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Goodbye Lord Browne, hello uncertainty?

February 1, 2007

Analysis of:BP Chief Executive Plans to Retire | www.telegraphindia.com

1. Lord Browne helped BP become the global powerhouse it is today
2. Lord Browne also helped bring down BP's stature among its peers
3. BP has many opportunities for being an exemplary company

Deal or No Deal?

January 30, 2007

Analysis of:Shell Boosts Offer for Remaining Shell Canada Stake | www.bloomberg.com

*RDS' offer to buy-out the minority shareholder of Shell Canada was opportunistic at first, but interesting now
*Shell Canada's purchase of Blackrock's assets will need to be handled should RDS be successful in taking them over
*What happens then to Western and Chevron and the AOSP?

Alberta's sticky oil costs

October 6, 2006

Analysis of:Shell Canada's oil sands costs | business.timesonline.co.uk

Shell may have under-estimated the true cost of improper planning

Because of the magnitude of the infrastructures required for oil sands projects, a little mistake could cost millions (if applicable, billions as might be the case here) to fix

Canada’s oil sands projects are still the safest supply source to help with North America’s ever growing energy demands

China: the slowly approaching Tiger

August 7, 2006

Analysis of:China seeks oil security with stake in Russia firm | www.iht.com

China's energy demands are increasing at rates faster than they can locate energy markets.

The US' energy demands are also on a continuous rise, without any one importing country's supply filling the supply/demand gap.

Two 'friendly' countries are fighting for the same markets, who will win in the end?

Fighting for respect

August 2, 2006

Analysis of:Green energy firm on verge of collapse due to lack of orders | news.scotsman.com

•The renewable energy industry is still new in many parts, therefore it still needs to establish itself.
•Renewable energy companies must go through a lengthier planning process to determine their service offerings vs. market potentials.
•Government-funded firms tend to grow dependent on those contracts, missing out on other business opportunities.

Big Catch!

August 2, 2006

Analysis of:Anadarko to Buy Kerr-McGee, Western Gas for $21.1 Billion | online.wsj.com

*Western Gas Resources Inc. (WGRI) was undervalued in the market for some time, due in part to the fact that investors did not understand how to value its CBM holdings, as well as its midstream division

*WGRI is a key player in coalbed methane development in the Powder River Basin (Big George), where Anadarko has been increasing both its land base and the number of wells drilled

*Kerr McGee's assets, not only complement Anadarko's Gulf of Mexico properties, but also gives Anadarko significant potentials to increase current reserves

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