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Feature: Riding Canada’s Energy Comeback

By Elliott H. Gue on Apr. 20, 2022

Seven months ago, we highlighted five reasons for patient energy investors to take positions in best in class Canadian energy companies:

  • The bottoming of the global energy price cycle, which is shaping up as one of the most explosive in history.
  • Greatly improved prospects for takeaway capacity in Canada’s energy patch, as long-awaited pipeline construction projects near the finish line and lower US shale output has reduced congestion on existing pipes.
  • Generally supportive government policies for energy development on both the federal and provincial level, a sharp contrast to Biden Administration moves in the US.
  • Prospects for a stronger Canadian dollar as commodity prices rise, with ultimate upside the near parity reached in previous cycles.

Nearly a decade of Canadian energy sector depression has hardened the survivors, who have shaved costs to among the lowest in the world while expanding market share and strengthening balance sheets.

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      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor