May 3, 2006:
Defaults a Possibility Despite the U.S. independent E&P sector’s current strong performance, its history of high volatility and cyclicality will continue—and eventually the industry will witness an uptick in default rates.
So contends Standard ...more
April 4, 2006:
Beating the Street If you’ve been dismayed recently by the downward spiral or, at the least, sputtering in service-stock market values, don’t head for the exits yet. The upcycle for this sector is ...more
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
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