Energy Matters

Archive for September, 2008

The Big (Mortgage) Bang Theory: It Isn’t Greenspan’s Fault

Tuesday, September 23rd, 2008 Posted in Uncategorized | No Comments »

Big Mortgage Bang has become a Big I-Banking and Big Mortgage-Insurer problem. Blame it on Greenspan? This reminds me of the anecdote of the new CEO who finds an envelope ... Read more..

Why AIG? Why Lehman? Bernanke Answers

Tuesday, September 23rd, 2008 Posted in Uncategorized | No Comments »

Federal Reserve Chairman Ben Bernanke explained the Fed’s interest in propping up AIG and how aid to Lehman Brothers was unnecessary but not doing so represented further collateral damage to ... Read more..

S&P Slams Buffett’s MidAmerican For Constellation Deal, But Profit Off Williams Bail-Out Is Good Currency

Saturday, September 20th, 2008 Posted in Uncategorized | No Comments »

Here’s M&A “Jeopardy.” Answer:  A troubled utility with hard assets, including a stake in more than 600 billion cubic feet equivalent of proved oil and gas reserves. Question: What is a good ... Read more..

Meet Jarrett Lee…Where’s Your Freshman Company-Maker?

Saturday, September 20th, 2008 Posted in Uncategorized | No Comments »

Did you see the LSU-Auburn game this evening? Once again, LSU made plays that would frighten most. I wrote in May about the necessity of cutting the rogue quarterback Ryan Perrilloux, ... Read more..

Near Term, Oil Down, Gas Up, Buysiders Tell Bernstein

Friday, September 19th, 2008 Posted in Uncategorized | No Comments »

Oil prices will rise in the long term, and natural gas prices will fall, reports Ben Dell, senior analyst for Bernstein Research, based on the research group’s quarterly investor-sentiment survey. ... Read more..

Reflections Upon The Retirement Of Ike—How Your October Issue Of Oil And Gas Investor Was Made

Friday, September 19th, 2008 Posted in Uncategorized | No Comments »

At this writing, Oil and Gas Investor art director Marc Conly and managing editor Susan Klann in Denver, where each home office, were packaging the final pages of the October ... Read more..

You Missed The A&D Conference? Here’s A Ticket

Monday, September 8th, 2008 Posted in Uncategorized | No Comments »

Some 550 of your peers were there. Missed the 7th annual A&D Strategies and Opportunities conference and the encore A&D--The Workshop? See post-panel Q&A videos at www.A-Dcenter.com, or buy a ... Read more..

Consolidation, JV, Sell-Out: What’s Next For Haynesville Shale

Monday, September 8th, 2008 Posted in Uncategorized | No Comments »

The bulk of "on the ground" mineral leasing is "probably over" in the Haynesville, says Steve Herod, executive vice president, corporate development, for Petrohawk Energy Corp., Houston. The E&P was an ... Read more..

Got Ceramic Proppant? Don’t Go To Haynesville Without It

Monday, September 8th, 2008 Posted in Uncategorized | No Comments »

Dave Pursell, senior research analyst at Tudor, Pickering, Holt & Co. Securities Inc. in Houston, says the Haynesville has to be developed with ceramic proppant. Other proppants include sand, but ... Read more..