Oil and Gas Investor Magazine - May 2011
Cover Story
King Oil
The disconnect in commodity prices has prompted gas devotees to seek oil exposure and long-time crude prospectors to bear down on their oily assets. Here are some paths being taken.
Feature
Alhajji's Analysis
This energy economist, just back from visiting the Middle East, thinks geopolitical risk, generational conflict, and OPEC's own oil demand will roil oil markets for some time.
Black Rocks Grow At Black Rock
Taking a macroeconomic approach, energy investor Dan Rice oversees a $1.1-billion fund with stakes in more than seven dozen energy-related businesses.
Dialing Up The Oil - And Fast
These three E&Ps are pushing the accelerator on their oil profile, and their lighter weight is helping them make a greater impact on their income statements—quickly.
Energized EOR
Oil economics are stimulating enhanced oil recovery projects, but capital investments have moved beyond waterfloods.
Mexico Comes Calling
A new Pemex contract model is designed to increase the role of international operating companies in Mexico’s upstream oil sector.
Oiled-Up For Growth
While some companies making the shift to oilier portfolios may be fully valued, analysts say upside remains for these names.
Pricing The Barrel
It’s not easy to put numbers, or a value, on crude oil amid the complex geopolitical events occurring daily.
At Closing
More Mississippi Lime
The Lime has hit the fan—the Mississippi Lime, that is. The play that was featured in the April issue has since made more headlines as the first market test of its valuation exceeded gross-proceeds expectations by more than 50%.
Bright Spots
Meet Claire Harvey
Claire Harvey talks about private-equity investing at TPH Partners.
Capital Markets
Red-Haired Stepchild
Wall Street has long considered crude-oil refining to be the red-haired stepchild of the oil and gas industry.
Company Briefs
Company Briefs
KNOC joins Anadarko in Eagle Ford for $1.55B
Completions
Back Home
The obvious theme at the 39th annual Howard Weil energy investment conference in New Orleans was that shale-gas development as a driving E&P force has been replaced by oil production, using technologies developed for shale gas.
E&P Momentum
She's So Heavy
Colombia's production and reserves are growing, and they are growing on the back of heavy crude.
From the Editor-in-Chief
From The Editor-In-Chief
By the time Cornell University, the EPA and Congress get through, hydraulic fracturing may be a rarified practice that takes as long to permit as a deepwater well in the Gulf or a tight-gas well on some high plateau in Utah.
Legends
Chatting With Arlen Edgar
Arlen Edgar is sticking with his long-time friend, the Permian.
Trends & Analysis
Cleveland Rocks
The productive Cleveland formation is a fine-grained, tight Upper Pennsylvanian-age sandstone reservoir covering an area of more than 650 square miles in the northeastern Texas Panhandle and western Oklahoma, in the Anadarko Basin.