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The era of cheap oil will be over soon

March 26th, 2009 · 1 Comment

The world needs new (clean) energy resources, and it needs them pretty fast. Fields are declining left, right, and center, and not being replaced, or if they are, by much higher cost resources. On the other hand, it’s good news for energy plays..

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Tags: Natural Gas

Some comments from the International Energy Agency

March 16th, 2009 · 1 Comment

The most authoritative organizaion in terms of energy markets recently did a field by field study with some notable results. Due to the recession, it looks like energy is plenty, but this doesn’t look to be the case for long… We provide some consequences for InterOil as well.

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Tags: IOC · Natural Gas

Mexican oil production falling fast

February 23rd, 2009 · 1 Comment

The International Energy Agency recently published a large field by field study. The big, cheap existing fields are declining almost 5% on average. Here is one of them, the third largest oil field in the world. And it has nothing to do with falling demand..

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Tags: Commodities · Natural Gas

China is buying energy resources left, right, and center..

February 20th, 2009 · 3 Comments

We already noted it earlier, but the sums are large, and the format is nice: cash strapped energy developers get cash for long-term supply contracts.

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Tags: Emerging Markets · Natural Gas

Low energy prices won’t last

November 6th, 2008 · 1 Comment

If you think low energy prices are here to stay, think again..

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Tags: IOC · Natural Gas

Big oil awash in cash, scrambling for new resources and drilling opportunities

August 19th, 2008 · 3 Comments

We argued that big new energy resource finds are scarce, and those who do have an excellent negotiating position, because of the major oil companies are “awash in profits” but finding it “harder than ever to find new prospects” (something similar can be said for Asian utilities securing supplies).

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Tags: IOC · Natural Gas