Jul 17, 2014 by Arjun Sreekumar2 Signs the Worst Is Over for Cliffs Natural ResourcesDespite the recent barrage of negative news about Cliffs Natural Resources, there are a couple of reasons to be optimistic about the company.
Jul 17, 2014 by Arjun SreekumarDid Kodiak Oil & Gas Shareholders Just Get Robbed? While Whiting shareholders appear to have gotten the better end of the recent deal, Kodiak Oil & Gas shareholders should also benefit over the long term.
Jul 16, 2014 by Arjun SreekumarWill Oil Export Ruling Doom Your Refining Stocks?The recently announced condensate export ruling may not be as bad for refining stocks as the market seems to think.
Jul 16, 2014 by Arjun SreekumarAre We Destined to Repeat the 2010 Gulf of Mexico Oil Spill?Four years after the infamous 2010 Gulf of Mexico oil spill, is offshore deepwater drilling really any safer?
Jul 15, 2014 by Arjun SreekumarWhy Cliffs Natural Resources' Dividend Could Be at RiskWhy lower iron ore prices pose a serious threat to Cliffs Natural Resources’ dividend.
Jul 14, 2014 by Arjun SreekumarIs Apache Corporation’s Decision to Remain in Egypt a Mistake? Why Apache Corporation’s decision to maintain its current level of activity in Egypt may be misguided.
Jul 12, 2014 by Arjun SreekumarRoyal Dutch Shell plc Exits Saudi Arabia Gas ProjectRoyal Dutch Shell plc’s decision to bow out of a technically complex and economically challenging Saudi gas project highlights its commitment to its new strategy.
Jul 11, 2014 by Arjun SreekumarAfter Recent Run Up, Is There Any Upside Left for Apache Corporation? Despite the recent surge in its share price, Apache Corporation may still have plenty of upside remaining.
Jul 11, 2014 by Arjun SreekumarIs Spending More the Right Move for Phillips 66? Phillips 66’s latest decision to boost capital spending to accelerate development of two major midstream projects should pay off in the long run.
Jul 11, 2014 by Arjun SreekumarSandRidge Energy: Big Upside Potential Why SandRidge Energy’s appraisal efforts could provide a big boost to its resource base and asset value.
Jul 11, 2014 by Arjun SreekumarHalcon Resources is Making Solid Progress in the Bakken and El Halcon Halcon Resources’ strong execution and focus on technological innovation is improving returns at two of its core plays.
Jul 10, 2014 by Arjun SreekumarWhy This Energy Company Has One of the Best Asset Portfolios AroundNoble Energy’s assets in the Gulf of Mexico, offshore Israel, and onshore U.S. should drive several more years of profitable, double-digit growth.
Jul 10, 2014 by Arjun SreekumarHow Cabot Oil & Gas Is Tackling This Overwhelming ChallengeOver time, Cabot Oil & Gas’ investments in new takeaway capacity should help reduce currently wide Marcellus basis differentials and improve its returns.
Jul 10, 2014 by Arjun SreekumarThis Strong MLP Is A Big Winner From Gas Flaring Rules New rules aimed at reducing gas flaring in North Dakota’s Bakken shale bode well for midstream firm ONEOK Partners.
Jul 9, 2014 by Arjun SreekumarIs ConocoPhillips A Better Dividend Stock than BP and Chevron? Why ConocoPhillips’ better growth prospects and increasingly oil-weighted production may allow the company to deliver stronger dividend growth than BP and Chevron.
Jul 8, 2014 by Arjun SreekumarBig Oil Shareholders Shouldn't Worry About Operations in Iraq? Even if violence in Iraq spreads to the south and disrupts production, the impact on ExxonMobil, BP, and Occidental Petroleum should be relatively insignificant.
Jul 8, 2014 by Arjun SreekumarWhat Marcellus Asset Sale Means for Rice Energy and Chesapeake EnergyWhy the recently announced sale of Marcellus shale acreage should be a positive for both Rice Energy, the buyer, and Chesapeake Energy, the seller.
Jul 7, 2014 by Arjun SreekumarHow SandRidge Energy Turned This Unloved Play Into a WinnerHaving made significant progress in tackling the Mississippi Lime’s unique challenges, SandRidge Energy’s future in the play looks a lot brighter.
Jul 7, 2014 by Arjun Sreekumar3 Ways Tesoro Is Improving Shareholder ValueTesoro's focus on boosting access to cost-advantaged crudes, pursuit of a share buyback program, and creation of Tesoro Logistics is driving stronger value for shareholders.
Jul 5, 2014 by Arjun SreekumarIs North Dakota Oil Production Rapidly Approaching a Peak?While high legacy decline rates are a major concern, technological advances could ensure continued growth in Bakken oil production.