US Shale

How Long Will OPEC and Russia ‘Play Nice’?

Situation Reports - June 12, 2017

OPEC Flag, public domain

The OPEC-Russia deal seems to be having its intended effect, but how long will it last?

Geopolitical Risk on Energy Prices Overblown

Opinion - May 3, 2017

Oil Derrick, cc Flickr Global Panorama, modified, https://creativecommons.org/licenses/by-sa/2.0/

Supply and demand – not geopolitical factors – will move oil prices through 2017.

Canada’s Oil Exports are Dead without US Shale Production

Opinion - December 15, 2016

ref2, cc Flickr eflon, modified, https://creativecommons.org/licenses/by/2.0/

How is it that Canada could be dependent on US oil production?

Canadian Oil Is Building a Wall and Mexico Is Paying for It

Opinion - October 24, 2016

usrefinery, cc Flickr eflon, modified, https://creativecommons.org/licenses/by/2.0/

Mexico and Canada are waging a silent battle for market share in the US crude oil refining market, and Canada is winning.