Trusted, independent advisors on crude oil and natural gas market trends

Arming you with the knowledge and insights to make the right business and investment decisions

What Sets Us Apart?

Our proprietary Cyclical Systems Approach gives us a unique methodology in analyzing and evaluating price shifts in the marketplace – one that has a proven success rate over traditional linear forecasting.

Our forecasting incorporates Market Sentiment – human behavior and the collective view of what the future supply, demand and volatility will be.

Our independence guarantees that our focus is on your success. We have one thing in mind: to maximize your return on investment.

Market Intelligence

Our Latest Industry Insights

Conventional Crude Oil

April 19, 2019

An Amazing Trend

U.S. net imports, both in terms of crude oil and total (product plus crude oil) have been plunging since 2008 (chart NetImpt). Total net imports have …

Natural Gas

April 19, 2019

Mild Weather Leads to Gas Price Plunge

Gas prices have plunged in the last few weeks (charts NGMay19MA, NGJul19MA). Spot prices have hit their lowest level since 2016.

Injections have …

Chart of Interest

The U.S. dollar represents a gauge measuring the markets’ move toward high return/higher risk ($US falling) or risk aversion ($US rising). A failing global economy tends to prompt the risk-off trade and a rise in …

“We don’t believe there has ever been a more important time to understand price trends in the global oil and gas industry than today,” says Duncan Robertson, Co-Founder and Managing Partner of Turnstone Strategy Inc.

“We are seening increasing volatility. Understanding wht is fact and what is only ‘noise’ about where energy prices are going and why is vital information in order to understand where and how to invest, and how to plan your business activities.”

About Us

Our Team

Gil Dawson

Co-Founder & Managing Partner

Gil brings over 41 years of management consulting, exploration, and production experience to assisting you as our client.

Duncan Robertson

Co-Founder & Managing Partner

Duncan has over 43 years of experience in exploration, production, technical services, operations, regulatory compliance, and management consulting in the oil and gas industry.

Our History

Uncovering Hidden Value

It was the early 1990s and Gil Dawson, a geophysicist, was working with Amoco Corporation as a production manager overseeing a complex offshore oil joint venture project in the North Sea. During his five-year tenure, he watched his employer build two offshore production facilities at the top of the industry’s cost cycle only to bring them on line and into production at the bottom of the revenue cycle.

Frustrated by a lack of reliable commodity price forecasting, Dawson’s search for a solution sowed the seeds for what would become a unique energy consulting firm…

Our Clients

Turnstone Strategy’s Managing Partners have created value for more than 100 corporate high net worth clients throughout North America, including energy producers, service companies, investors and consumers of natural gas and crude products.

Here are just some of the ways we help our clients:

Oil & Gas Producers

Our analysis helps oil and gas producers determine their appropriate portfolio mix, when to acquire or divest, and when and why to hedge.

Oil & Gas Services Companies

We assist service companies in capital investment timing, resourcing, and whether to acquire competitors or divest.

Utilities

We assist utility companies with hedging decisions, opportunities for vertical integration, and the impliction of storage strategies.

Investment Banks

We serve investment firms that seek objective analysis on portfolio mix, long/short opportunities at the commodity level, and how to assess their own opportunities and threats in their energy investments.