Jun 24, 2014 by Arjun SreekumarThis High-Impact Oil Project Could Change the Future of the Gulf of MexicoWhy Statoil’s Martin prospect in the Gulf of Mexico could be a game-changer not only for the company, but also for nearby operators.
Jun 24, 2014 by Arjun SreekumarWhy on Earth Is BP Flying Drones Over U.S. Land? BP’s use of unmanned commercial drones at its Alaskan operations should improve safety and reliability, as well as save time and money.
Jun 24, 2014 by Arjun SreekumarThese Companies Have Found a Way to Bypass the Ban on U.S. Crude Oil ExportsHow forward-looking companies are using condensate splitters to skirt the nearly 40-year ban on exports of U.S. crude oil.
Jun 23, 2014 by Arjun SreekumarAre Asset Sales the Answer for Royal Dutch Shell plc?Royal Dutch Shell’s planned $15 billion of asset sales through 2015 will raise much-needed cash and should help the company improve its capital efficiency over time.
Jun 21, 2014 by Arjun SreekumarThese Risks Could Derail Norway’s Booming Oil IndustryEnergy companies’ renewed emphasis on cost-cutting and an unfavorable tax environment could greatly reduce investment in Norway’s booming oil and gas industry.
Jun 19, 2014 by Arjun Sreekumar1 Undervalued Refiner Could Fatten Your WalletTesoro’s growing access to discounted crudes should provide a major uplift to margins, EBITDA, and cash flow -- and a potential boost to its share price.
Jun 17, 2014 by Arjun SreekumarHere’s How Williams’ Acquisition of Access Midstream Partners Will Benefit InvestorsWilliams’ decision acquisition of Access Midstream Partners should drive stronger, more visible cash flow and dividend growth.
Jun 17, 2014 by Arjun SreekumarNoble Energy Boosts Its Bet on the Gulf of MexicoNoble’s acquisition of deepwater Gulf of Mexico exploration leases offers significant long-term upside, augmenting growth from its core assets in the U.S. and Israel.
Jun 17, 2014 by Arjun SreekumarWhy This Company Is More Bullish on the Marcellus Than Ever BeforeGiven currently high gas prices and the industry-leading economics of its drilling program, Range Resources is ramping up its spending in the Marcellus shale.
Jun 16, 2014 by Arjun SreekumarCan Refiners Keep Up With Surging U.S. Oil Production? Even though many U.S. refineries are ill equipped to handle growing volumes of light, sweet crude oil, Valero is better positioned than most.
Jun 16, 2014 by Arjun SreekumarAnadarko Petroleum Keeps Getting Better in This Oil PatchAnadarko Petroleum Corporation’s sharp reduction in Eagle Ford well costs and drilling days are fueling strong returns for the company.
Jun 16, 2014 by Arjun SreekumarWill Halcon Resources’ Big Bet on the Tuscaloosa Marine Shale Backfire? Despite very limited production data for the Tuscaloosa Marine Shale, a number of signs suggest that Halcon Resources’ big bet on the emerging play could pay off handsomely.
Jun 14, 2014 by Arjun SreekumarDon't Sell Off the Oil Sands Because of Climate Change?For those looking to invest in Canada’s oil sands, the types of projects oil sands producers pursue and their cost structures are crucial considerations.
Jun 14, 2014 by Arjun Sreekumar1 Under the Radar Stock to Play America's Biggest Oil Patch Why Concho Resources’ vast, high-quality acreage position and aggressive growth plans make it a promising way to invest in the resurgence of the Permian Basin.
Jun 13, 2014 by Arjun SreekumarWill Phillips 66’s Big Bet on Midstream Pay Off? Phillips 66’s expanding midstream portfolio should continue to deliver strong earnings growth and insulate the company from volatility in refining margins.
Jun 12, 2014 by Arjun SreekumarIt's Been 25 Years Since America Imported Less Natural Gas How rapid production growth fueled by major Marcellus shale gas producers helped reduce U.S. gas imports to a 25-year low last year.
Jun 12, 2014 by Arjun SreekumarBillionaire Investor George Soros Is Excited About This Energy Stock?Why Devon Energy’s strong prospects for growth and attractive valuation may make it a solid addition to your portfolio.
Jun 4, 2014 by Arjun SreekumarShould Dividend Investors Scatter Away from Total SA? While a combination of asset sales, reduced spending, and cash flow growth suggest Total SA should be able to modestly grow its dividend through 2017, there is one huge risk to that forecast.
Jun 4, 2014 by Arjun SreekumarMarathon Oil Is Doubling Down on North America Having agreed to sell its Norwegian assets, Marathon Oil’s greater exposure to U.S. shale plays should help improve margins and cash flows, and lift its valuation.
Jun 2, 2014 by Arjun SreekumarHow Important Is Management When Buying an Energy StockHow Devon Energy’s management has improved shareholder value through smart transactions and a focus on per-share results.