Oil & Gas Production & Distribution Report

November 01, 2010

Buy ($175)

Topics covered: Trends in Onshore Drilling and Frontier Exploration, Natural Gas Supply/Demand Imbalance, Increase in M&A in Gulf, Bifurcated Commodity Market, Aftermath of Gulf of Mexico Moratorium

Companies covered: Wisconsin Energy Corporation (NYSE:WEC), TECO Energy, Inc. (NYSE:TE), Scana Corporation (NYSE:SCG), RRI Energy, Inc., PPL Corporation (NYSE:PPL), PEPCO Holdings, Inc. (NYSE:POM), Paragon Offshore plc (NYSE:PGN), Northeast Utilities (NYSE:NU), NSTAR, Mirant Corporation, Maine & Maritimes Corp., Alliant Energy Corporation (NYSE:LNT), Great Plains Energy Inc (NYSE:GXP), Exelon Corporation (NYSE:EXC), Entergy Corporation (NYSE:ETR), El Paso Electric Company (NYSE:EE), Dynegy Inc. (NYSE:DYN), Dominion Energy, Inc. (NYSE:D), Calpine Corporation (NYSE:CPN), Clean Energy Fuels Corp. (NASDAQ:CLNE), Westport Innovations Inc (NASDAQ:WPRT), Fuel Systems Solutions, Inc. (NASDAQ:FSYS), Cummins Inc. (NYSE:CMI), ADA-ES Inc., Arch Coal, Inc. (NYSE:ACI), Transocean Ltd. (NYSE:RIG), Pride International Inc., Noble Corporation (NYSE:NE), ENSCO plc (NYSE:ESV), BP p.l.c. (NYSE:BP), Atwood Oceanics, Inc. (NYSE:ATW), Aqua America, Inc. (NYSE:WTR)