Stephen Smith Energy Associates

                                                        Energy Investment Research

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Monthly Energy Outlook 

Comprehensive monthly analysis of developments in natural gas and oil markets at the macro level, including evaluation of impact on valuation of all covered companies.

       Supply, demand and inventory situation in global oil markets; OPEC politics; outlook for oil prices (15%)

       Supply, demand and inventory situation in North American gas markets and outlook for gas prices (35%).

        Investment outlook for E&P sector and the 23 E&P companies in our coverage universe: analysis of earnings, cash flow, and comparative valuation metrics  (50%).  

Current E&P Coverage:

Anadarko (APC)

Apache Corp. (APA)

Burlington Resources (BR)

Chesapeake Energy (CHK)

Devon Energy (DVN)

EOG Resources (EOG)

Kerr-McGee (KMG)

Murphy Oil (MUR)

Occidental Petroleum (OXY)

Pioneer (PXD)

Unocal (UCL)

XTO Energy (XTO)  

 

Cabot Oil & Gas (COG)

Newfield Exploration (NFX)

Noble Energy (NBL)

Pogo Producing (PPP)

Stone Energy (SGY)

Vintage Petroleum (VPI)

 

Brigham Exploration (BEXP)

Callon Petroleum (CPE)

Magnum Hunter Resources (MHR) 

Meridian Resource Corporation (TMR)

Swift Energy (SFY)