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Long Form Reports

5 lessons from the USO

The USO is the union for Ecopetrol (NYSE:EC) workers and, perhaps surprisingly, one of the loudest voices against the oil industry and the ‘evil multinationals’ who dare to operate in Colombia.

Monday, December 19th, 2016
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Blame it on the ELN and Rubiales

Blame it on the ELN and Rubiales

The drop in crude oil production during 3Q16 was the steepest quarter-over-quarter drop since 4Q01, well before anyone in the Colombian government thought about transforming the industry.

Monday, December 19th, 2016
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I resolve to…

I should have written this in January where the analogy is somewhat more timely but diversifying the Colombian economy is like resolving to exercise more. Everyone agrees it is a good idea but it never seems to happen.

Monday, December 12th, 2016
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Avoiding a holiday hangover

Avoiding a holiday hangover

The OPEC announcement in Vienna a few weeks ago pushed oil prices up, pushed stock markets up in oil exporting countries and got everyone thinking that the worst was finally over.

Monday, December 12th, 2016
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Pushing forward with the 2016 tax reform

The tax reform is poised to be the dominant issue in this month as 2016, and the congressional session, winds to a halt. The oil industry has submitted its wish list, but the financial shortfalls of the government’s budget makes any landmark gains look unlikely.

Monday, December 5th, 2016
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ECP’s LoB results: E&P and Refining going in different directions

ECP’s LoB results: E&P and Refining going in different directions

Ecopetrol (NYSE:EC) 3Q16 Line of Business (LoB) results show that Refining is once again profitability challenged while E&P is getting better all the time.

Monday, December 5th, 2016
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Mexico: The bloom is off the rose

Donald Trump’s eminent possession of the White House has the Mexican peso in a tailspin: it is down over 10% since election day. The President-elect is an external factor.

Monday, November 28th, 2016
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Crude oil netback trending positively

Crude oil netback trending positively

With all quarterly-reporting public companies now in our database, we can update our trend graphs for netback and average realized oil prices.

Monday, November 28th, 2016
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The evolution of bad

The evolution of bad

We have been tracking some questions for several editions of our Quick Pulse survey and that allows us to look at how pessimism has changed over the recent past; the evolution of ‘bad’ if you will.

Monday, November 21st, 2016
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Here we go again

Government negotiators and Farc spokespersons announced that a new peace agreement had been achieved. However, I wonder if this really means that we are closer to the post-conflict in Colombia or whether this is still way off in the distance.

Monday, November 21st, 2016
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