Keith Schaefer

Latest articles from Keith

• The Oil Information Cartel Is (Finally) Broken

  Published 28 November 2017 | viewed 35,360 times

  The below article was written by Keith Schaefer of Oil and Gas Investments BulletinA determined James Stafford of OilPrice.com just busted wide open an oil…

• The Offshore Oil Business Is Crippled And It May Never Recover

  Published 31 May 2016 | viewed 58,758 times

  How badly do oil producers want to transition out of the deepwater and focus on shale? And guess what that means for the global oil…

• How do you Spend $35 Billion in a Town of 13,000 People?

  Published 11 September 2014 | viewed 15,929 times

  The LNG (Liquid Natural Gas) countdown is on in Canada.  Within weeks, there are three major catalysts happening that could reshape the entire economy and…

• The Debt Double Standard For Canadian Vs American Energy Producers

  Published 22 July 2014 | viewed 4,577 times

  The 49th parallel isn't just a border between Canada and the United States. It also represents an important line for the amount of debt investors…

• Iraq: Why It's Worse Than You Think

  Published 18 June 2014 | viewed 12,836 times

  Everyone knows that Iraq is an important oil producing country. But Iraq is more than just important, it is critical.Iraq is so important that in…

• Canada's LNG Dream – Racing Ahead…at a Snail's Pace

  Published 17 August 2013 | viewed 15,509 times

  According to a new Financial Post story, the number of countries exporting Liquefied Natural Gas (LNG) is expected to double – to 50 – by…

• The “Mexico Explosion” in Natural Gas

  Published 08 July 2013 | viewed 20,391 times

  The U.S. shale boom has an unexpected new beneficiary:  Mexico.In our last story, we reported on how Mexican demand for U.S. gas exports increased by…

• A Surprising New Twist in the U.S. Natural Gas Market

  Published 01 July 2013 | viewed 18,807 times

  The U.S. natural gas market may be on the verge of a big swing. And it’s not about the talk of the town, Liquid Natural…

• Behind the Numbers in the Surging Global LNG Market

  Published 20 June 2013 | viewed 9,732 times

  Underneath all the recent excitement over Canada's LNG (Liquefied Natural Gas) market is a seldom-discussed reality check... But first the exciting part—investors now have heightened…

• Two Themes Exciting Energy Investors: Oilfield Services & Heavy Oil Producers

  Published 12 June 2013 | viewed 12,385 times

  Big Investing Themes for Kootenay Capital fund manager Chris Theal right now is oilfield service companies (OFS), and heavy oil producers.Driving these two themes are:1.   …

• Free Market LNG: the Next “Endless Bid?”

  Published 05 June 2013 | viewed 9,281 times

  Liquefied Natural Gas (LNG) prices have long been linked to the price of oil—with gas priced at roughly 13% or 1/8th the price of Brent,…

• What 9 Company Hedge Books Are Revealing about the Natural Gas Market

  Published 23 May 2013 | viewed 10,494 times

  You can see it clear as day in their hedging strategies...Natural gas producers are increasingly bearish on prices for their sector. The numbers tell the…

• Natural Gas – The “Slow Process that's Gathering Speed”

  Published 18 May 2013 | viewed 9,610 times

  The U.S. dollar hasn't had the same impact on the natural gas price like it has for oil, copper, and other commodity prices.What's different, says…

• What the US Dollar can Tell us about the Oil Market

  Published 07 May 2013 | viewed 12,714 times

  Many investors study supply and demand statistics to figure out where they think the oil price is going.But by far, the biggest factor that determines…

• “Peak Rail” – Has the Crude Shipping Train Left the Station?

  Published 25 April 2013 | viewed 24,445 times

  Some call it the “holy rail.”In Alberta Canada, an estimated 120,000 barrels of oil per day are shipped out by train to the U.S. east…

• The U.S – Canada Oil Connection: A Different Perspective

  Published 13 April 2013 | viewed 9,004 times

  The energy sector is a great example of how the U.S. and Canada can live side by side but be SO different.Think of the phrase—Americans…

• US Shale Industry Set for a Second Boom with Waterflood Technology

  Published 11 April 2013 | viewed 21,041 times

  The cheapest and most profitable oil North America has ever seen is now “flooding” into the market, as producers once again use old technology to…

• Will Canadian Energy Trends Continue for the Foreseeable Future?

  Published 21 March 2013 | viewed 6,463 times

  There are two trends in the Canadian energy patch in the last three weeks that have been making money for investors – but the question…

• Natural Gas Rig Count Falls but Production Remains the Same

  Published 22 February 2013 | viewed 9,008 times

  Natural gas bulls keep pointing to the declining gas rig count in the US as a reason for a near-term turnaround to the upside in…

• Are there Big Changes Ahead for the Pipeline Industry?

  Published 31 January 2013 | viewed 9,895 times

  Do you know how most leaks are found on oil and gas pipelines?They get a shrill complaint over the phone from one of the landowners…