Topics covered: Valuation and Production Trends, Regulatory and Public Policy Issues, Increase in Petroleum Industry M&A, Impact of Gulf Oil Spill, Demand Dynamics Drive Oil and Natural Gas Pricing, Concerns Over Refinery Capacity, Bifurcated Pricing and Market Outlook
Companies covered: Entrust Inc., Codexis, Inc. (NASDAQ:CDXS), XTO Energy Inc., Exxon Mobil Corporation (NYSE:XOM), Valero Energy Corporation (NYSE:VLO), Total SA (ADR) (NYSE:TOT), China Petroleum & Chemical Corporation (NYSE:SNP), Marathon Oil Corporation (NYSE:MRO), Hess Corporation (NYSE:HES), ENI S.p.A. (NYSE:E), Devon Energy Corporation (NYSE:DVN), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Chesapeake Energy Corporation (NYSE:CHK), BP p.l.c. (NYSE:BP), Weatherford International plc (NYSE:WFT), Boots & Coots International We, Schlumberger N.V. (NYSE:SLB), Smith International Inc., Transocean Ltd. (NYSE:RIG), Parker Drilling Company (NYSE:PKD), Oceaneering International, Inc. (NYSE:OII), Key Energy Services, Inc. (NYSE:KEG), Helix Energy Solutions Group, Inc. (NYSE:HLX), Halliburton Company (NYSE:HAL), BJ Services Company, Baker Hughes (NYSE:BKR), W&T Offshore, Inc. (NYSE:WTI), Occidental Petroleum Corporation (NYSE:OXY), Mariner Energy, Inc., Apache Corporation (NASDAQ:APA), EXCO Resources NL (NYSE:XCO), Questar Corporation (NYSE:STR), Swift Energy Company (NYSE:SFY), Rosetta Resources Inc. (NASDAQ:ROSE), Pioneer Natural Resources Company (NYSE:PXD), Murphy Oil Corporation (NYSE:MUR), Halcon Resources Corporation (NYSE:HK), EQT Corporation (NYSE:EQT), EOG Resources, Inc. (NYSE:EOG), Anadarko Petroleum Corporation (NYSE:APC), American Equity Investment Life Holding Company (NYSE:AEL), Tri-Valley Corp., Unum Group (NYSE:UNM), Torchmark Corporation (NYSE:TMK), StanCorp Financial Group, Inc. (NYSE:SFG), Reinsurance Group of America, Incorporated (NYSE:RGA), Prudential Financial, Inc. (NYSE:PRU), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), AMERIPRISE FINANCIAL SERVICES, INC. (NYSE:AMP), Assurant, Inc. (NYSE:AIZ), Aflac Incorporated (NYSE:AFL), Statoil ASA (NYSE:STO), Sandridge Energy Inc. (NYSE:SD), National Oilwell Varco, Inc. (NYSE:NOV), Newfield Exploration Company (NYSE:NFX), Denbury Resources Inc. (NYSE:DNR), Canadian Natural Resources Limited (NYSE:CNQ), Arena Resources Inc.
