Canadian Oil & Gas Stocks (2026 Outlook) – Part 1
A deep dive into five core Canadian energy names — ARC Resources, Cenovus, Whitecap, Tamarack, and Suncor — analyzed through a KPI framework. Covers the macro backdrop, supply dynamics, and Canada-specific advantages and risks heading into 2026.
Get In Now: Why Uranium Can Only Go Up
A February 2026 uranium and nuclear sector update with Scott Melbye. Covers the uranium supply-demand imbalance, the approval of Canada's first new uranium mine in 20 years at Wheeler River, growing demand from AI data centers, and why uranium prices have significant room to run.
Energy Markets at an Inflection Point: Oil Supply Tightens
Key takeaways from meetings with Canadian oil and natural gas producers following the Peters & Co. Conference. Covers limited incremental Canadian pipeline egress, the natural gas selloff creating opportunity near $3.15, and the LNG demand surge with US demand expected to grow ~3 BCF/day in 2026.