Golden Larch Investing

15 posts

Golden Larch Investing

Golden Larch Investing

@GLI_Youtube

Canadian investor sharing interesting stories about Canadian stocks and industries

Beigetreten Ekim 2025
42 Folgt17 Follower
Eric Nuttall
Eric Nuttall@ericnuttall·
Reminder: 2026 is to witness the peak in non-OPEC supply at a time when demand is expected to grow to 2050 and OPEC has only ~1.4MM bbl/d of excess capacity. By the time Venezuela can mount any meaningful increase in supply (3+ years?), the world will desperately need it.
Eric Nuttall tweet media
English
32
67
389
39.9K
Golden Larch Investing
Golden Larch Investing@GLI_Youtube·
Northland Power $NPI has dropped significantly today, thanks in large part to management cutting their (probably unsustainable) dividend. This might be an opportunity for those of us looking to add a little renewable exposure to hedge our O&G exposure. Thoughts?
English
0
0
0
92
Golden Larch Investing
Golden Larch Investing@GLI_Youtube·
@ExnerPirot More people need to see this post, while big new projects make for good headlines these incremental expansions will fuel growth in the sector
English
1
0
0
70
Heather Exner-Pirot
Heather Exner-Pirot@ExnerPirot·
With Ottawa still dawdling on a “boring/hypothetical” pipeline, the energy sector is going to moneyball it. Phase 1 Enbridge Mainline 150kbd Phase 2 Enbridge Mainline 250kbd Transmountain expansion 300kbd A 700,000 barrel/day pipeline in the aggregate.
GIF
English
25
38
211
7.7K
Golden Larch Investing
Golden Larch Investing@GLI_Youtube·
Huge News coming out between the Alberta Government and the Feds. Pay close attention over the next week because this could move our favourite companies. cbc.ca/news/politics/…
English
0
0
1
51
LNG QE 🇨🇦
LNG QE 🇨🇦@BubleQe·
It's 2026: ☑️LNG Canada 2 has been FID'd. ☑️Ksi Lisims LNG has been FID'd. An incremental ~4Bcf/d will be demanded for West Coast #LNG export from the BC Montney. $TOU.TO / @TourmalineOil is BC's largest Gas producer ~2Bc/fd) & the 5 yr growth plan is 'only' ~1Bcf/d dry gas.
LNG QE 🇨🇦 tweet mediaLNG QE 🇨🇦 tweet mediaLNG QE 🇨🇦 tweet mediaLNG QE 🇨🇦 tweet media
English
7
8
76
22.3K
Golden Larch Investing
Golden Larch Investing@GLI_Youtube·
Check out our deep dive into the future plans of Cenovus $CVE and Strathcona $SCR as we dig into their strategies and what move each of these Canadian oil giants might make next youtu.be/WkIWxePiT9s?si…
YouTube video
YouTube
English
0
0
2
60