Survey: E&P Leads In The Upside Race
Bernstein Energy’s recent Energy Investor Sentiment Survey noted that producers are “resoundingly bullish” on oil prices.
September 26, 2018
Morningstar Research: The Condensate Export Window Is Open
The tightening Asian market and expected sanctions against Iran dovetail with an abundance of U.S. supply.
September 24, 2018
Fall Plays On E&P Players
Fall themes for investing in oil and gas emerged in analysts’ reports including what one firm is calling the “Permian pause.”
September 21, 2018
E&Ps Deal For Some-Of-The-Parts Midstream Value
Morgan Stanley report examines which stocks are best positioned to benefit from monetization trend.
August 20, 2018
A Bull Oil Market Forecast For 2019
Paul Sankey, an energy analyst with Mizuho, said the industry has rebounded to a point where it "has never been in better shape, from a resource opportunity standpoint."
August 1, 2018
Study Assesses OPEC’s Spare Capacity Value, Impact
KAPSARC study finds the cartel has the ability (at least in theory) to stabilize the price of oil.
July 27, 2018
Analysts Forecast Most Constructive Oil Market In Years
Commodity strategy analysts with RBC Capital Markets outline the factors behind their new ‘structurally bullish’ oil market outlook.
July 13, 2018
Generalist Investors’ Slow Embrace Of E&P’s Capital Discipline
A recent report found while E&Ps move toward free cash flow investors have begun to take notice, but they are moving forward cautiously.
June 28, 2018
US Crude Exports Flourish Amid Favorable Conditions
Morningstar cites numerous factors bolstering exports to overseas markets in Asia and Europe.
June 4, 2018
LNG Delays Worsen Permian’s Infrastructure Outlook
Freeport LNG pushes back launch of its $13 billion terminal to September 2019.
May 21, 2018