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Long Form Reports

How dependent are we?

How dependent are we?

Recently, Ecopetrol (NYSE:EC) got the public’s attention about the violence in southern Meta with a ‘gee whiz’ estimate of how much oil production was at risk. That got our Analyst thinking about production concentration and risk.

Monday, February 19th, 2018
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Time keeps on slippin’, slippin’, slippin’ into the future

The Sinu San Jacinto bid round was announced with great fanfare on September 12th, 2017. The auction was supposed to have completed before the end of that year. Now, quietly, the date keeps slipping.

Monday, February 19th, 2018
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UPME looks at gas demand

UPME looks at gas demand

At this time of year, the UPME publishes its annual forecasts for gas demand and supply. Here we take a look at the conclusions, focusing on key graphs.

Monday, February 12th, 2018
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Electoral angst

A few weeks ago, a poll appeared showing Gustavo Petro in first place for Colombia’s upcoming elections. Somewhat naturally, this raised eyebrows and raised concerns in the oil and gas industry.

Monday, February 12th, 2018
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The ELN make a statement

The ELN make a statement

We did not publish our usual security summary for December 2017 even though it was the end of the quarter and the end of the year. By the time we started operations again after the year-end holiday period, the bilateral truce with the ELN was already over, ending literally with a bang. It made more sense to wait until the end of January.

Monday, February 5th, 2018
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Still I look to find a reason to believe

I have a deserved reputation for being a curmudgeon – always complaining – but looking at the statistical evidence, and listening to the industry, 2018 could shape up to be a good year. I am – shock! horror! – optimistic.

Monday, February 5th, 2018
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Round up the usual suspects?

Round up the usual suspects?

We have been borrowing the phrase from Casablanca to “Round up the usual suspects” in our analysis of quarter-over-quarter changes in crude production. We used it because the same block names kept appearing over and over. However, this quarter, things seem to be changing.

Monday, January 29th, 2018
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MinMinas Action Plan for 2018

Following Article 8 of Law 1437 of 2011, the Ministry of Mines and Energy (MinMinas) published its Annual Action Plan for 2018. We saved you the trouble of ploughing through the 53 objectives and over 300 lines of Excel.

Monday, January 29th, 2018
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ELN process takes a serious step backwards

The Farc process is officially in the post-conflict phase and, despite stories of implementation failures on both sides, the UN Secretary General has given this a clean bill of health. But peace with the ELN is an entirely different story.

Monday, January 22nd, 2018
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Colombian discount slowly disappearing

Colombian discount slowly disappearing

Some publicly traded E&P companies used to complain about a “Colombia discount” believing that investors undervalued their shares because of perceived defects in the Colombian environment (usually the ‘unholy Trinity’ of security, social conflict and environmental licensing).

Monday, January 22nd, 2018
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