March 4, 2006:
Beating the Street Look for E&P and oil-service stocks to once again beat the broad market in 2006 as commodity prices and energy-sector profitability remain robust. Accordingly, be long and overweight these stocks ...more
February 4, 2006:
Sanguine Sentiment Talk to virtually any E&P or oil-service analyst these days and their message is essentially the same: look for 2006 to be another strong year, both for commodity prices and ...more
January 4, 2006:
Windfall Battle over? This past November, after a wild hurricane season, the oil and gas industry survived yet another storm on the floor of the U.S. Senate as no less than three windfall-profits ...more
December 4, 2005:
OIL PRICE OUTLOOK Believe it or not, OPEC isn’t all that comfortable with $60 or $65 oil. That’s the appraisal of Fadel Gheit, New York-based senior vice president and energy analyst for Oppenheimer ...more
November 4, 2005:
Positioning for Profit One of the hottest summers on record, back-to-back Category Three-plus hurricanes on the Gulf Coast, refinery disruptions and bottlenecks, plus high energy demand, have all combined in recent months to ...more
October 4, 2005:
Perception and Reality In the wake of Hurricane Katrina, more than a few preening peacocks are parading themselves before the television cameras as energy pundits. Give these self-anointed energy seers their due. They ...more
September 4, 2005:
NEW PRICING PLATEAU The world of oil and gas pricing between 2005 and 2010 will likely look a lot different than anything the industry has seen before. In fact, during the next five ...more
August 4, 2005:
BEWARE JACKUP CAPACITY The current worldwide capacity of jackup rigs is steadily increasing, with 32 new rigs either under construction or scheduled to be constructed during the next four years. But that number ...more
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