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Long Form Reports

Colombian stocks still discounted…but better result without PRE

Colombian stocks still discounted…but better result without PRE

We updated our Quick Colombian Committed Producers Share Price Index for 2Q16 and things are looking better.

Monday, July 18th, 2016
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ANH says its ‘Territorial Strategy’ is the answer to social conflict

I was invited to the recent launch of four academic reports on the Colombian countryside, commissioned by the National Hydrocarbons Agency (ANH), coordinated and paid for by the United Nations Development Program (UNDP in English, PNUD in Spanish).

Monday, July 18th, 2016
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How the ceasefire agreement shifts public opinion

How the ceasefire agreement shifts public opinion

The historic signing of a ceasefire between the Farc and government of President Juan Manuel Santos has given a boost to public opinion on the peace process.

Monday, July 11th, 2016
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The tough task of dialogue

Forming a dialogue and advocating greater transparency among stake holders involved in the extraction of hydrocarbons is a needed but difficult task in the Colombian countryside.

Monday, July 11th, 2016
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Dominance and newsworthiness

We are learning from Hydrocarbons Mexico that when one company, especially the NOC, dominates completely the industry, the news is all about them.

Monday, July 4th, 2016
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A little better all the time

A little better all the time

I have to admit it’s getting better (Better) / A little better all the time (It can’t get no worse) – Lennon-McCartney

Monday, July 4th, 2016
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Ecopetrol’s Ronda 2016: Vital Statistics

Ecopetrol’s Ronda 2016: Vital Statistics

Last week Ecopetrol (NYSE:EC) announced its long-anticipated ‘Ronda 2016’, putting 100% of the NOC’s participation in 20 areas up for sale (bundled into 17 so-called opportunities).

Monday, June 27th, 2016
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President Juan Manuel Santos speech at the ceasefire agreement ceremony

Agree or disagree with the peace process, Thursday’s signing of a bilateral ceasefire is a watershed point in Colombian history.

Monday, June 27th, 2016
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Shut-in fields peaked in February

Shut-in fields peaked in February

The National Hydrocarbons Agency (ANH) published detailed crude oil production results for March and April and that allowed us to update our analysis of shut-in fields.

Monday, June 20th, 2016
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Mexico will not be heaven

After a week in Mexico City and another week at the Global Petroleum Show in Calgary, Mexico’s ‘belle of the ball’ status is clear.

Monday, June 20th, 2016
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