2010-05-31: Oil and Gas Production and Distribution Report
2 expert Roundtable Panels; 5 leading Analysts; and top management from 4 Sector Firms
examine this vital industry in this 57 page report from The Wall Street Transcript.
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Roundtable Forum: A Shift in Focus To Natural Gas From Oil Phil Dodge - Tuohy Brothers Investment Research, Inc., Robert Morris - Citigroup Investment Research & Analysis
Roundtable Forum: In-Depth Overview of Oil & Gas Dynamics & Valuations Collin Gerry - Raymond James & Associates, Inc., Chuck Minervino - Susquehanna Financial Group
Analysis of Industrial Gas Demand Drivers Raymond Deacon - Pritchard Capital Partners LLC
Awaiting a Catalyst While Valuations Stay Low Pavel Molchanov - Raymond James & Associates, Inc.
Bifurcation in Oil & Gas Outlook -John Keller John Keller - Stephens, Inc.
Finding Opportunities In the LNG Market Faisel Khan - Citigroup Investment Research & Analysis
Near-Term Pricing & Rig Count Forecasts Philip Weiss - Argus Research Company
CEO Interviews (average 2,500 words): top management from 4 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Key Energy Services, Inc., Kinder Morgan Energy Partners LP, Saratoga Resources, Inc., and Tri-Valley Corp.
Topics covered: Increase in Petroleum Industry M&A - Demand Dynamics Drive Oil and Natural Gas Pricing - Regulatory and Public Policy Issues - Concerns Over Refinery Capacity - Bifurcated Pricing and Market Outlook - Impact of Gulf Oil Spill - Valuation and Production Trends
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Companies covered: Kinder Morgan (KMP); Anadarko (APC); Apache (APA); Arena Resources (ARD); Arrow (AOE.AX); BG Group (BG.L); BJ Services (BJS); BP (BP); Baker Hughes (BHI); Canadian Natural Resources (CNQ); Chesapeake (CHK); Chevron (CVX); Codexis (CDXS); ConocoPhillips (COP); Coots (WEL); Denbury Resources (DNR); Devon Energy (DVN); EOG (EOG); EQT (EQT); EXCO (XCO); Eni (E); Exxon Mobil (XOM); Halliburton (HAL); Helix (HLX); Hess (HES); Key Energy Services, Inc. (KEG); Lukoil (LUKOY); Marathon Oil (MRO); Mariner (ME); Murphy Oil (MUR); NATCO (NTG); National Oilwell Varco (NOV); Newfield Exploration (NFX); Occidental Petroleum (OXY); Oceaneering (OII); Parker Drilling (PKD); Petrobras (PBR); Petrohawk (HK); Pioneer Natural Resources (PXD); Questar (STR); Rosetta (ROSE); Sandridge (SD); Saratoga Resources (SROE); Schlumberger (SLB); Schlumberger-Smith International (SII); Scorpion (SCORE.OL); Shell (RDS-A); Sinopec (SNP); Statoil (STO); Swift (SFY); Total (TOT); Transocean (RIG); Tri-Valley Corp. (TIV); Valero (VLO); W&T Offshore (WTI); Weatherford (WFT); XTO (XTO).


