Monday, September 24th, 2012 Posted in Uncategorized | Comments OffColorado's Niobrara play has the best NGL economics today, says KeyBanc's Deckelbaum. As prices for NGLs (natural gas liquids) decline, whose going to start feeling the pinch first? "Looking ... Read more..
Saturday, September 15th, 2012 Posted in Uncategorized | Comments Off"They're not getting done with the buyers we're used to...." With natural gas prices below $3, how do gas buyers get deals done? Year to date, 15 publicly announced, gas-weighted deals-that ... Read more..
Friday, September 14th, 2012 Posted in Uncategorized | Comments OffThe multiple is less than half that of onshore U.S. unconventional-resource portfolios. With one simple multiple, "3-4x," Bill Marko explains just how depressed asset valuations for deepwater Gulf of Mexico assets ... Read more..
Sunday, September 2nd, 2012 Posted in Uncategorized | Comments OffCurrent analyst new-play favorites include the horizontal Permian, Utica, Mississippi Lime, Woodbine, Pearsall, Uinta, Tuscaloosa Marine Shale. What's the next great new Lower 48 horizontal play? There will be ... Read more..
Saturday, September 1st, 2012 Posted in Uncategorized | Comments OffTPH: "U.S. ethylene-cracker build-out opportunity (alone) represents a potential of some $20 billion in expenditures...." If they build it, the price will come.... In the midst of ethane rejection at Conway and ... Read more..