As previously mentioned, the report titled, "U.S. Oil and Gas Going Places: Parsing a Midstream Perspective," is available. After detailing shale oil developments, trends and players in production for over a year, this inaugural report kicks off hopefully a first of many. Many of the articles that chronicle these developments are housed on Seeking Alpha. However, over the last five months, I have spent time delving into how the trends in shale oil and gas production are trickling down to the midstream area. In June, I was very fortunate to interview Energy Transfer CEO Kelcy Warren. The interview from D CEO's October special oil and gas issue inspired the report; the report is the backstory to some of the interesting investment choices and directions of Energy Transfer but also indications and analysis of the larger trends occurring in the industry. Link to the report page.
Inaugural post and what's ahead
This site will be a clearinghouse for a combination of blog posts of commentary and research and analysis reports and briefs. Most importantly, I will write about and analyze those aspects of energy and resources that attract my attention, perhaps require further explanation, or need another perspective.
The first "report" in the planning stage is background analysis and research and the insights gleaned from an upcoming article about Energy Transfer. It will be the work I did behind the scenes to understand the shifts occurring in the oil and gas industry, and what it may mean in the future. I will direct readers to the article once it is 'live.' My intended roll out of the analysis brief, for lack of a better term, is about three weeks from now.
Please bear with me as I expand the site. I hope the experience of the site and the help I offer in providing context for trends, decisions and changes in the global resource narrative proves useful and informative.