A log of our up to date ARC Energy Charts commentary.
Latest Energy Charts
Transporting large volumes of North American oil by rail seems like yesterday’s news, but slick corporate brochures from the likes of Burlington Northern Santa Fe (BNSF) gives a sense that the train carrying this trend has barely left the station, that the wheeled assault on the pipeline industry has just begun. Read More
The slide flashed up, on two screens, in a hall of over a thousand conference attendees. No one gasped, even though oil prices were already showing signs of erosion a couple of weeks ago. The data seemed matter-of-fact to an oil and gas crowd that has been desensitized to drilling frenzies and gusher wells that are enough to make John Wayne smile in his grave. Read More
“This question keeps getting repeated: “Will shale gas and tight oil technologies proliferate beyond North America?” Read More
Right now the energy complex here in North America is so dynamic that it’s easy to miss what’s happening in the rest of the world. Some revealing data about global oil disruptions, recently published by the Energy Information Agency (EIA), suggests a look over the shoulder. Read More
Let’s talk barrel half full, instead of half empty.
To this point, the discourse around deeply discounted Canadian oil prices has, justifiably, been negative. Nobody likes losing money. But there are unintended, upbeat consequences that have arisen from the prevailing commodity price malaise. For one thing, Canada’s oil industry is kicking the pants of competitive suppliers to the US. Read More