NAV Information

Valuing Canadian Energy Companies

Monthly Archive: January 2016

Upside to Proved Value

Data Table

Checking for Ideas in the Data Table

The data table now has 44 companies with reserve and net asset values tabulated so lets see what we can glean from this nice collection of data.  If you need a quick refresher on the...

North America Liquids Production

Oil Production

Blame Canada?

A recent article in the Financial Post talked about how Canada was gaining market share in the US oil market displacing shale oil with bitumen and synthetic oil from recently started oil sands projects...

Oil Production

Look to the Past to Predict the Future

I started building a quick model that would use the rig count and output a production forecast of world oil production just like the one that was built for US Oil Production.  During the construction process...

Production Forecast

Oil Production

What Moves the Price of Oil

Recently I was wondering what market indicators should be followed to anticipate that the oil bear market is over and the market is moving to a more balanced state.  The first few things that go through...