Feb 15, 2012
| Energy
Canadian Crude Oil Pricing
Energy: Canadian Crude Oil Pricing – What’s Really Going On? The pricing discount for Canadian crudes relative to US and international price benchmarks has widened considerablyrecently – historically, this has been a concern for heavy oil producers, but this time around it is impacting all types... Read more
Feb 13, 2012
| Energy
Oil & Gas: Taking Down Gas Prices
Intermediate Oil & Gas: Taking Down Gas Prices - but Keeping Oil Unchanged Download full article here. Lowering NYMEX gas to US$2.50/mcf for 2012 – Given the considerable weakness in gas pricing over the last month we arelowering our commodity price outlook and revising our estimates... Read more
Feb 13, 2012
| Energy
Weekly Energy Bulletin
Weekly Energy Bulletin: Raymond James Canada Energy Outlook Download entire report here. Black Diamond (BDI-TSX, Outperform): we expect the growing pipeline of opportunities for Black Diamond could result infurther remote accommodations contract awards over the coming months and a potentially... Read more
Feb 07, 2012
| Energy
Canada's Letting Air Out of the Gas Bubble
Energy: Canada's Role in Letting Air Out of the Gas Bubble Download the full article here. One thing that most every energy investor will agree on today is that lower gas prices are going to have some kind of an impacton the oilpatch. To what extent, to whom, and over what period of time are the... Read more
Feb 06, 2012
| Energy
Weekly Energy Bulletin
Weekly Energy Bulletin: Raymond James Canada Energy Outlook Download full article. Summary: Black Diamond (BDI-TSX, Outperform): we expect the growing pipeline of opportunities for Black Diamond could result in further remoteaccommodations contract awards over the coming months and a potentially... Read more
Jan 31, 2012
| Energy
2012: The Year of the Dragon
Int'l Oil & Gas: 2012: The Year of the Dragon – Predicting Good Fortune for Int'l Oil & Gas Last week, East Asian cultures welcomed the Year of the Dragon, considered the most auspicious of the Chinese lunar years. Meanwhile, solar/calendar 2012 is also off to a good start as... Read more
Jan 30, 2012
| Energy
Weekly Energy Bulletin
Weekly Energy Bulletin: Raymond James Canada Energy Outlook Read full report here. Black Diamond (BDI-TSX, Outperform): we expect the growing pipeline of opportunities for Black Diamond could result in further remote accommodations contract awards over the coming months and a potentially... Read more
Jan 11, 2012
| Energy
Oilfield Bulletin: Increasing Margins
Click here to read full article. To the best of our assessment, drilling rig utilization averaged about 58% in Canada in 4Q11, which was just a point or so betterthan the 57% average over the third quarter and brings the year in at about 51% overall. This is up 9 percentage points from2010 and is... Read more
Jan 05, 2012
| Energy
Int'l Weekender: Admidst Ongoing Uncertainty
Click here to read full article. Brent crude traded above US$105/bbl for most of 2011 (210 of the year’s 258 trading sessions, to be precise) – a reality noteasily inferred from the wild gyrations in market value observed for the Brent-levered E&Ps in our space during the year. We expect Brent... Read more
Dec 19, 2011
| Energy
