Oil and Gas Investor Magazine - September 2018
Cover Story
The Eastern Eagle Ford
Eagle Ford operators east of the San Marcos Arch are getting analysts’ attention. One has seen its stock jump 117% this year. Another said of this side of the downturn, “Now is the fun time.” Here’s the outlook from these Eagle Ford pure players.
Feature
E&Ps Building Confidence In The Gulf
As the proverbial storm clouds clear over the Gulf of Mexico, independent E&Ps are feeling the wind in their sails.
E&Ps Stuck On Cruise Control
With investors backseat-driving E&Ps, companies are focusing on what they have instead of doing new deals leaving 2018 deal volume and values behind and unlikely to catch up.
Executive Q&A: Laredo’s Eagle Ford Restart
Laredo Energy VI is remaking itself by focusing in the dry gas window of the lower Eagle Ford in Webb County, Texas, says CEO Michael J. Wieland.
Gone, Gone, Gone
How much acreage is truly “retained” under retained acreage clauses? Here are two cases involving Endeavor Energy Resources LP and XOG Operating LLC.
Oil-Rich Duvernay Kicks Into High Gear
Geologic variability needs to be understood to commercially unlock Alberta’s light oil Duvernay play, especially in the East Shale Basin.
Scouting Beyond The Permian
Looking for a few good names outside of the Permian? Here, three analysts name some of their picks.
The Eagle Ford At Middle Age
Despite higher activity than year-ago levels, the Eagle Ford Shale appears to be settling, quite comfortably, into mid-life, says Stratas Advisor’s Stephen Beck.
The Rice Brothers Ride Again
The Rice brothers have found their way back to where they made their fortune, but this time, they won’t be boxed into a certain play or a particular sector.
A&D Trends
The ‘Special’ In SPACS
The opposing forces whipsawing the oil and gas market most recently lashed out at Berry Petroleum Co., which delivered an IPO that undersold shares at about $2 below its targeted price.
At Closing
Clash Of The Titans
That’s one reason why he and President Trump want the U.S. to achieve energy dominance in world markets, with continued exports of oil, natural gas and LNG.
Bright Spots
Bright Spot: Meet Jonah Energy’s Brian Reger
Brian Reger, manager of reservoir engineering at Jonah Energy, spoke with Oil and Gas Investor about the company’s strategy to develop its assets in Sublette County, Wyo.
E&P Momentum
Breaking Good In Albuquerque
Despite recently being overshadowed by the neighboring San Juan, the Albuquerque Basin is expected to have resource potential in line with higher profile basins such as the Eagle Ford and Bakken shales.
From the Editor-in-Chief
The Final Bottleneck
Lurking somewhere on the open seas, gargantuan ships capable of transporting nearly one-fifth of the U.S. daily crude production to more favorable markets await our supply.
On the Money
Striking A Balance
Trying to strike the right balance between short-term and long-term goals continues to be a precarious pursuit for many E&Ps.