Search for your article of interest

Long Form Reports

Do they really think that will happen? Revisited

Do they really think that will happen? Revisited

A few weeks ago, we questioned the feasibility of MinMinas’ 2017 crude production target of 875mbd. No one jumped on us – or, frankly, congratulated us for our insightful analysis.

Monday, February 13th, 2017
Usefulness:

What do we talk about?

This past weekend, a friend of mine who is not in the industry asked me what exactly our newsletter talks about. So I gave the elevator pitch and that got me thinking about why we choose these topics.

Monday, February 13th, 2017
Usefulness:

Mexico and Colombia

So January is in the books. The groundhogs have pronounced on winter (split decision) and as an old boss of mine used to say with a slight note of panic in his voice “One twelfth of the year has gone by! One third of the first quarter is over! What have we accomplished!”

Monday, February 6th, 2017
Usefulness:
Security and social conflict

Security and social conflict

Last week we separately published graphs of our monthly counts of security incidents and of blockades in all of 2016.

Monday, February 6th, 2017
Usefulness:

Going out on a limb…

Rather than scatter my predictions over a number of articles, I decided to consolidate them in one. At the very least, it will be easier to check how I / we did next January.

Monday, January 30th, 2017
Usefulness:
Colombian industry more concentrated

Colombian industry more concentrated

Noticing GTE’s (TSX:GTE) huge growth in YE2016 reserves and thinking about Ecopetrol’s (NYSE:EC) policy to revert all Association contracts got us thinking about concentration / consolidation in the Colombian oil and gas industry.

Monday, January 30th, 2017
Usefulness:

Looking back

Last year at this time I wrote a kind of ‘predictions’ article trying to look ahead into 2016. So I thought in the interests of ‘full disclosure’ that I should check how well I did at predicting how 2016 was going to turn out.

Monday, January 23rd, 2017
Usefulness:
Do they really think that will happen?

Do they really think that will happen?

Maybe we should not take MinMinas crude oil production targets too seriously. They are less predictions than wishful thinking to justify budgetary calculations. But we cannot help trying to see if they make any sense whatsoever.

Monday, January 23rd, 2017
Usefulness:

While you were out…

I doubt many of our readers were off from Christmas to today – although it appears most Colombian political decision makers were (as usual). But you were probably off for at least some of the period so an overview should be helpful.

Monday, January 16th, 2017
Usefulness:
Rising oil prices help Colombia-committed oil shares

Rising oil prices help Colombia-committed oil shares

Higher oil prices gave E&P stocks a boost and Colombian-committed companies were no exception.

Monday, January 16th, 2017
Usefulness: