---
title: "Energy Update"
url: https://independentstockanalysis.com/energy-update/
description: "In The Outlook for Energy: A View to 2040 . ExxonMobil says to think efficency. Canadian oil production is robust and at all-time highs. Financial Post 2…"
published: 2013-03-21
updated: 2013-03-21
---

# Energy Update

Published 2013-03-21

Posted on

by

J.J. Butler

In The Outlook for Energy: A View to 2040. [ExxonMobil](http://www.exxonmobil.com/Corporate/Files/news_pub_2013eo_us.pdf) says to think *efficency.*

Canadian oil production is robust and at all-time highs. [Financial Post](http://business.financialpost.com/2013/03/13/defiant-canadian-oil-industry-produces-record-4-million-bpd/?__lsa=471e-5827)

2 Trends Making Investors Money in the Canadian Energy Patch by the promotional [Keith Schaefer](http://oilandgas-investments.com/2013/investing/2-trends-making-investors-money-in-the-canadian-energy-patch/).

The Brent:WTI spread is shrinking at [Bespoke](http://www.bespokeinvest.com/thinkbig/2013/3/18/oil-vs-gasoline-prices.html). Funds Sense WTI tipping Point as Cushing Models Break says [Robert Campbell](http://www.cmegroup.com/education/market-commentary/industry-news/2013/03/daily-crude_1751.html). This would be good for producers and consumers at the expense of mid-continent refiners.

Why the White House Loves Natural Gas at [EIN News](http://s.einnews.com/X6VxRtsggB).

[EV Energy Partners](http://seekingalpha.com/article/1271831-ev-energy-partners-the-price-is-finally-right?source=email_alternative_energy_investing&ifp=0) is an O&G MLP which fell off my radar with the Utica hype. Perhaps it’s time to [take a look](http://ir.evenergypartners.com/events.cfm)again.

Think Ethanol is Environmentally Friendly? Think Again. [The Independent](http://www.independent.org/newsroom/article.asp?id=3579#.UUhdfWeBpIY.twitter)

Wonk alert: The Department of Energy’s Strategy for Exporting Liquefied Natural Gas at [Brookings](http://www.brookings.edu/research/testimony/2013/03/19-liquefied-natural-gas-ebinger).

Horizontal drilling will expand outside of North America, but will take longer than expected to be meaningful. Russia, Saudi Arabia hope to emulate U.S. shale boom at the [Financial Post](http://business.financialpost.com/2013/03/18/russia-saudi-arabia-hope-to-emulate-u-s-shale-boom/?utm_source=dlvr.it&utm_medium=twitter&__lsa=471e-5827).

Hans, about that sell-off: Conviction sell: Rio downgrade gives entire iron ore sector a bloody nose at [Mining](http://www.mining.com/rios-downgrade-drags-down-sector-68704/).

Franco-Nevada reported [2012 results](http://www.franco-nevada.com/files/FNV_Q4_2012_PR_Final.pdf), and shares were hit on disappointing guidance and an impairment charge. Yesterday FNV gave its annual investor day presentation ([booklet](http://www.franco-nevada.com/files/Investor_Day_Booklet_Web.pdf)).

“According to an MSN survey, 60% of Americans will fill out a March Madness bracket this year, compared to the 57.5% of eligible voters that voted in the 2012 presidential election.” [Pando Daily](http://pandodaily.com/2013/03/17/basketball-and-big-data-are-robots-the-secret-to-winning-your-march-madness-pool/). The article suggests letting a computer algorithm make your picks. True story: Twenty years ago as a teen I crudely mapped out the probability of certain seeds advancing so far. My suggestion this year: Go with the Big 10. But don’t get to excited, the whole thing is almost random. Especially this year.