Saturday, April 5, 2025

The Complex Portrait of Saudi Arabia

Saudi Arabia feels real danger from Iran Saudi Arabia and its neighbors in the Persian Gulf play an indisputably important role in global oil and gas markets. Much of the news that comes out about the region fails to capture the nuances that exist between the countries in the Gulf Cooperation Council, however. Speaking Wednesday at EnerCom’s The Oil & Gas

Helix

Erin Energy – Day Three Breakout Notes

Erin Energy presents at EnerCom’s The Oil & Gas Conference® During Erin Energy’s breakout session, management was asked the following questions: Are you having troubles getting your oil to market? How do you envision getting from 7,000 to 20,000 BOEPD? What is the timeline for that? What are your current margins? Are you looking at hedging your prices? Do you

North Dakota Production

Earthstone Energy – Day Three Breakout Notes

Earthstone presents at EnerCom’s The Oil & Gas Conference®  During Earthstone’s breakout session, management was asked the following questions: Could you talk about your cash flow through the end of the year in light of the capital for the year and the capital raise? In the past you have raised some liquidity through non-core asset sales. Where do you stand

Shenfeld: The New Normal is Slower Growth, Lower Interest Rates, and Lower Energy Prices

Citing a wide array of data sources as well as 80’s pop songs, CIBC Managing Director and Chief Economist Avery Shenfeld made a strong case for a new normal of lower energy prices, slower economic growth, and lower interest rates emerging after the Great Recession. Shenfeld was a featured speaker at the 2016 EnerCom conference in Denver. Here is an abbreviated version of his