In November’s “Energy Industry Data and Trends,” EnerCom Consulting’s monthly report to subscribers that was issued Nov. 14, the analysts looked closely at well economics as management and directors of oil and gas companies across the industry prepare for board meetings. No question, the season’s hottest topic is what to do with capital budgets for the coming year. The EnerCom
MS Executive Director Jeremy Friesen Sees Prices Unsustainably Low, As Both Demand And Supply Will Move At These Levels At the November meeting of the Energy Finance Discussion Group in Denver on Nov. 11, Jeremy Friesen, Commodity Strategist for Morgan Stanley’s Commodity Trading Group, gave a presentation that looked at global economic trends and movements of oil supply and demand.
Falling oil prices have helped sell a lot of Rolaids lately, particularly in places like Houston where U.S. E&Ps are trying to plan their future drilling commitments, based on uncertain commodities prices in 2015. On Monday, some NYMEX options traders said they viewed $80 as a bottom, even on the heels of Goldman’s revised bearish oil forecast it released over the
A 30-year oil and gas veteran gives his perspective on the E&P space, oil prices, OPEC, LNG and New York’s shale Oil & Gas 360® had an opportunity to speak with John Gerdes about the oil and gas industry from his perch in Houston as KLR Group’s Managing Director and Head of Research. KLR is a merchant and investment bank,
