NAI Blog

The Juggernaut that Can't Be Stopped
Posted Fri, 2014-06-13 15:31Keith Schaefer
LNG spending in North America will be one of the biggest tailwinds for stocks in the energy sector for the next 10 years.



The LNG End Game Begins Here
Posted Fri, 2013-08-16 10:24Keith Schaefer
Dear Reader, Three factors have the big LNG export proposals for Canada’s west coast racing ahead at only a snail’s pace: 1. Permits



My Top Junior Oil Stock in the Permian Basin “Tight” Oil Play
Posted Sat, 2012-04-28 02:29Keith Schaefer
Part 2: The Permian Basin – Cline Shale Resource Play



How Exporting LNG Could Bring Serious Wealth to the U.S.
Posted Thu, 2012-04-05 11:32Keith Schaefer
Where will the wealth created by the fast growing Liquid Natural Gas (LNG) market be concentrated in the coming years?



The Multi-Billion Dollar Water Services Industry
Posted Fri, 2012-02-17 10:44Keith Schaefer
There is a multi-billion dollar water industry forming before investors’ eyes in the oil patch.



The New Canadian Energy Income Trusts
Posted Fri, 2011-06-17 10:30Keith Schaefer
Will the US oilpatch get flooded with Canadian juniors looking to build and sell production to the new Canadian energy income trusts?



The Duvernay Shale Gas Play
Posted Wed, 2011-05-25 17:32Keith Schaefer
Old oil fields never die. They just get better with age. It’s a time-worn cliche, but in the case of Alberta’s Duvernay shale, it may be the best example yet.



Where the King of Natural Gas Forecasting Says Prices Are Headed
Posted Tue, 2010-08-31 15:52Keith Schaefer
First Energy analyst Martin King – whom I believe has called the natural gas market in North America better than anybody over the last two years – gave up on the likelihood of higher natural gas price



Raw Land Can Be Worth $Millions$, Oilpatch Buyouts Show
Posted Thu, 2010-06-24 11:17Keith Schaefer
Today’s buyout of Ryland Oil (RYL-TSX) by Crescent Point Energy (CPG-TSX) is a good example of how large “resource plays” can get valued by investors.



How Canadian Oilsands Can Go Green – At Less Than $10/barrel
Posted Thu, 2010-06-03 11:42Keith Schaefer
A large part of Canada’s massive oil sands deposits could become one of the most “green” energies on the planet, by using electricity to heat up and break down the heavy oil.



The New Truth About Natural Gas Could Shock the Market
Posted Fri, 2010-05-28 16:02Keith Schaefer
Investor sentiment is changing – to the positive – on natural gas. Despite record or near record injection levels into storage in the US most weeks, gas prices have remained steady or even risen.