Oil
Decoding Logan Energy: Insider Filings and Order Book Mechanics
When a half-million-dollar bid wall quietly appears on a Canadian venture board without a single fresh press release in sight, retail market watchers usually smell smoke before they see fire.
Cenovus Energy Acquires Athabasca Oil in C$5.7 Billion Mega-Deal
Alberta’s McMurray fairway is witnessing another massive consolidation as Cenovus Energy Inc. (TSX: CVE; NYSE: CVE) officially signed a definitive agreement to absorb Athabasca Oil Corporation (TSX: ATH). Valued at C$5.7 billion (roughly US$4 billion), the …
From Hormuz to Calgary: How Eric Nuttall Is Positioning for the Next Energy Surge
Geopolitics has a funny way of turning volatile energy markets into high-stakes poker, and right now, the Middle East holds a hand that is squeezing global pockets.
Why Did Top Analysts Call the Recent Canadian Oil Sell-Off a "Massive Overreaction"?
When geopolitical dust settles, cash flow usually wins out over dramatic headlines, a reality Canadian energy producers are demonstrating in real time. Despite temporary jitters over U.S. policy shifts regarding Venezuelan heavy crude, major players like …
Why Jerome Hass Says Canadian Energy Stocks Are "Cheap"
Canadian oil and gas has spent years standing in the cold, but the underlying arithmetic is becoming far too compelling for smart money to ignore.
Don't Bear-Hug a Coiled Spring: How Eric Nuttall Predicted the Violent 26% Surge in WTI Crude
When financial markets build a heavy consensus based entirely on paper trades while ignoring physical fundamentals, gravity eventually asserts itself with violent force.
The U.S. Opens a Tollbooth in Hormuz: From Freedom of Navigation to Pay-to-Play
The global shipping industry is entirely accustomed to paying for passage through artificial canals, but paying protection money to transit a natural international strait is a brand-new line item.
The New Panama Canal? Inside the UAE’s ‘Strait of Union’ Concept
Global energy logistics has a stubborn geography problem, and it is shaped exactly like the Strait of Hormuz.
Trump’s Ready to 'Start Your Engines,' But Goldman Sachs Sees a Long Traffic Jam for Pre-War Gas Prices
When the White House commands the global maritime fleet to turn the key and step on the gas, the world listens, or at least, Wall Street does.
Pipeline Politics and Mixed Messages: The Latest Energy Market Whack-A-Mole
Global energy markets quickly transform into a high-stakes guessing game whenever Washington and Tehran trade headlines, and Monday proved to be an absolute masterclass in geopolitical whiplash.