1 roundtable forum, 2 analysts and 5 sector firms examine the Oil & Gas Exploration & Production segment in this 40-page report from The Wall Street Transcript.
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Roundtable Forum - Oil & Gas Exploration & Production: Raymond Deacon, Pritchard Capital Partners LLC; Philip Dodge, Stanford Group Company; John Gerdes, SunTrust Robinson Humphrey, Inc./The Gerdes Group
Outlook for E&P Companies: Neal Dingmann, Wunderlich Securities, Inc.
Integrated Energy: The Outlook for 2009: Fadel Gheit, Oppenheimer & Co. Inc.
CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and sector. Firms interviewed include: Evolution Petroleum Corporation, Pioneer Drilling Company, Swift Energy Company, TransAtlantic Petroleum Corp., United Fuel & Energy Corporation
Topics covered: Commodity prices - Cyclicality factors - Decline in cap ex spending - Drilling activity outlook - E&P activity - Price hedging - Supply corrective process - OPEC and supply issues - M&A activity - Balance sheet issues - Oil shale exploration - Political impact of new Administration - Changes in cost environment - Constraints in future exploration - Risk factors - Attractive valuations - Investor interest - Stock picks
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Companies covered: Anadarko Petroleum (APC); Carrizo Oil & Gas (CRZO); Bill Barrett (BBG); Range Resources (RRC); Questar (STR); Cabot (COG); Mariner Energy (ME); Whiting (WLL); XTO Energy (XTO); Penn Virginia (PVR); Apache (APA); Ultra Petroleum (UPL); EnCana (ECA); TXCO Resources (TXCO); GMX Resources (GMXR); Rosetta Resources (ROSE).


