Thursday, September 4, 2025

Colorado Amendment 74 Would Require the State to Pay Property Owners for Lost Value, Including Destruction of Mineral Value from Proposition 112

Paying for economic damage: proposed Amendment 74 ensures that state and local governments that cause reduction in private property value must pay for what they take Colorado’s Proposition 112—the proposed mandatory 2,500-foot setback for new oil and gas development—has been getting the bulk of the attention in the energy industry. But there is another ballot proposal that would affect mineral

Blackbird Energy Montney well

TD Securities Initiates Coverage of Tamarack Valley Energy

Tamarack Valley Energy (ticker: TVE) is a rate-of-return focused Canadian E&P operating in the Western Canadian Sedimentary Basin. The company is currently targeting the Viking and Cardium in Alberta and Saskatchewan, each of which offers significant light oil potential. The company is primarily focused on the Viking, where Tamarack drilled 45 wells in Q3. The company is also ahead of

After Lean Years, Big Oil Is Under Pressure to Spend

From Reuters Executives at the world’s biggest oil and gas companies are under growing pressure to loosen the purse strings to replenish reserves, halt output declines and take advantage of a crude price rally after years of austerity. With oil at a four-year high of $85 a barrel, exploration departments are urging company boards to drill more, wages are creeping

Clogged Pipelines Cut Canada’s Oil Price, Small Producers Shift Strategy

From Reuters Small Canadian oil producers are striking complex deals with refineries, diversifying production and seeking marketing help as they try to soften the blow from record price discounts on heavy crude generated by pipeline congestion. Unlike integrated companies Suncor Energy (SU.TO) and Imperial Oil (IMO.TO) that have refineries to process their own oil, reserved pipeline space, storage, and marketing

Beijing’s Long Arm Squeezes the Gas Sector

From The Wall Street Journal Isn’t being a Chinese company in a strategic sector great? Industries deemed critical by Beijing often benefit from cheap capital, tax breaks and protection—implicit or explicit—from foreign competition. That is, until policy priorities change. China’s city gas utilities, market darlings earlier this year, now find themselves in this position. ENN Energy Holdings 2688 3.17% is down 14% in Hong

Oil CEOs Jostle for Global Natgas Crown Under Putin’s Gaze

From Bloomberg Two oil company bosses shared a stage with one of the most powerful men in the market, and all they wanted to do was brag about natural gas. Royal Dutch Shell Plc Chief Executive Officer Ben van Beurden hailed his $31 billion liquefied natural gas venture in Canada, the biggest new project since 2013. Very nice, but not as