June 8, 2007:
Future Value There are oil and gas assets for sale—and some of their greatest value may be free! One would have to sit on them for 15 or so years, and the ...more
May 1, 2007:
HOLA, G’DAY, KONNICHIWA! Heads up, upstream players! Non-North American oil and gas companies are increasingly competing with U.S. independents for domestic oil and gas reserves—and winning. And more deals for U.S. assets by ...more
April 10, 2007:
ASSET PRICES Oil and gas prices have softened in the past 12 months, but asset prices have had no fear. In most U.S. regions, the metrics asset buyers will write checks upon ...more
March 20, 2007:
CREDIT QUALITY oftening commodity prices expose oil and gas producers to new enterprise values—and debt profiles. An onshore gas producer 60% weighted to debt at $9 gas could easily become 80% debt-heavy ...more
February 14, 2007:
THE PLAYER ConocoPhillips’ 2007 has begun with unwanted attention—to its 2006 organic reserves-replacement rate and earnings, and its exposure to Venezuela. John Herrlin, an E&P analyst with Merrill Lynch, calculates that the ...more
January 16, 2007:
MERGE OR DE-MERGE The giant mergers may resume in 2007, according to one veteran upstream analyst. Another says de-merging may be a smarter move for some producers. While publicly held E&P companies’ mantra ...more
December 7, 2006:
Oh Canada The era of the dominance of the Canadian energy trusts is drawing to a close just as a similar E&P regime in the U.S. gets under way. The Canadian government ...more
November 6, 2006:
IT’S IN THE DOUGH Oil and gas executives are making hay while the sun shines—and long after sunset and on weekends too. It is surprising the number of senior E&P and service-company executives, financiers ...more
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