Gas Outlook Brightens
Several factors have recently converged, making the outlook for U.S. natural gas pricing more attractive heading into this summer. For one thing, during the final 70 days of this past ...
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May 7, 2008
Bouncing Back
For the U.S. offshore drilling industry, this January wasn’t particularly illustrious, as shares in the sector sold off 13% for the month versus a like decline for the OSX (Oilfield ...
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April 21, 2008
Time to Buy
Amid these jittery economic and political times, Wall Street sees a silver lining for nervous energy investors sitting on the sidelines. Put simply, analysts are bullish on the prospects for ...
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March 7, 2008
Tale of two markets
In this issue’s feature on the best small-cap service-stock picks for 2008, analysts voiced a consensus view that the service companies best positioned for growth this year will be those ...
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February 14, 2008
Gas Bull and Bear
There’s no shortage of bearish sentiment in the market today about potential weakness in gas pricing in the second half of the 2007-08 winter.Why? Third-quarter 2007 U.S. gas production was ...
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January 4, 2008
CREDIT WORTHINESS
What’s the credit worthiness of E&P companies? For the non-investment-grade upstream sector, it has been slightly upbeat this year, but nonetheless that sector remains challenged, according to Moody’s Investors Service, ...
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December 6, 2007
$100 Oil Possible?
Even after rocketing up to $85 per barrel in mid-October, global oil prices could very well hit $100 by the end of 2008, as soaring rates of oil consumption in ...
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November 1, 2007
MLPs: GOOD BUY OR GOOD-BYE?
As this month’s cover story suggests, Wall Street is going to see a spate of new upstream master limited partnerships (MLPs) hit the market in the coming months—and there’s little ...
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October 3, 2007
GASSY STOCKS
Going into this summer, at least one energy-analyst team thought declining U.S. and Canadian natural gas supplies would drive a tighter gas market and force year-over-year storage inventories lower, to ...
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September 6, 2007
DAHLMAN ROSE ENLARGES FOCUS
In another sign of the bullish times for energy on Wall Street, one leading market-maker has recently announced the launch of an E&P and oilfield-services investment-banking group that will be ...
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August 3, 2007
TIGHTER SUPPLY
Just about everywhere one turns these days, there’s a perception that natural gas and global oil supply are tighter than any analyst might have predicted last fall—and that for the ...
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July 11, 2007
Upstream Spending Rising
When it comes to making forecasts about the industry, it’s nice once in a while to err on the side of being a tad conservative. That way, if you’re wrong, ...
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June 8, 2007
CYCLE STILL HAS LEGS
This April, the 35th annual Howard Weil energy conference in New Orleans played to a packed house of investors who listened to more than 140 energy presentations.How packed was it? ...
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May 1, 2007
MLP MOMENTUM
Last year was pretty good, in terms of the performance of the broad master limited partnership (MLP) sectors—pipeline and other midstream, propane distribution, coal, shipping and E&P—and it was especially ...
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April 10, 2007
MLP MOMENTUM
Last year was pretty good, in terms of the performance of the broad master limited partnership (MLP) sectors—pipeline and other midstream, propane distribution, coal, shipping and E&P—and it was especially ...
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April 4, 2007
ROOM FOR OPTIMISM
At the recent NAPE Expo gathering in Houston, industry participants displayed tempered expectations about near-term commodity prices. However, most E&P management teams that attended the event expect a rebound in ...
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March 20, 2007
BUYER BEWARE
Usually at this time of year, E&P investors are stampeding back into the market in anticipation of rising stock valuations that typically occur during any first quarter.But at the start ...
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February 14, 2007
RED-TAPE BLESSING
Hurry up and let’s get little done! When it came to formulating a sane national energy policy—one that relies on the accelerated development of domestic oil and gas resources and ...
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January 16, 2007
BULLISH MERRILL MOVE
In a move very much consistent with its bullish logo, Merrill Lynch & Co. this fall announced a strategic stampede into the energy-finance arena with its agreement to acquire Petrie ...
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December 7, 2006
Move Over, Opec
What drives oil prices and where are they headed? According to one analyst, traditional institutional funds and hedge funds are the big drivers today of oil prices, and unfortunately for ...
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November 6, 2006
