Blogs

E&P Deal-Making, ‘The Marcellus Of Oil,’ Differentials & More: Mike Kelly’s View

Nissa Darbonne

And hedge-fund manager David Einhorn’s presentation had “some giant flaws.”

Gone Fishin’ For More Oil: Coiled-Tubing Fracs May Bring ‘A Lot Of Upside’

Nissa Darbonne
A Bakken well in McKenzie County made more than 300,000 barrels in its first 182 days.

Hedging Helps Canadian Oil And Gas Companies In Low Price Climate

The biggest gains on hedging in Q4 were clearly made by oil producers rather than gas producers; with the exception of Enerplus, all of these companies’ production portfolios are made up of over 75% oil. 

Proximity, Proximity, Proximity: Scoop Oil Can Get To Cushing Before Breakfast

Nissa Darbonne

The Oklahoma play is now making a quarter of Continental “I’m Not Just Bakken Now” Resources Inc.’s oil.

Incoming! Marcellus Pipelines To Strike The Gulf Coast Spot Price

Nissa Darbonne

But EnerVest’s John Walker expects LNG and other demand growth will absorb the new, natural-gas supply.

EOG Sees ’15 Rebound; XOM, $55 For A Few Years

Nissa Darbonne
 
Simmons: “Industry participants are hoping for the realization of the EOG thesis and fearful of the XOM one…Patience is virtue at this stage.”

Big Questions For The Oil And Gas Industry

During these tough times, it is easy to be hasty and to make mistakes. While we all have our theories and opinions, we don’t know when and where the bottom of this fall will be. Uncertainty is very difficult and can be unnerving. It is important to know what to do and what not to do.

Meet WOC (aka DUC), The World’s New Swing Producer

Nissa Darbonne

U.S. wells waiting on completion may prolong a low oil price.

 

Reports: U.S. Oil Inventory Grows Again, But A Re-Set Is Imminent

Nissa Darbonne
 
The possibility of erasing “any crude-supply overhang in short order is not out of the question in (the second half).”

The Long-Term Average Price Of Oil Is $30 A Barrel

Sure enough, February saw a rally in oil prices, and in the case of Brent greater stability around $60 a barrel. Since then we have seen restocking by many petrochemical buyers responding to both the rise in crude oil and its newfound stability.

Athlon’s Reeves Likes The Stacked Permian For Athlon II

Nissa Darbonne
 

“…It would be hard to bypass.”

Down-Cycling With New SEC Proved-Reserve Rules: How It Works

Nissa Darbonne
 
The post-2008 rule changes improve oil and gas producers’ year-end 2014 value on paper, but banks’ tests of credit worthiness are based on real-time and estimated future value.

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