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Recent Commentary

  • Liquids 'Not-So-Rich' Plays Feeling Some Pain NGL / Oil Ratio approaching late 2008 lows.  Compression of ratio signaling US NGL oversupply.  Producers using oil as a dirty hedge to NGL production watching their hedges not hedge.  Composite ...
    Posted May 30, 2012, 10:09 PM by Jeff Davies
  • OFS Sorted By Change from 52W High Avg drop 35%.....click to enlarge
    Posted May 30, 2012, 10:00 PM by Jeff Davies
  • E&P Performance Sorted By Change From 52W High Simple avg of the group, down 37% from 52W high with no signs of the pain trade subsiding...click to enlarge
    Posted May 30, 2012, 9:57 PM by Jeff Davies
  • Crude Differentials
    Posted May 16, 2012, 10:36 PM by Jeff Davies
  • E&P Valuations summary....lower.  click to enlarge
    Posted May 16, 2012, 10:27 PM by Jeff Davies
  • NGL Realizations.....look out below Nat gas oversupply part II ?click to enlarge
    Posted May 16, 2012, 10:24 PM by Jeff Davies
  • CHK Value Destruction Clearly they aren't the only gassy e&p in this camp, but the numbers are the biggest...
    Posted May 17, 2012, 7:23 AM by Jeff Davies
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