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Jim Parkman: Red Flags To Note When Investing Into The Next E&P Up-Cycle
Parkman Whaling co-founder Jim Parkman warns that for the next few business cycles, words like “contained” and “peak oil” should be alarming to E&P and also to watch-out for “the super-abundance of capital.”
Simmons & Co.: U.S. Gas Producers Need ‘Another Epic Cold Blast’
A combination of well-hedged E&P companies, replenished balance sheets and cold weather has led to better-than-expected drilling activity. Will this trend continue?
EOG’s Niobrara Oil Play Heats Up; PETD Has Most Exposure ‘Pound For Pound’
Wells Fargo Securities E&P analysts report oil-industry players are uncharacteristically chatty following a late-2009 discovery well in the oil-prone Niobrara play in the Denver-Julesburg Basin
Lewis, Sieminski: Oil F&D Costs Moderate For Now; To Grow As Supply Constraints Resume
The current recession’s effect on commodity prices could influence production costs to be lower during a five-year period, suggest Deutsche Bank analysts Michael Lewis and Adam Sieminski.
TPH’s Jacobs, Lively: Bakken Is ‘For Real;’ Only Needs $50 Oil To Work
Tudor Pickering analysts Michael Jacobs and Brian Lively say North Dakota's Bakken has benefited from technological improvements and needs a minimum of $50 in order for the play to work.
Bernstein’s Gruber: Rig Count May Hit 1,400 This Year; Bodes Well For Service Stocks
Bernstein Research analysts believe the U.S. rig count could hit 1,400 this year and expects performance trends to be beneficial for oilfield-service company stocks.
Higher Oil Prices Ease Economic Contraction, Gas Slow To Follow
The latest Texas Petro Index reports the contraction in the Texas energy economy has finally began to loosen its grip largely due to a rally of oil prices.
Sieminski: Growing Shale-Gas Output, LNG To Keep Gas At $6/MMBtu Through 2012
Natural gas consumption will remain flat for the next couple of years, held in check by erosion in power-generation demand while LNG output climbs to an estimated 36 Bcf, says Deutsche Bank research analyst Adam Sieminski.
McMahon: BHP’s E&P Unit, Maersk, Wintershall Good Candidates For Acquisition
Bernstein Research analyst Neil McMahon questions whether recent E&P joint-ventures and acquisition targets by integrated oil and gas producers might not have less upside for the buyers than the E&P targets.
TPH: New Pipelines And MLPs On The Horizon
Major new pipeline projects will break ground this spring, according to a fourth-quarter 2009 update by Tudor Pickering analyst Becca Followill.
Jefferies Launches New Exchange-Traded Fund To Track Investment Results For Globally Traded Equities
Jefferies has launched an exchange-traded fund that seeks investment results of globally traded equities of companies engaged in the production and distribution of commodities the energy and other sectors.
Ernst & Young Reports Energy Market Sentiment Remains Positive
Global economic growth has turned positive by remains slow and fragile, and more companies are making strategic acquisitions in North American unconventional gas plays.
Max Baucus: U.S. Energy Companies Voluntarily Relinquish 29,000 MT Acres
Five E&P companies have voluntarily relinquished MT acreage near Glacier National Park to be used as a wildlife preserve. Blogs
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