020, the total enterprise value of merger and acquisition (“M&A”) activity in the Canadian oil and natural gas industry plummeted 86 per cent to $748.7 million from $5.3 billion recorded in the first half of 2019.

    October 28, 2020, 6 AM MDT

  • Lauerman: Feds Must Invest Big In Alberta’s Clean Energy Future

    Only rarely do I read an article and think to myself, damn, I wish I wrote that. But, in late September, Eric Reguly, a business and economics columnist for The Globe and Mail, wrote an article entitled “Canada needs a new breed of corporate champion, and clean energy is the place to look,” which I wish I had written, and will borrow from here with appropriate attribution.

    October 26, 2020, 6 AM MDT

  • Lauerman: Another Oil Price Boom On The Horizon?

    The Daily Oil Bulletin published several articles about the International Energy Agency’s World Energy Outlook 2020, its latest long-term scenarios, when released on Oct. 13. And by simply glancing at their titles I knew which one of them would be the most read — IEA Warns That Ample Global Crude Supply ‘Should Not Be Taken For Granted’ — although I must admit to being surprised it only came in second place among all the articles published in DOB that day.

    October 15, 2020, 7:32 AM MDT

  • Debt Financings Jump 169% Year-Over-Year

    A total of $6.7 billion in equity and debt was raised by the Canadian oil and natural gas industry in the first six months of 2020, up 145 per cent from the $2.7 billion recorded over the same time period in 2019. Debt financings were up significantly year-over-year while the amount of equity raised declined.

    September 30, 2020, 6 AM MDT

  • Lauerman: Time For Alberta To Build A Cleaner Economy

    The halcyon days for Alberta oil and gas are over, the oilsands boom is dead, and it’s time for the provincial government to accept this new reality — rather than burying its head in the sand and/or fruitlessly fighting it — and adjust to make the best of an otherwise bad situation.

    September 29, 2020, 8:35 AM MDT

  • Five Big Questions On Energy And Climate Emerge From Ottawa’s Speech From The Throne

    When it comes to energy and climate, the highly anticipated Speech from the Throne was a bit of a letdown.

    September 25, 2020, 12 AM MDT

  • Debt Levels Spike Among E&P Companies In Q2: EIA Analysis

    Debt levels spiked among E&P companies during Q2 according to the latest analysis by the U.S. Energy Information Administration (EIA), illustrating the immediate impact of reduced oil demand and prices on the sector. 

    September 24, 2020, 7:54 AM MDT

  • North American Upstream Asset Impairments Exceed $100 Billion In First Half Of 2020

    The value of asset impairments recorded by under-pressure North American upstream producers exceeded $100 billion during the first half of this year, due primarily to pandemic-related drops in oil demand and per-bbl prices.

    September 21, 2020, 8:57 AM MDT

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