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Long Form Reports

Colombia has a bad quarter in 3Q15

Colombia has a bad quarter in 3Q15

On average, the major Colombian-committed producers gave back the gains achieved in 2Q15 in their performance relative to global indices.

Monday, October 12th, 2015
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Looking back over the past three years

October is our anniversary month. The first daily newsletter was sent on October 23, 2012. Our first Inner Circle Weekly Summary went out on October 28, 2012 although we had been publishing weekly summaries on our WordPress blog and the website (which came up in early October) before that.

Monday, October 12th, 2015
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Experts say prior consultation getting better

Navigating the issue of indigenous rights and adhering to the prior consultation processes is one of the challenges of a responsibly managed project, and in Latin America the experience has some notable differences to the rest of the world.

Monday, October 5th, 2015
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3Q15 shows 2Q15 was the ‘dead cat bounce’ in crude oil prices

3Q15 shows 2Q15 was the ‘dead cat bounce’ in crude oil prices

After a brief ray of sunlight in 2Q15, reality – in the form of a slowdown in the Chinese economy – sent oil prices lower, lower even than they were in 1Q15. However, September showed some signs of improvement driven (unfortunately) by troubles in the Middle East and to some extent by evidence of lower US production.

Monday, October 5th, 2015
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Doing La Macarena

In a country full of spectacular beauty, La Macarena takes the word ‘spectacular’ to another level. Caño Cristales has to be one of the wonders of the natural world and its remote location in Colombia’s Serranía La Macarena National Park keeps it protected from commercial development.

Monday, September 28th, 2015
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Looking at the peace dividend

Looking at the peace dividend

Whatever one’s view of last Thursday’s historic handshake between Colombian President Juan Manuel Santos and Farc leader alias ‘Timochenko’, peace – at least with the Farc – looks closer today than it has for decades.

Monday, September 28th, 2015
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ACIEM tells MinMinas to sell Cenit — Break it up! Redux

Several months ago, I published an opinion piece saying that the reorganization of Ecopetrol (NYSE:EC) in the middle part of the last decade did not go far enough and it should be broken up into several distinct businesses.

Monday, September 21st, 2015
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Have companies stopped shutting in fields?

Have companies stopped shutting in fields?

We have looked at shut-in fields twice now, once theoretically and once based on the results from the first months of 2015. Now with the National Hydrocarbons Agency (ANH) detailed results for 2Q15 we can see the process of shutting-in fields has slowed or perhaps stopped.

Monday, September 21st, 2015
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What happened in June 2015?

What happened in June 2015?

We were all happy with average production over 1mmbd in 4Q14. We were even happier with an average more than 20mbd higher during the first five months of 2015.

Monday, September 14th, 2015
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The weight of the dollar

Contributor David Yanovich wrote this article for Revista Dinero with the play-on-words title “El peso del dolar” which unfortunately does not translate as cleverly in English.

Monday, September 14th, 2015
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