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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.


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