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Musings From the Oil Patch, November 20, 2012

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November 20, 2012

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Canada, O Canada: What Direction For 2013 O&G Capex?
Is The Oilfield Service Industry Staring At The Up Escalator?
Demographics Dictate World’s Future Economy Will Slow
Natural Gas Industry May Give Up Waiting For Godot
If You Believe The IEA, Our Energy Worries Are Over
Super Storm Sandy And The Great Global Warming Debate
New York And New Jersey Revisit 1970s With Gas Rationing

←Musings From the Oil Patch, November 6, 2012

Musings From the Oil Patch, December 4, 2012→

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Ruud Weijermars— Strategy Analysis Dr. Ruud Weijermars specializes in independent strategy analysis and training to support energy executives and professionals in strategy, leadership and change management. Ruud serves as an advisor to major energy companies on strategy analysis and leadership under change dynamics. He is the first Editor-in-Chief of Energy Strategy Reviews. Ruud is also affiliated to the Delft University of Technology, where his research focus is on the gas value chain, petroleum economics and technology. Ruud serves as the TU Delft’s Director of Unconventional Gas Research Initiative (UGRI). Ruud is a key lecturer in the Master of Petroleum Business Engineering, which he helped develop at Delft University of Technology in close cooperation with industry partners (Shell, BP, Aramco, Baker Hughes, Petronas, Statoil) and energy knowledge partners (TNO, IFP and EDI). Ruud blends energy business optimization, cognitive principles and learning games, with his knowledge of the geosciences and geo-engineering. Ruud holds a BS (1977) and MS (1981) in Geoscience from the University of Amsterdam, and a PhD from the University of Uppsala (1987), which he then joined as an Associate Professor and remained affiliated for many years. He moved on to hold professional positions in Switzerland (ETH Zurich – postdoc 2…
Crispian McCredie– Strategy and Asset Management Crispian McCredie is a planning and strategy consultant for energy related projects. He has eleven years experience as Managing Director of the renowned Petroleum Economist Magazine, during which time he has had extensive world-wide contacts within the finance and energy sectors. Crispian’s background is in consultancy, finance and asset management. He holds a M.Sc. in Economics from the London Business School and a Bachelor’s with Honors in Business. He has worked with the Swiss Bank Corporation, Bank of America, and started out his career as an industrial trainee with Shell-Mex and BP in the UK. Crispian’s interests include the efficient use of energy from both hydrocarbon and renewable sources. He has managed joint programs with supra nationals such as the World Petroleum Council and the World Energy Council. He is a skillful moderator and speaker at energy conferences. He has spoken on topics that include the use of bio-fuels, electric vehicles and the need for coal.
Arthur Berman– Geological Consultant Arthur Berman is a geological consultant with thirty-two years of experience in petroleum exploration and production. He is specialist in prospect and play evaluation, reserve assessment, risk evaluation, subsurface geological and geophysical interpretation, and database management. Art has an M.S. (Geology) from the Colorado School of Mines and a B.A. (History) from Amherst College. Art’s clients include E&P companies and capital groups in the energy sector. Art has made over 30 presentations to Financial Analyst Conferences, Oil & Gas Association Meetings, Engineering and Geological Society Meetings and E&P Company Executive Committees over the past year. He is a guest lecturer at the Rice University Jesse H. Jones Graduate School of Management. Art also published over 50 articles on geology, technology, and the petroleum industry. Publication topics include petroleum exploration, oil and gas price trends and cycles, petroleum play evaluation, sequence stratigraphy, coastal subsidence, earthquakes, tsunamis, and petroleum geopolitics. He has published 10 articles on shale gas plays including the Barnett, Haynesville and Fayetteville shales. He is a member of the National Petroleum Council and on the Board of Directors of ASPO USA. He is a on the editorial board of The Oil Drum, and…
Allen Brooks — Financial and Market Analysis Allen Brooks has spent more than 40 years in the energy and investment industries as an energy securities analyst, an oilfield service company manager, a consultant to energy company managements and as a member of the board of directors of several oilfield service companies. He most recently advised a private equity firm about the business strategy of their oilfield service company. Since early 2005, Allen has been an advisor to PPHB, a boutique oilfield service investment banking firm. There he publishes his highly regarded energy newsletter, Musings From the Oil Patch and provides proprietary research for the firm’s partners. During his career, Allen was recognized as a Wall Street Journal All-Star analyst. He headed the oilfield service equity research team at CIBC World Markets for eight years and prior to that was with New Orleans-based energy research firm, Howard Weil for four years. In the early 1990s, Allen was a member of the senior management team of ENSCO International, the offshore contract drilling company. He also served as the court appointed expert in the bankruptcy of Global Marine Drilling Company in the mid 1980s, and assisted the Federal Maritime Administration in numerous bankruptcy cases that…
Arnaud van Harmelen
Joost van der Linden
Rudy Weerheym

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Energy Value Series
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Energy MusingsAn eclectic collection of stories and analyses by Allen Brooks, dealing with issues and developments within the energy industry that have potentially significant implications for executives operating oilfield service companies.
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