Vermilion Energy, for example, sells more than two-thirds of its hydrocarbon output in Asia or Europe, insulating the company’s cash flow against weakness in the North American oil market.
Meanwhile, crude oil accounts for about 91 percent of Crescent Point Energy’s production mix, a favorable weighting in the current price environment.
With an identified inventory of about 7,700 locations, the company has ample opportunity to continue its impressive production growth.
The company expects output to hit 150,000 barrels of oil equivalent per day in the next five years, thanks to a high-quality asset base that includes a mix of low-risk drilling sites in established plays, promising early-stage developments and a number of exploratory opportunities.
Unfavorable price differentials weighed on Crescent Point Energy’s first-quarter results, but the company has sought to combat this headwind by using rail to deliver its oil volumes to markets that offer better pricing.
Your complete guide to energy investing, from growth stocks to high-yielders.
In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
Elliott and Roger on Feb. 25, 2021
Balanced portfolios of energy stocks for aggressive and conservative investors.
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
Our assessment of every energy-related master limited partnership.
Roger Conrad’s coverage of more than 70 dividend-paying energy names.