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Energy Briefing AM – What Moved Overnight

Morning Oil & Gas Briefing September 30, 2025 What Moved Overnight WTI crude oil: $62.11/bbl (−2.1%) - Goldman Sachs on Tuesday said that it expects OPEC+ to raise oil production quotas by 140,000 barrels per day for November, ahead of the group's meeting on Sunday. U.S. natural gas (Henry Hub): $3.33/mcf (+ 1.9%) CAD/USD (USD per CAD): 0.71855 (−0.02%) Canadian Headlines Imperial Oil to reduce workforce by ~20% by 2027: company plans a multi-year [Read more]

First Canadian Installation of PrimeSET™ Single Trip System Streamlines Montney Completion

Montney Formation, Canada Packers Plus has successfully completed the first installation of the PrimeSET™ Single Trip Liner Hanger in Canada’s Montney formation—a significant milestone for both the operator and Packers Plus, and a major step forward for the liner hanger industry. Designed for efficiency and reliability, the PrimeSET system streamlines operations and reduces rig time by enabling deployment on tie-back casing. Background An operator in Canada had traditionally deployed [Read more]

Money for Nothing and the Natural Gas for Free – AECO Natural Gas Still Can’t Catch a Break

Canadian natural gas producers have endured one of the weakest pricing environments in recent memory. Even with the much-anticipated start-up of LNG Canada—an export facility designed to connect Canadian supply to global markets—domestic prices have stubbornly refused to break free of their slump. At times, they’ve even dipped into negative territory, underscoring just how imbalanced the market has become. Prices Falling Through the Floor Western Canadian gas hubs, particularly AECO, have [Read more]

New North Resources Ltd. – Non-Core Property Divestiture

New North Resources Ltd. (“New North” or the “Company”) has engaged Sayer Energy Advisors to assist the Company with the sale of its non-core oil and natural gas interests located in the Deer Mountain area of Alberta (the “Property”). The Property consists of the Company’s non-operated 3.2% working interest in the Deer Mountain Unit No. 2. Average daily production net to New North from the Property for the quarter ended June 30, 2025 was approximately 36 boe/d, consisting of 35 barrels of [Read more]

Energy Briefing AM – What Moved Overnight

Morning Oil & Gas Briefing September 29, 2025 What Moved Overnight WTI crude oil: $64.30/bbl (−2.2%) U.S. natural gas (Henry Hub): $3.15/mcf (−1.6%) CAD/USD: 0.71765 (up 0.06%) Canadian Headlines MEG/Cenovus situation: Proxy advisor signals “cautionary support” for the Cenovus bid for MEG, keeping the contest in focus — BOE Report. US / Global Rig activity: U.S. oil & gas rig count rose for a fourth straight week to 549, the highest since [Read more]

Energy Briefing AM – What Moved Overnight

Morning Oil & Gas Briefing September 26, 2025 What Moved Overnight WTI crude oil: $64.92–$65.40/bbl (up small on the day; +>4% on the week) WTI/Brent snapshot U.S. natural gas (Henry Hub): $3.19 (unchanged) CAD/USD: 0.7173 - unchanged - Loonie still soft vs USD amid broad dollar strength Canadian Headlines FX dynamics: Ongoing USD strength keeps CAD subdued, cushioning CAD-translated upstream revenues but pressuring import costs. Canadian natgas [Read more]

Rand Resources Inc.: Property Divestiture

Rand Resources Inc. (“Rand” or the “Company”) has engaged Sayer Energy Advisors to assist the Company with the sale or farmout of its oil and natural gas interests located in the Baptiste, Gold Creek and Kaybob areas of Alberta (the “Properties”). The Properties consist of predominantly 100% working interests in Crown mineral rights with prospective drilling locations for oil and natural gas primarily in the Montney, Duvernay, and Mannville formations. At Gold Creek, Rand has a 100% [Read more]

LNG Canada: A Test Case for Canada’s Nation-Building Agenda

When Ottawa unveiled its list of fast-tracked “nation-building” projects earlier this month, LNG Canada Phase 2 stood out. The Kitimat-based expansion project, led by Shell and international partners, is now being positioned not just as an energy investment, but as a strategic pillar in Canada’s industrial and trade future. Why LNG Canada qualifies The federal government’s new “Major Projects Office” is meant to fast-track developments of national significance — projects that create jobs, [Read more]

Canadian energy stocks break to 10-yr highs despite numerous headwinds and negative sentiment

It's felt like a bit of a rocky year in 2025 for Canadian energy. There have been numerous headlines that have driven (often negative) volatility in the sector, including: uncertainty over the Canadian election and resulting policies relentless tariff drama with the United States uncertainty over the Canadian dollar, which at one point touched 22 year lows before rebounding sharply OPEC accelerating the return of previously curtailed production into the global markets, causing oil [Read more]

From Railcars to Exchangers: How Smarter Industrial Cleaning Is Saving Producers Millions

In Alberta’s energy sector, producers are constantly balancing efficiency, costs, and compliance. While attention often goes to drilling, production, and refining strategies, two areas remain under-optimized yet carry enormous potential for savings: rail transportation and industrial cleaning. Both functions are critical to smooth operations but are often viewed as routine maintenance rather than strategic levers. With foresight and the right partner, however, they can significantly reduce [Read more]