Jun 1, 2014 by Arjun SreekumarWill New Carbon Emissions Rules Lift These Natural Gas Companies?Why the Obama administration’s forthcoming greenhouse gas emissions rules will almost certainly be good news for natural gas producers.
Jun 1, 2014 by Arjun SreekumarHere's Why Ending the U.S. Crude Oil Export Ban Matters for YouWhy lifting the nearly 40-year ban on exports of U.S. crude oil could bring broad-based economic gains for the U.S. and a modest positive impact on the U.S. consumer.
Jun 1, 2014 by Arjun SreekumarA Further Decline in Iron Ore Prices Could Doom These StocksWith global iron ore fundamentals pointing to a secular bear market for the commodity, large mining companies may be in trouble.
Jun 1, 2014 by Arjun SreekumarWill Chesapeake Energy Corporation's Utica Shale Bet Backfire?Despite poor results from several Utica shale drillers, Chesapeake Energy’s numerous competitive advantages in the play should ensure strong and profitable growth.
Jun 1, 2014 by Arjun SreekumarAre These Marcellus Shale Drillers Being Taxed Too Much? Or Not Enough?Despite the more than $600 million in Pennsylvania tax revenue generated by drilling impact fees over the past three years, some say Marcellus shale drillers should pay even more.
Jun 1, 2014 by Arjun SreekumarUltra Petroleum vs. Southwestern Energy: Which Is the Better Buy Today?Why Ultra Petroleum’s stronger production, earnings and cash flow growth prospects, and more attractive valuation make it a better buy than Southwestern Energy.
Jun 1, 2014 by Arjun SreekumarFracking Isn’t the Only Drilling Technique Driving Rapid Growth in U.S. Oil ProductionWhy horizontal drilling has grown so rapidly in West Texas’ Permian Basin, and a look into some of the companies that stand to benefit.
May 31, 2014 by Arjun SreekumarDoes This Move Doom Noble Energy's Prospects in Israel? Is Woodside Petroleum’s departure from the Leviathan gas project offshore Israel bad news for Noble Energy?
May 31, 2014 by Arjun SreekumarHas Technological Progress Made Peak Oil Theory Irrelevant?How radical advances in technology have invalidated M. King Hubbert’s bold prediction that U.S. crude oil production would decline steadily after peaking in 1970.
May 31, 2014 by Arjun SreekumarWhy Haven't We Seen Wild Swings in the Price of Oil? How rapid growth in U.S. shale oil production has helped keep global oil prices in check.
May 29, 2014 by Arjun SreekumarAfter a Big Rally, Are Anadarko Petroleum Corporation Shares Too Pricey?Despite a significant uplift in its valuation over the past few months, Anadarko Petroleum Corporation may still have decent upside.
May 29, 2014 by Arjun SreekumarIs Whiting Petroleum The Next Great American Oil Company Whiting Petroleum’s deep inventory of oil-rich assets in North Dakota’s Bakken/Three Forks play and Colorado’s Niobrara shale should drive strong growth for years to come.
May 29, 2014 by Arjun SreekumarShould Apache Corporation Exit Egypt Completely? Why an outright exit from its Egyptian oil and gas business may benefit Apache Corporation and its shareholders.
May 28, 2014 by Arjun SreekumarDid Hess Corp. Get Shortchanged on Deal With Marathon Petroleum Corporation?Hess Corp.’s decision to sell its retail business to Marathon Petroleum Corporation actually appears more beneficial for Hess than it does for Marathon.
May 27, 2014 by Arjun SreekumarCan Sanchez Energy Really Succeed Where Royal Dutch Shell plc Has Failed?Given Sanchez Energy’s tremendous success in the Eagle Ford, it just may be able to deliver where Royal Dutch Shell plc has failed.
May 26, 2014 by Arjun SreekumarIs the Market Wrong About Cabot Oil & Gas Corporation? Cabot Oil & Gas’ underperformance this year, combined with its exceptional production growth prospects and industry-leading cost structure, make it a compelling buy.
May 26, 2014 by Arjun SreekumarAre Apache Corporation’s Asset Sales Now Destroying Shareholder Value? Having already monetized more than $8 billion worth of assets over the past few quarters, is Apache’s recently announced sale of Gulf of Mexico assets taking it too far?
May 25, 2014 by Arjun SreekumarHow Big Oil Companies Are Undermining U.S. Sanctions Against RussiaDespite growing diplomatic pressures against Russia, big Western oil majors like Shell, Exxon, BP, and Total are doubling down on their Russian investments.
May 25, 2014 by Arjun SreekumarIf Russia Situation Worsens, These Energy Stocks Could SurgeWhy U.S. refiners stand to benefit from the growing geopolitical risk in Russia that could boost Brent crude oil prices.
May 24, 2014 by Arjun SreekumarApache Corp vs. Anadarko Petroleum Corp: Which Is the Better Buy Today?A comparison of Apache and Anadarko based on asset quality, growth prospects, and valuation.
