Venezuela Crude: Impact on Canadian Energy
Recent developments about prospective return of Venezuelan crude leave many pondering, what would happen to the Canadian Energy Industry as a result. Opinions vary (they always do!), but we believe, although Alberta energy will be affected, it is not a mortal blow. Let’s get the facts together. Venezuela was producing, before sanctions and nationalization of […]
Environmental extremists have no basis for their atempts to block Oil and Gas Infrastructure
Canada, as well as many other Oil and Gas producing jurisdictions, suffers from well funded and coordinated climate alarmism. The latter are extremely effective in invoking public fear and conditioning well meaning public into restrictions on Oil and Gas development and infrastructure projects. But how well grounded are those concernes in actuals facts? Turns out, […]
Kiwetinohk gets acquired by Cygnet
Smart money keeps making bold moves in Albertan Oil and Gas field. The most recent one is the announced acquisition of Kiwetinohk by Cygnet.. Kiwetinohk is one of the great businesses we followed, and we truly believe in their story and potential. The deal, expecting to close in December 2025, values the company at CAD […]
Return to Energy Realism
By the time you see headlines like this, it is typically too late for a retail investor to chase the train. But not in this case – the Energy stocks, especially in Canada, are still depressed and undervalued; however, almost every day now brings further evidence the Money flow is shifting its course and becoming […]
Natural Gas in Canada: finally the overdue recognition
For a while Natural Gas was painted with the same brush in Canada as Oil industry – that is dirty, emitting, and environmentally unfriendly. A lot of this was due to radical politicians at federal level of Canadian government, as well as the most left-leaning provincial governments like PQ or BC. The media picked up […]
Alberta LNG praised the world’s lowest Carbon
We said time and time again, one of the benefits of Albertan Conventional Energy is not just its abundance and insatiable demand the wortld has for it; but also the fact that this is (probably) the world’s most ethically produced hydrocarbons. Think of it: Strictest work safety standards Cutting edge environmental protection standards (both regulatory […]
Alberta is getting ready for Oil and Gas Infrastructure Investments
Talk about late bloomers… After years (and billions!) lost by Alberta and Canada because of our infamous former PM belief that there was “no business case for Canadian Natural Gas”, times are achanging. After somewhat lukewarm messages on the subject, Ottawa opens the Office of Major Projects in Calgary: Energey Now. Importantly, the office will be […]
Canadian Oil Sands M&A is heating up
Cenovus Energy buys MEG – further consolidating Canadian Oil Sands field. More here. We anticipate more of these moves over coming months; do consider talking to us if you wish to participate in the upside. You can reach us here. Read more about Hammerstein Capital mission here.
Is the tide turning on Investments into Canadian Oil and Gas?
We have been bullish on the Albertan Oil and Gas for a long time. That is why we started the Canadian Energy Fund in the first place. But looks like the others are paying attention and the market is shifting towards Canadian projects. Recently, Petronas declared they are considering their already multi-billion position in Western Canada, given […]
Yes, there are buyers!
We always said the new federal government, albeit liberal, is more pragmatic than infamous Trudeau team. Canada, at federal level, went from “There is no business case for Canadian Natural Gas” spat in the face of stunned visiting Germans to “I know there are Buyers” from the Federal Minister, literally within a year. Yes it […]