| | | Looking at the 84 oil and gas companies that I track, the most salient fact of the share prices YTD in 2025 (period 1st January - 29th of September) is the difference in performance between Canadian and US shares: Canadian shares on average are up 13.8%, whilst US shares are down -8.2%. On average shares are up 0.2%.
Breaking it down one level Canadian shares in all categories have done well:
• Canadian gas companies: +15.8%.
• Canadian oil companies: +12.0%.
• Canadian companies with mixture of oil and gas: +14.5%.
In contrast there are major difference between categories for US companies:
• US gas companies: +0.7%.
• US oil companies: -15.8%.
• US companies with mixture of oil and gas: -12.5%.
• US service companies: +2.5%.
US gas and service companies' performance is more or less neutral, while both US oil and mixed oil/gas companies are well down.
 2025 share price changes.jpg (135.74 KiB) Viewed 14 times
The outperformance of Canadian companies is no surprise. In my oil and gas ranking I use anticipated future price earnings ratios (PE), future shareholder returns, production growth, etc. In all categories Canadian companies on average look better than their US counterparts.
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Based on the data at hand I expect that the outperformance of Canadian companies will continue, albeit not as strong as in the first nine months of 2025. The above numbers are based on averages, which means that there are good performing US and poorly performing Canadian companies.
In 2025 my oil and gas ranking system, similar to 2023 and 2024, is working well. Based on the trend line it can be seen that higher ranking companies have outperformed the lower ranking companies in 2025. The top 10 ranking companies are up 19.5% in 2025. The bottom 10 tanking companies are down -1.5%.
 2025 share ranking performance.jpg (89.17 KiB) Viewed 14 times
As can be seen there are plenty of significant deviations from the trendline. Some high-ranking stocks did poorly while some low-ranking stocks did well. Spreading our risks across multiple stocks thus is essential.
I update the ranking ever week and issue a weekly report it. I also provide an analysis of high-ranking companies based on recent news. EPG sends theses out on my behalf to subscribers for a fee of $ 250/year. The fee is separate from an EPG membership.
If you want to know which companies rank high and have a good chance of outperforming the market than send an E-mail to Sabrina at Energyprospectus@gmail.com or to Dan. You will then be added to the distribution list. It should be good value.
I will consult with Dan if we can send out a free sample one of these weeks to all EPG members.
Harry "The Petroleum Economist" |
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