With Earnings Come Free Cash Flow Questions
Bernstein analysts discussed the pros, cons and aspects of the cash flow debate.
November 9, 2017
US LNG: At What Cost?
Bernstein and Tudor, Pickering, Holt scrutinize the emerging US LNG sector for clues to the economics that will determine success.
October 17, 2017
Hedging Underlies 2018 Outlook
A pair of recent analyst reports noted a more positive environment for oil equities and the commodity in general, but don’t expect more than ‘incremental’ rig additions until prices rise a little more.
September 29, 2017
EVs: Fears Of Peak Oil Demand ‘Overblown’
Raymond James report says that global growth in oil consumption will be healthy through 2025, even with rapid adoption of electric vehicles.
September 20, 2017
Drillinginfo Breaks Down Valuation Model For E&Ps
Estimating the value of E&P companies takes on a finer edge when commodity prices are less robust.
August 22, 2017
Cowen: E&Ps Could Fund Outspend With Midstream Divestitures
Refiners are likely buyers of midstream assets if cash-strapped E&Ps decide to divest, Cowen says in a report.
August 15, 2017
Ahead Of Second-Quarter Calls, Analysts Lay Out Themes
With second-quarter earnings season for oil and gas companies looming, analysts weighed in on expected themes.
July 26, 2017
Digital Oil Field Takes Hold
The lower for longer mindset requires that the industry shift from a siloed business approach to that of a digital, interconnected oil field.
July 5, 2017
Analysts: Water Needs, Spend To Escalate
With operators drilling faster and employing longer laterals, completions now require triple the volumes of water per frack than five years ago, according to Bluefield Research.
June 23, 2017
State Of Upstream: At Long Last, Profitability
First-quarter earnings reports for E&Ps reveal the sector has returned to profitability after six consecutive quarters of losses, according to Bernstein Research.
June 12, 2017