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Long Form Reports

Where will we find gas?

Where will we find gas?

Last week we showed a number of graphs about oil reserves. This week we have the same charts but for natural gas.

Monday, September 24th, 2018
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CCCC Proposals to MinMinas for the Mining and Energy Sectors

As we noted a few weeks ago, the Colombia-Canada Chamber of Commerce’s Mining and Energy Committee prepared a set of recommendations for María Fernanda Suárez, the new MinMinas. These were delivered to her at a private meeting in Cartagena. We have translated the full document and obtained the Committee’s permission to publish it.

Friday, September 21st, 2018
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Where should we look for oil?

Where should we look for oil?

While searching for something else, our Analyst stumbled upon an update of the ANH’s oil reserves by department. He came up with some interesting graphs.

Monday, September 17th, 2018
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Dissonance

One of the hardest editing problems I have occurs whenever we have to write about security issues associated with former Farc guerrilla. The problems occur because of differences between Spanish and English, but mostly because of a ‘what-do-we-call-them’ issue. However, the real security issues are far bigger than any language challenges we might have.

Monday, September 17th, 2018
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The bright side of life

The bright side of life

Our Analyst complained that we had taken his usual space in the newsletter for our various end-of-Santos-government reviews. (Normally he complains because he has no idea what to write about come the Friday deadline, so this was a first.) He was especially concerned because he had good news to report.

Monday, September 10th, 2018
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New kid(s) in town

This week the Duque government’s new hydrocarbons team was finalized. What will they do? What should they do?

Monday, September 10th, 2018
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Colombia share-price discount disappears! Or at least …

Colombia share-price discount disappears! Or at least …

When Ronald Pantin was CEO of Pacific Rubiales he would complain that investors applied a ‘Colombia discount’ to Colombia-committed stocks. For a long time that appeared to be true, but it has been getting smaller and, this quarter, it disappeared. However, there are some important caveats.

Monday, September 3rd, 2018
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Amendments to the Terms of Reference of the National Hydrocarbons Agency’s 2018 Permanent Competitive Procedure

The ANH’s Permanent Competitive Procedure is the most significant change in procedure in years. It opens the opportunity for continuous block assignments. Ten days ago, the ANH announced an important modification, finally allowing what Agreement 2 was supposed to have from the beginning: the ability to nominate blocks for assignment (which we have called browse-the-rack-and-pick-up-something-you-like). Leopoldo Olavarria and his team at Norton RoseFulbright have kindly prepared the following summary of the changes.

Monday, September 3rd, 2018
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Frick n’ Frack

Frick n’ Frack

This graffiti adorns a 20-meter wall on Bogotá’s busy Septima (Carrera 7 / 7Th Avenue) in the heart of the capital’s elite neighborhood. It is virtually impossible that politicians, media types and other opinion leaders have not seen it or will not see it over the coming weeks. The inauguration of President Iván Duque has certainly reignited the debate over unconventional technologies.

Monday, August 27th, 2018
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Capex: Where do we go now?

Capex: Where do we go now?

There was considerable debate among industry watchers about whether companies spent the Capex they expected to in the first half of 2018 or held the money back. As usual every case is different – and we had to make some assumptions — but it looks like they spent as expected or more, except ECP.

Monday, August 20th, 2018
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