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Long Form Reports

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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Industry optimistic about oil prices; pessimistic about oil production

Industry optimistic about oil prices; pessimistic about oil production

This week we temporarily merge our ‘From our analyst’s desk’ and ‘What we think’ features to analyze what you think.

Monday, November 14th, 2016
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The challenges of Caquetá

Caquetá represents the new frontier for oil production in Colombia, a region with promising potential to develop reserves and a basin without much activity thus far, especially if the armed conflict ceases.

Monday, November 7th, 2016
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What exactly do you mean by fair?

What exactly do you mean by fair?

This week we published a press release by the senator from Meta, Maritza Martínez where she accused the recently-approved royalties budget of being unfair to Llanos producers including her home department.

Monday, November 7th, 2016
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A royal(ty) pain

Last week’s main story was on royalties because the Senate had summoned the Finance and Mining ministries in to explain themselves.

Monday, October 31st, 2016
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Breaking down Natural Gas Demand

Breaking down Natural Gas Demand

Last week we discussed changes in natural gas production but skipped over the evolution of demand. The research unit of the Ministry of Mines and Energy, UPME, recently published its 2016 overview of the natural gas market, and broke down how consumption of gas has fared in different economic sectors.

Monday, October 31st, 2016
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James Munro teaches a lesson in HSE regulation

I have already written about the recent Semana / ANH conference on offshore exploration and development, expressing my concerns about what I heard on gas strategy.

Monday, October 24th, 2016
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