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Studied: Power Engineering, Exploration Technology, Worked Upstream, Midstream, Downstream in Oil and Gas, Pipelines, Drilling, Refineries. I'm Interested in very big picture, game changers that come from sizeable economic deposits of Oil, Gas, Gold, Silver, Uranium, Specialty Metals used in... More
My company:
Tullii LLC
My blog:
Exploration Blog
My book:
CrOblet Creating real opportunity by leveraging energy technology
  • KEYSTONE XL - 9 Dividend Payers Tied To KXL Pipeline For Long Term  1 comment
    Jul 22, 2013 6:11 PM | about stocks: CVE, TLM, CNQ, SU, TRP, XOM, RDS.A, VLO, TOT

    Think 7 years from Now...its 2020, and seven years ago today in 2013 you bought some of these 9 companies and have been collecting upto 9 dividends for 7 years.

    Ok Lets simplify this graphic 4 Oil Producers in Canada will ship Oil to 4 Oil Refiners in USA via 1 International Pipeline.

    (click to enlarge)

    When KEYSTONE XL is APPROVED by 2015. CVE,CNQ,TLM,SU,will have to scale up production, these 4 signed 17 year deals with 4 USA Refiners, by 2020 the Keystone XL will flow 830,000 BBLS of Oil and TRANSCANADA TRP will be paying dividends for years to come.


    (Tullii's theory of what need to happen by 2016)

    (Oil Price Factors)

    To get "Scale", "Volume", "Liquidity" to create a VIABLE MARKET for this Oil their needs to be a single blend of Oil from Western Canada, and their needs to be a single indices or Benchmark for it to trade under in the markets. This is not the case right now, but theoretically this is what it might look like above. Maybe the players, traders, market makers and producers will get the idea that they need to co-operate on something like above for all to prosper in the future. Read this article:

    (Current WCS Benchmark Indices)

    (Other Pricing Variables)


    CVE: Producer of Oil, Pays Dividends 0.242 CAD/Share

    CNQ: Producer of Oil, Pays Dividends 0.125 CAD/Share

    TLM: Producer of Oil, Pays Dividends 0.068 USD/Share

    SU: Producer of Oil, Pays Dividends 0.20 CAD/Share

    TRP: Oil Pipeline owner, Pays Dividends 3.58%


    TOT: Oil Refiner, Pays Dividends 0.766 USD /QTR

    VLO: Oil Refiner, Pays Dividends 0.20 USD / QTR

    XOM: Oil Refiner, Pays Dividends 0.63 USD /QTR

    RDS.A Owns MOTIVA, Oil Refiner, Pays Dividends 0.90 USD/Qtr

    Note: Motiva is 50% owned by SAUDI ARAMCO

    If you study this, and you average your "BUY" positions before 2014, you will benefit from 9 dividends for years to come.

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    (other pipelinesComing Soon - Quick Reports on Oilsands/Pipelines/Refiners...

    (click to enlarge)

    (click to enlarge)

    KEY SLIDES from TOP OILSANDS Presenters

    (click to enlarge)

    (click to enlarge) Factors Affecting Production

    Cenovus Energy Inc., an integrated oil company, engages
    in the development, production, and marketing of
    bitumen, crude oil, natural gas, and natural gas liquids in
    Canada with refining operations in the United States.

    As of December 31, 2009, it had a land base of
    approximately 7.8 million net acres; proved reserves
    base of approximately 719 million barrels of bitumen
    reserves, 232 million barrels of crude oil and natural gas
    liquid (NYSE:NGL) reserves, and 1,474 billion cubic feet of
    natural gas reserves; and probable reserves of
    approximately 403 million barrels of bitumen, 127 million
    barrels of crude oil and NGLs, and 405 billion cubic feet
    of natural gas. The company is headquartered in Calgary,
    Canada.(click to enlarge)

    Suncor Energy Inc., together with its subsidiaries,
    operates as an integrated energy company. Its Oil Sands
    division produces bitumen recovered from oil sands
    through mining and in-situ technology, and upgrades it
    into refinery feedstock, diesel fuel, and by-products. Its
    products include gasoline and distillates.

    The company's Natural Gas division acquires, explores, develops, and produces natural gas, natural gas liquids, oil, and
    by-products from reserves located primarily in western
    Canada and the United States Rockies.

    Canadian Natural Resources Limited engages in the exploration, development, and production of crude oil and natural gas.

    The company's crude oil and natural gas operations are focused in North America, principally in western Canada; the United Kingdom portion of the North Sea; and Cote d'Ivoire and Gabon in offshore West Africa.

    Its midstream activities include pipeline operations and an electricity co-generation system. It holds interest in the Horizon oil sands properties that produce synthetic crude oil through bitumen mining and upgrading operations.

    Canadian Natural Catalysts • Near Term
    ‒Heavy differentials narrow
    ‒Horizon reliability improvement
    ‒Kirby South steam-in 40,000 bbl/d
    ‒Horizon Phase 2A
    ‒Septimus expansion
    ‒Potential Montney monetization
    ‒South Africa

    Canadian Natural Catalysts • Mid Term
    ‒Sustainable normal heavy differentials
    ‒Kirby North Phase 1 - 40,000 bbl/d
    ‒Natural gas prices strengthen moderately
    ‒Horizon Phases 2B and 3 to 250,000 bbl/d
    ‒Côte d'Ivoire, Espoir, Baobab infill, Block 514
    ‒Redwater Refinery

    Canadian Natural Catalysts • Long Term
    ‒Keystone XL, Gateway, TMX, Energy East, Rail
    ‒Technology upside
    ‒Gas prices recover, significant upside

    (click to enlarge)T

    Talisman Energy Inc., an upstream oil and gas company,
    engages in the exploration, development, production,
    transportation, and marketing of crude oil, natural gas,
    and natural gas liquids primarily in North America, the
    United Kingdom, Scandinavia, and southeast Asia. The
    company was founded in 1925 and is headquartered in
    Calgary, Canada.




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    Disclosure: I am long TRP, CVE, SU, CNQ, VLO.

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    Comments (76) | Send Message
    Good Report! Thanks,
    2 Oct 2013, 06:51 AM Reply Like
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