Musings Newsletter

• Observations From Our Trip To The North
• Climate Change Debate Highlighted By Business Summit
• Chinese Auto Sales The Driver Of Energy Demand Growth
• Shrinking Europe Gas Market Could Impact US Gas Market
• Barron’s And Fortune Rankings of Energy Companies
• NOAA Hurricane Forecast Consistent With CSU Projections

Musings from the Oil Patch – May 26, 2009 Read More

• Natural Gas Prices And LNG’s Dirty Little Secret
• Chavez Seizes OFS Assets: Obama Grabs Chrysler Loans
• Mixed Economic Data: Is Crude Oil On A Bubble?
• British Efforts For Renewable Energy Proving Too Costly
• Calculators and Ridiculous Economic Scenarios
• Why does the ocean still have all that water when it has all those sponges living in it?
• Automobiles and Global Warming – Different Scenarios
• Debate Over But Global Warming Needs Madison Avenue

Musings From the Oil Patch – May 12, 2009 Read More

• Interior Secretary Shocks Coal Industry With Hot Wind
• Investors Starting To Favor Energy Stocks
• Soot: A Global Warming Issue; Only Discovered Now?
• The Potential For Energy Industry Takeover Activity
• EU Moves To Change Sustained Use of Energy
• Energy PE Firm Builds War Chest For Investments

Musings From the Oil Patch – April 28, 2009 Read More

• World Awash In Oil; Demand Lacking Says IEA
• Energy Stocks Experience Difficult First Quarter
• Commodity Price Actions Suggest Glimmers of Recovery
• Pricing Carbon: Restructuring the Energy Industry Begins
• 2009 Hurricane Forecast Dampened By Cooling Waters
• Energy Plays A Key Role In 7 Deadly Scenarios

Musings From the Oil Patch – April 14, 2009 Read More

• Changing Landscape of Global E&P Industry
• China, the U.S. Dollar and Crude Oil Prices
• Steve Chazen Quips From Howard Weil Presentation
• Global Warming Debate Over? Don’t Count On It!
• Baltic Index Signaling Stalled Economic Recovery?
• Filling Out The Brackets – 2009 Worst Dictators List

Musings from the Oil Patch – March 31, 2009 Read More

• Rig Count Downturn Moves Into Uncharted Territory
• Dallas Fed: Houston’s Energy Sector A “Definite Liability”
• Buffett: Major Mistake Buying Oil Company At The Top
• Technology Helps Surplus Equipment Market Globally
• Demand Forecasts Down As OPEC Considers Quota Cut

Musings From the Oil Patch – March 17, 2009 Read More

• Exxon’s Conservative Strategy Works For Investors
• Natural Gas Demand Problem Is Housing and Autos
• New Ways For Taxing Gasoline Now Front And Center
• RIG’s Long Defends Company’s Stock Buyback Decision
• Sheep and Global Climate Change Pushing Animal Research
• Commodity Prices Tend To Revert To The Mean

Musings From the Oil Patch – March 3, 2009 Read More

• 2009: Stuck In A Multi-year Oil Demand Downturn?
• Energy Companies and Returns To Shareholders
• Punxsutawney Phil: Springtime and Global Warming
• Energy Stocks May Be Returning to Favor
• Random Thoughts About Energy Markets?
  • Does Baltic Index Signify Anything About Oil Market?
  • Sovereign Wealth Fund Shifting To Natural Resources?

Musings From the Oil Patch – February 17, 2009 Read More

• Will This Energy Downturn Be More Like 2001 Cycle?
• Quality Differentials And Oil Investment Traps
• A Funny Thing Happened Getting To Earnings Season
• Total Leads Energy M&A Energy Restructuring Charge
• Canada’s Lost Winter Drilling Season
• Random Thoughts About Energy Markets
  • $400 Million For Global Warming Research
  • "Stick-in-the-mud" Exxon Mobil Corp. Outflanks Its Competition
  • Will You Need A Clothespin For Your Nose When Visiting Oslo?
  • Baltic Dry Index Rally A Sign of Economic Recovery?

 

Musings From the Oil Patch – February 3, 2009 Read More

• Do WTI Oil Prices Reflect Underlying Market Conditions?
• Back To The Future: $1 Per MCF Natural Gas Again?
• If China’s Growth Goes South What Happens To Oil?
• Do Winter Blasts Suggest Stronger Energy Stock Prices?
• Where’s The Beef – er The Heat?
• Random Thoughts Bothering The Energy Market

 

Musings From the Oil Patch – January 20, 2009 Read More