oil and gas – LC Investing

Enbridge: Critical Infrastructure in the Green Revolution

Featuredby Late Cycle Investing1 Comment

The green revolution is upon us. Enbridge is a critical energy infrastructure business known for transporting oil and natural gas. It also has a sizeable renewable segment. What you might not be aware of is how well that stacks up in the renewables space and how such companies are including non-renewable power in their total [...]

The Energy Crisis in Canada — Graphed

Featuredby Late Cycle InvestingLeave a Comment

What's to say that hasn't been said already. This week alone, Exxon Mobil and Royal Dutch Shell cut dividends. Most Canadian EPs have too. Will this be enough to save them? RBC predictions on GDP growth in Canada look less severe than Europe, but still moderate. Of course it's too early to tell what the [...]