ARC Financial

We’ve duly diarized the stunning reversal of once retreating light oil production in the US and Canada, and noted that the hastening uptrend is changing the paradigm of conventional oil supply in North America. An equally unthinkable U-turn is underway on the consuming side of oil: the century old trend of ‘motorization’ is also reversing. Read More

A flashback to history provides the background we need to understand why there is a technological revolution happening in the oil and gas industry and why peak oil theorists may need to go back to math class. Read More

We are witnessing an event that will change the way we think about oil, with many weighty consequences for corporate leaders, investors, policy makers, and purveyors of competitive energy sources. Read More

In Canada, the theme that’s ‘trending’ is the globalization of our energy commodities. To this point, much of the self-absorbed discussion has focused on pipeline access to the Pacific coast. Read More

In any country, in any industry, it’s long-term investment that amplifies prosperity, drives generational change, and creates megatrends of opportunity. Read More

“Challenging” is far too polite a euphemism to describe the plight of North American natural gas producers. Their situation has now gone into the “red-zone” and can be gingerly described as “existential.” Read More

Only a few months ago, back in October, weather agencies were using superlatives like “another extreme winter,” and “another brutal one,” to describe the expected behaviour of Jack Frost. Read More