Oil & Gas: Exploration & Production

Topics Covered: Capital Expenditures and Consolidation Activity, Refining Crude Price Differentials, Frontier Exploration and Development, Shale Drilling Capital Expenditures, Oil Price Expectations, Oil and Gas Transportation Infrastructure Demand, Shale Drilling Dynamics, Shale, Offshore and Deepwater Drilling

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Companies Covered: Exxon Mobil Corp. (XOM), Pioneer Natural Resources Co. (PXD), EOG Resources, Inc. (EOG), Cimarex Energy Co. (XEC), SandRidge Energy, Inc. (SD), Goodrich Petroleum Corp. (GDP), Gulfport Energy Corp. (GPOR), Schlumberger Limited (SLB), Halliburton Company (HAL), Basic Energy Services, Inc. (BAS), McDermott International Inc. (MDR), Helix Energy Solutions Group, (HLX), Oceaneering International, Inc (OII), Hornbeck Offshore Services, In (HOS), Helmerich & Payne Inc. (HP), Patterson-UTI Energy Inc. (PTEN), Atwood Oceanics Inc. (ATW), Diamond Offshore Drilling Inc. (DO), Ensco International Inc. (ESV), Transocean Ltd. (RIG), Exxon Mobil Corp. (XOM), Petroleo Brasileiro (PBR), Chevron Corp. (CVX), Total SA (TOT), Superior Energy Services Inc. (SPN), Hercules Offshore, Inc. (HERO), Continental Resources Inc. (CLR), Kodiak Oil & Gas Corp. (KOG), Whiting Petroleum Corp. (WLL), Concho Resources, Inc. (CXO), Approach Resources, Inc. (AREX), ConocoPhillips (COP), W&T Offshore Inc. (WTI), St. Mary Land & Exploration Co (SM), Magellan Midstream Partners LP (MMP), Sunoco Logistics Partners LP (SXL), Apache Corp. (APA), Anadarko Petroleum Corp. (APC), Devon Energy Corporation (DVN), Noble Corp. (NE), McMoRan Exploration Co. (MMR), Eni SpA (E), BP plc (BP), Breitburn Energy Partners LP (BBEP)