Josef Schachter & Cera Dixon: Drilling Down Drilling Down is a new feature we will be providing to all SER Subscribers as well as Paid Substack subscribers. In it, we will discuss what is going on in the energy market and stock market at a macro level. We will look at the fundamentals as well […]
Drilling Down! With Josef Schachter and Cera Dixon – March 2026 Read More »
Report Navigation Welcoming Comments 1. Stock Market Update Geopolitical Gyrations Cause Concern. 2. Energy Market Update Turbulence Continues. 3. Eye on Energy Index Most Recent Issues in This Index. 4. Appearances Index Most Recent Media Appearances in This Index. 5. Quarterly Reports Most Recent Issues in This Index. 6. Top Picks Now No Recommended Ideas
Schachter Energy Report: February 26 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Geopolitical Gyrations Cause Concern. The US Supreme Court has ruled that taxation is the responsibility of Congress, not the President. This makes the US government’s financial picture more precarious. How does the US$180B – US$200B collected get returned, and to whom? Do the companies that charge the tariffs receive
SER: February 26, 2026 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Energy Market Update Turbulence Continues. WTI closed Friday, February 20th, at US$66.31/b on an Iranian ‘war drums’ premium. We see this as temporary, as it has happened during other military events. Think of last year’s attack on Iran’s nuclear facilities. Then WTI lifted from US$56/b to US$78/b, only to retreat to US$56/b
SER: February 26, 2026 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Eye on Energy Index Six issues to catch up on Eye on Energy February 19 Iran’s Diplomatic Intransigence Means US Attack Against IRGC Likely In The Coming Days. Click to view Eye on Energy February 11 IRAN’S NEGOTIATING INTRANSIGENCE LIKELY TO LEAD TO US SURGICAL STRIKE AGAINST IT’S IRGC. Click to view
SER: February 26, 2026 – 3. Eye on Energy Index Read More »
PREVIOUS INDEX NEXT Appearances Index Josef is often seen commentating on podcasts, BNN, or at live events.Browse the Archive Here or check out the most recent appearances below. February 22, 2026 OIL Headed Back to $100+, ‘Every Area’ of Energy Set to Soar: Josef Schachter Click to view February 20, 2026 The Outlook for Canadian
SER: February 26, 2026 – 4. Appearances Index Read More »
PREVIOUS INDEX NEXT Quarterly reports We begin coverage of Q4/25 results with three companies. Obsidian Energy (OBE-T)Precision Drilling (PD-T)Trican Well Service (TCW-T) For those wanting more knowledge of companies they own, they can get access to webcasts of companies’ conference calls in the investor section of their websites, under their events section. Most companies especially
SER: February 26, 2026 – 5. Quarterly Reports Index Read More »
Q4 2025 Trican Well Service Quarterly report Ticker symbol: TCW-T View TCW-T Company Page Financial Highlights TCW Q4/25 Results & analysis Trican is Canada’s largest pressure pumper (fracker) with a large cementing business and a presence in the coil-tubing area. Revenues in Q4/25 came in at $323M versus $276M in Q4/24, as they integrated the
Black Gold: Q4 2025 – Trican Well Service Read More »
Q4 2025 Precision Drilling Quarterly report Ticker symbol: PD-T View PD-T Company Page Financial Highlights PD Q4/25 Results & analysis PD is a large land driller with activities in the US, Canada and internationally. Its contract-drilling fleet comprises 188 rigs and 145 service rigs. In 2025, revenues totalled $1.84B, down 3.1% from $1.90B in 2024.
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Q4 2025 Obsidian Energy Quarterly report Ticker symbol: OBE-T View OBE-T Company Page Financial Highlights OBE Q4/25 REsults & analysis Obsidian is an intermediate-sized oil producer with three core areas (Cardium, Viking and Peace River, all in Alberta). In Q4/25, Obsidian saw production of 27,971 boe/d compared to 27,316 boe/d in Q3/25. In early Q2,
Black Gold: Q4 2025 – Obsidian Energy Read More »
