Analyses oil and gas companies, deals and geopolitics from an equity investor's perspective, covering topics such as Venezuela's reopening, Kurdistan upstream mergers and Gran Tierra's asset sale. Issues combine specific figures with a clear point of view on what transactions mean for shareholders.
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A Texas oil and gas law bulletin from McGinnis Lochridge featuring practitioner analysis of jurisdiction, force majeure disputes under NAESB contracts, and scholarly historical essays on the field. Readers get legal analysis of recent Texas and Fifth Circuit rulings with citations and practical implications for energy companies and their counsel.
Daily analysis of oil and gas markets and energy companies, built on SEC filings and commodity price data. It connects company results and corporate events to WTI, Brent and Henry Hub moves, with a focus on US upstream and oilfield services.
Age of Transformation, rebranding as Phase Shift, publishes analysis of civilisational energy transition and the planetary phase shift framework. Recent issues model the economics of reopening North Sea drilling and assess responses to the Strait of Hormuz crisis against timeline, energy return and price-transmission tests.
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