- A growing deficit set to worsen every year.
- US uranium market and section 232: regardless of the outcome, uranium price must rise.
Uranium Market and Ur-Energy: What Does Not Kill You, Makes You Stronger.
Canacol Energy: On Track for Success Following Q2 Earnings
2019 Q2 earnings were decent, but much better outlook ahead. Canacol Energy finally achieves record 217 MMcfpd in natural gas...
Abqaiq Attack and U.S. Crude Inventories: A New Risk Premium
KSE export policy remains very aggressive. Extremely low imports have wiped out 69MM barrels since June. Link: https://seekingalpha.com/article/4292353-abqaiq-attack-u-s-crude-inventories-new-risk-premium?source=all_articles_title
Gear Energy: Much More Upside Ahead
Strong cash flow generation with 18% FCF yield. Lower debt and safe net debt to FFO multiple. Great management and...



