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Samir Kayande
SamirKayande
Keystone XL's impending cancellation is a psychological blow to oilmen and a real loss to Alberta taxpayers. It does not impact the investment return for Alberta crude oil resources or
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Ah, Equinor. They publicly posted their NA shale postmortem, which I applaud, but, sadly, when you get accountants to opine on what-went-wrong, the answer is some version of "accounting." A
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Imma gonna do an Alberta Covid update anyway. But a long one, because of the new B117 variant in London, implications on schools. First a personal story.My teenaged daughter is
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So today is the day to talk about why Enbridge is extracting rent from Canadian producers and taxpayers. Read this thread. Then come back. ("Extracting rent" is a fighting word
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My last thread on cost of capital was a hit, so I'm going to push the envelope and talk about entropy, and why looking at decarbonization from a second law
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Today's cost of capital thread starts with a trick question: what has a higher cost of capital: PDP or prospective land? And the conventional answer is prospective land. I think
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Clear evidence that case count is now falling in Alberta over the last week, but very slowly. Impact of tighter restrictions might start to bite more over the next week.
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