3 July 2025

Howe Street Reporter Title

Category: Energy

  • Oil and gas making a big comeback, time to invest? – Today’s Idea

    Oil and gas making a big comeback, time to invest? – Today’s Idea

    Oil and gas saw some dark days in early March 2020 when WTI crude price dropped by 30% after Saudi Arabia and Russia got into a proverbial pissing match over oil production quotas. Things only got worse for the sector as the pandemic took hold further cutting demand until April when traders saw oil futures…

  • Solar energy stocks in 2022, a shiny opportunity? Today’s Idea

    Solar energy stocks in 2022, a shiny opportunity? Today’s Idea

    Producing electricity from solar panels in the 70s cost about $20 per watt and had approximately 14% efficiency. Even though people could envision a solar-powered future, it was too impractical to use on anything more than satellites. A lot has happened since then, as technology improved enough to minimize costs and increase efficiency where the…

  • Southern Energy (SOU.V) drills three horizontal wells in Mississippi as natural gas prices go ballistic

    Southern Energy (SOU.V) drills three horizontal wells in Mississippi as natural gas prices go ballistic

    In 2021, as trillions of dollars of dumb money flowed into virtual currencies, meme stocks, SPACs and Nonfungible Tokens (NFTs) – profitable legacy industries like Oil & Gas have been kicked to the curb. Southern Energy (SOU.V) is a $31 million energy producer with natural gas and light oil assets in Mississippi and Alabama featuring…

  • InPlay Oil (IPO.T): On BNN Bloomberg TV, portfolio manager admits to “waiting for a pullback that just hasn’t materialized”

    InPlay Oil (IPO.T): On BNN Bloomberg TV, portfolio manager admits to “waiting for a pullback that just hasn’t materialized”

    InPlay Oil (IPO.T) is building a light oil production portfolio in Alberta. IPO operates “long-lived, low-decline properties” with drilling development and enhanced oil recovery potential as well as undeveloped lands with exploration possibilities. Six weeks ago, InPlay announced that it has acquired 100% of Prairie Storm Resources (PSEC.V). The acquisition of Prairie Storm enhances its…

  • Greenlane Renewables Inc. (GRN.T): Whoever Smelt It Dealt It

    Greenlane Renewables Inc. (GRN.T): Whoever Smelt It Dealt It

    Feeling Gassy? While a large proportion of natural gas in our atmosphere is man-made, last night’s Taco Bell isn’t to blame. Before we get into it, let’s talk about natural gas and methane, two terms that are commonly used interchangeably. Methane is a colorless, odorless, and flammable greenhouse gas. While natural gas is primarily methane, it…

  • Nano One (NANO.T) focuses its revolutionary battery tech on North American opportunities

    Nano One (NANO.T) focuses its revolutionary battery tech on North American opportunities

    Nano One (NANO.T) is a $300 million clean technology company with patented processes for the low-cost, low-environmental footprint production of high-performance cathode materials used in lithium-ion batteries. Six weeks ago, Nano One announced its financial results and operations overview for Q3, 2021, ended September 30, 2021 Q3 Highlights and Headlines  •    Working capital of ~$54.0…

  • Things are bright for Solar Energy – a mini sector roundup

    Things are bright for Solar Energy – a mini sector roundup

    The first photovoltaic cell was produced in 1954 allowing humanity to harness the power of the sun to generate electricity. The technology was embryonic with a four percent efficiency rate, making solar panel produced power incredibly expensive at $300/watt. This relegated solar panels to academic use and high-priced applications such as powering satellites. Over the…

  • Helium Market: Supply and Demand imbalance.

    Helium Market: Supply and Demand imbalance.

    Helium the commodity (rare gas), and not helium (HNT) the blockchain technology, is the second most abundant element in the known universe and accounts for about 25 percent of the atoms in the universe. Hydrogen is the most abundant element in the universe, accounting for about 75 percent of its normal matter, and was created…

  • X-Terra Resources (XTT.V) working to build value in Quebec gold-silver project

    X-Terra Resources (XTT.V) working to build value in Quebec gold-silver project

    Back in 2019, the Fraser Institute ranked the province of Quebec as the 4th best mining jurisdiction on the planet. The James Bay region, known for gold, base metals and diamond deposits is Quebec’s jewel. X-Terra Resources (XTT.V) is one of the junior explorers capitalizing on the region’s earthbound riches. The company’s flagship Troilus East…

  • EarthRenew (ERTH.C): A fertilizer company or utility?

    EarthRenew (ERTH.C): A fertilizer company or utility?

    Who are they? EarthRenew (ERTH.C) is a sustainable agriculture tech company that’s focused on creating innovative organic fertilizer formulations. The business generates most of its revenue from its electricity-generating sector which helps fund its fertilizer manufacturing. Both industries are highly competitive. Although they do not produce the same product as traditional fertilizer producers the management…