Midwest Refinery Turnarounds Widen WTI-WCS Spread
Although the spread between the price of West Texas Intermediate (WTI) crude oil and Western Canada Select (WCS) has narrowed considerably in 2013, a rash of maintenance-related refinery turnarounds in the second Petroleum Administration for Defense District (PADD 2) have caused this price differential to increase in recent weeks.
MLP Investing: Turnaround Tales
Buckeye Partners LP (NYSE: BPL) capped its turnaround tale by resuming distribution growth in the first quarter of 2013. Will NuStar Energy LP (NYSE: NS) be able to pull off a similar feet?
Canada’s Natural-Gas Market: Unique Challenges and Opportunities
In this Graph of the Week, we examine the interaction between the Canadian and US natural-gas markets.
First Look: Learning from Earnings
Canadian stocks have underperformed this year, weighed down by a litany of challenges: oil and gas pipeline bottlenecks that have depressed price realizations for producers; a finance minister intent on squelching speculation in the real estate market; increasing competition for investment capital from the surging US market; and a worrisome wave of dividend cuts among former income trusts. Roger Conrad runs down what we’ve learned from first-quarter earnings thus far.
Atmos Energy Corp: Time to Buck Big Mo’
Income-starved investors have bid up shares of Atmos Energy Corp (NYSE: ATO) to unreasonable prices, making the stock ripe for a 25 percent to 30 percent correction.
Live Chat with
Elliott and Roger on Jan. 29, 2021
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Producers and Drillers
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
MLPs and Midstream
Our assessment of every energy-related master limited partnership.
International Coverage
Roger Conrad’s coverage of more than 70 dividend-paying energy names.
Experts
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor