Special Report: 10 Most Dangerous Stocks in Earnings Season–first nine picks
That famous futures trader Marc Antony famously said "Beware the Ides of April." Okay, the guy had a mixed performance record. Short Brutus but long Cleopatra. But his advice about April 2019 is good. The Ides of April fall on the 13th of the month. And what promises...
Diamondback Energy doubles down on Permian Basin
Although other oil producers in the Permian Basin look to be slowing the development of their assets in the face of transportation bottlenecks that are making it tough to get oil out of the basin, Diamondback Energy has teamed up with the Carlyle Group to form a joint...
Saudis push OPEC to go for $70 a barrel
The goal was to cut production enough to reduce global oil inventories to their five-year average. The hope of the coalition of OPEC and Russia that reduction in production would get oil prices up to $60 a barrel. Now with that inventory reduction just about in place and with oil at $60 a barrel, the Saudis are pushing for further production cuts and a target price of $70 a barrel.
Drilling productivity report highlights Permian as source of U.S. production growth
It’s not the most high-profile or best followed report from the U.S. Energy Information Administration, but if you’re looking to see where in the energy sector to put your dollars, the monthly Drilling Productivity Report is a good place to start. That’s because the report projects the trends in production per well in U.S. oil shale geologies and the growth in the number of working wells.
Diamondback Energy beats on earnings and starts dividend
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
Increased OPEC production presses on oil prices
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
Higher production and lower capital spending–that’s the picture from U.S. oil shale producers
The earnings reports from U.S. oil shale producers are painting a very uniform picture so far: Production was up in the second quarter; capital spending budgets will be reduced for the remainder of 2017; and despite those capital spending cuts production is expected to continue to rise.
What U.S. oil shale producers can do well at $45 a barrel? Here’s the take from Goldman Sachs
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Most U.S. oil producers have hedged against a drop in oil prices
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
My Picks for the Permian boom–Part 1 producers
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Download Jim’s eBook for Free
