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Bison Interests

Bison Energy Insights
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Substack
PricingOnly free issuesPublishesDaily
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Diamondback Acquisition of Endeavor - Vital Read Through

Diamondback Acquires Endeavor in $26 Billion Permian Oil Deal, With Promising Read-Through for Independent Producers like Vital Energy

2 months ago
34
12

Weatherford: This Global Supplier of Integrated Oilfield Services is an Unexpected Winner in the Oilfield Services Boom

This month we are sharing another Bison portfolio position: Weatherford International (NASDAQ: WFRD). Weatherford is a storied global oilfield services provider that emerged from bankruptcy in July 2019. Everyone has heard of them, but few ...

6 months ago
31
7

Rebound in the Freight Market: Oil Market Recession Fears Were Exaggerated

In Bison’s May 2023 white paper, Recession Fears Mean Opportunity In The Oil Market, we argued that while oil market sentiment was very negative, multiple market indicators were less negative than popularly portrayed. We identified this dis...

7 months ago
31
1

Plant Sale Unlocks Value for Pipestone Energy

A large Canadian infrastructure company is buying the Pipestone gas plant, in a transaction that stipulates plant expansion. The likely expansion of the Pipestone gas plant unlocks value for Pipestone Energy (TSX: PIPE) by providing future ...

8 months ago
19
1

Authors

The writers behind this newsletter.

  • Bison Energy Insights

    Bison Interests is an energy investment firm currently deploying capital into the public oil & gas space.

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