Wednesday, September 29, 2010

Mixed Signals?

Are you in or are you out?

Will ConocoPhilips flinch first? (LINK). BP's short on cash, ConocoPhillips is saying the wrong things - maybe by Christmas the projects will merge?

Sunday, September 19, 2010

TAPS likely to reach minimum flow levels by 2015

Tapped out. From the taxing ourselves into oblivion department: TAPS will reach minimum flows (500,000 bpd) by 2015-2019. (LINK)

Saturday, September 18, 2010

Run Lisa Run!

I don't like to get too political on this blog, but every once in a while you just can't separate the best interest of the Alaska Gas Pipeline project from the political scene. Senator Lisa Murkowski serves as a ranking member on the Energy and Natural Resources committee. She's well positioned to help the gas pipeline. The tea bagging guy? A nobody in Washington - zero stroke zero pull.

Good Luck Lisa!

Tuesday, September 14, 2010

$6 per MCF

I like to follow the plans of Shale Gas leader Chesapeake - they like the idea of $6/mcf gas and want to shift gears and target liquid rich plays.

Good! $6 / mcf is the kind of basement price that can help the rate of return of the Alaska Gas Pipeline.

Friday, September 10, 2010

Wednesday, September 1, 2010

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Thoughts on Alaska Oil & Gas

Lots and lots of math - no comment now, I'm still soaking up the numbers, but I will say I enjoy reviewing the numbers more than following the lastest political feud(s).