The charts look terrible. In the ruthless court of equity markets, the verdict is clear: The energy business – whether oil, gas, coal, solar, wind, nuclear, clean-tech or no-tech – is broadly guilty of delivering subpar returns to investors over […]
The oil market is undertaking a great new experiment. Historically, the market has relied on OPEC to “swing-up” their production quickly in the face of a supply shock. But today the cartel is in the process of swinging its taps […]
It may come as a surprise ̶ especially considering the recent volatility in the price of oil ̶ that market fundamentals have improved in the last three months. For the first time in two years, the world market is now […]
Oil markets continue to debate the vagaries of how much crude and refined products are stored in big white tanks and floating carriers. The feeling is that there is too much sloshing around. That’s why the oil price is under […]
The Ontario government recently renewed their Electric Vehicle Incentive Program (EVIP). In Canada, there are three provinces, BC, Ontario and Québec that subsidize Electric Vehicle (EV) purchases for kick starting adoption. Other jurisdictions may follow.
This Sunday, June 26th, the long-awaited Panama Canal expansion will open. The upsized waterway benefits US Liquefied Natural Gas (LNG) exporters, who now have a shorter path to Asia. Meanwhile, market access for Canadian natural gas remains landlocked.