White Paper | Fundamental Research
Small Cap E&P: Compelling Opportunity
May 16th, 2022 - A deep dive on small cap E&P valuations and the associated investment opportunity.
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Small-Cap E&Ps: Compelling Opportunity In The Golden Age Of Oil and Gas Producers
Small-Cap E&Ps: Compelling Opportunity In The Golden Age Of Oil and Gas Producers
Small-Cap E&Ps: Compelling Opportunity In The Golden Age Of Oil and Gas Producers
A deep dive on small cap E&P valuations and the associated investment opportunity.
The Golden Age of Oil and Gas Producers
Small-Cap E&Ps: Compelling Opportunity In The Golden Age Of Oil and Gas Producers
Small-Cap E&Ps: Compelling Opportunity In The Golden Age Of Oil and Gas Producers
Breaking down the key drivers of higher E&P cash flow.
Important Off-The-Run Metrics Indicate More Oil Opportunity Ahead
Small-Cap E&Ps: Compelling Opportunity In The Golden Age Of Oil and Gas Producers
Important Off-The-Run Metrics Indicate More Oil Opportunity Ahead
A review of Bison research to date and the improving fundamental backdrop in the oil and gas space.
2022 Oil Outlook & DUC Dilemma
Bison: Reliable Energy Research in a Rapidly Shifting Landscape
Important Off-The-Run Metrics Indicate More Oil Opportunity Ahead
Our outlook for oil prices in 2022 and an overview and analysis of the DUC depletion in the U.S.
Embracing Volatility: Buying the Black Friday Sale on Oil
Bison: Reliable Energy Research in a Rapidly Shifting Landscape
Bison: Reliable Energy Research in a Rapidly Shifting Landscape
Touching on recent market volatility and opportunities in oil and gas moving forward.
Bison: Reliable Energy Research in a Rapidly Shifting Landscape
Bison: Reliable Energy Research in a Rapidly Shifting Landscape
Bison: Reliable Energy Research in a Rapidly Shifting Landscape
Looking back on the success of Bison research to date.
OPEC+ Spare Capacity is Insufficient Amid Global Energy Crisis
OPEC+ Spare Capacity is Insufficient Amid Global Energy Crisis
OPEC+ Spare Capacity is Insufficient Amid Global Energy Crisis
An update on the ongoing energy crisis and disappointing OPEC+ production numbers. Bison estimates that spare capacity is overstated by at least 1.8MM bbl/d.
The Myth of OPEC+ Spare Capacity
OPEC+ Spare Capacity is Insufficient Amid Global Energy Crisis
OPEC+ Spare Capacity is Insufficient Amid Global Energy Crisis
OPEC+ likely has less spare capacity than advertised.
Oil Demand is Outweighing Supply: Inventory Analysis
OPEC+ Spare Capacity is Insufficient Amid Global Energy Crisis
Oil Demand is Outweighing Supply: Inventory Analysis
Oil demand will likely outpace new supply and inventories are drawing down fast, resulting in a tighter market more susceptible to price increases moving forward.
Lumber and Oil: This Inflation Is Not Transitory
Lumber and Oil: This Inflation Is Not Transitory
Oil Demand is Outweighing Supply: Inventory Analysis
Supply chain disruptions and higher-than-expected demand are creating a structural shift that has resulted in inflationary price movements.
Suburbanization One Year Later
Lumber and Oil: This Inflation Is Not Transitory
Suburbanization One Year Later
The suburbanization trend has accelerated since our first white paper on the topic year ago. As we move into a tighter-supplied market, subrubanization will remain an under-appreciated driver of oil demand moving forward.
Good News for Western Canada
Lumber and Oil: This Inflation Is Not Transitory
Suburbanization One Year Later
Bison's latest white paper dives into Canadian oil egress, additional transport capacity and the local price impact.