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Long Form Reports

Government policy in the face of lower oil prices

Last week’s article on long-term oil prices did not get a lot of readership. Maybe it was too heavy on the data analysis and too light on policy recommendations. This article focuses on policy.

Monday, October 19th, 2020
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Futures prices trending the wrong way

Futures prices trending the wrong way

Spot prices were up last week but President Trump’s physician has more influence over that than demand or supply fundamentals. Our long-term indicators are not going in the right direction.

Monday, October 12th, 2020
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Women in Oil and Gas Colombia

Last week, leaders from the oil and gas industry came together (virtually) to launch Mujeres Oil and Gas, an initiative to bring greater gender equity to the sector. We attended and brought back this report.

Monday, October 5th, 2020
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Peak oil demand

Peak oil demand

We normally do not write about global issues – we assume that you have your own sources for this information. But BP recently published its Energy Outlook after a long, Covid-19-induced delay, and, if an accurate reflection of the future, there are profound implications for the industry and for Colombia.

Monday, September 28th, 2020
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Fracking Challenge

Carlos Leal, President of the Colombian Association of Petroleum Engineers (Acipet), spoke about the most recent propaganda by industry detractors: the ‘Fracking Challenge.’

Monday, September 21st, 2020
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Covid-19 situation improving?

Covid-19 situation improving?

It has been nearly three months since our last article tracking key pandemic statistics so we thought these graphs might be useful. Things have been getting better but questions remain.

Monday, September 14th, 2020
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Politics defeats logic and science yet again

Two weeks ago I wrote, “The past six months have provided ample evidence of the dangers of applying ‘political intuition’ to issues that require scientific evidence and scientific reasoning.” This week provided ample evidence that this point has not, in fact, been understood.

Monday, September 7th, 2020
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Surprise! Bayón does not want to sell Cenit!

Surprise! Bayón does not want to sell Cenit!

While doing the rounds of editorial boards in honor of Ecopetrol’s 69th birthday, CEO Felipe Bayón’s message was that the Colombian government should not sell any part of the NOC, especially Cenit. The company’s 2Q20 results show why: without the Transport sector, his company would be a far worse financial situation.

Monday, August 31st, 2020
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Science and engineering must be present in decisions about unconventional deposits

As the country creeps closer and closer to fracking trials, the opposition gets shriller concerned that economic interests will overcome environmental considerations. Concerned that the courts might make a pro-fracking decision, members of Congress from several parties across the center and left have filed a bill to prohibit the practice. That inspired the associations representing the oil and gas industry’s professionals to make a plea for science to carry its proper weight in these deliberations.

Monday, August 24th, 2020
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Is it time to look for gas?

Is it time to look for gas?

Our readers do not have to be told 2020 (so far) has been a bad year for oil prices. They probably realize that this cannot be a good thing for profitability. What may not be so intuitive is that prices have fallen so far that Colombian gas has (again) become more profitable than Colombian oil.

Monday, August 17th, 2020
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