Topics covered: Shale Drilling Capital Expenditures, Refining Crude Price Differentials, Oil Price Expectations, Oil and Gas Price Divergence, LNG Global Pricing Differentials, Frontier Exploration and Development, Capital Expenditures and Consolidation Activity
Companies covered: Occidental Petroleum Corporation (NYSE:OXY), Marathon Oil Corporation (NYSE:MRO), Chevron Corporation (NYSE:CVX), Anadarko Petroleum Corporation (NYSE:APC), Questar Corporation (NYSE:STR), Evolution Petroleum Corporation, Inc. (NYSEAMERICAN:EPM), FieldPoint Petroleum Corporation (AMEX:FPP), Carrizo Oil & Gas, Inc. (NASDAQ:CRZO), Approach Resources Inc. (NASDAQ:AREX), Range Resources Corporation (NYSE:RRC), Rosetta Resources Inc. (NASDAQ:ROSE), Rex Energy Corporation (NASDAQ:REXX), Plains Exploration & Productio, Pioneer Natural Resources Company (NYSE:PXD), Noble Energy Inc. (NYSE:NBL), McMoRan Exploration Co., Gulfport Energy Corporation (NASDAQ:GPOR), Freeport-McMoran, Inc. (NYSE:FCX), EOG Resources, Inc. (NYSE:EOG), Continental Resources, Inc. (NYSE:CLR), Apache Corporation (NASDAQ:APA), Double Eagle Petroleum Co., Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Exxon Mobil Corporation (NYSE:XOM), Total SA (ADR) (NYSE:TOT), PetroChina Company Limited (NYSE:PTR), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Mariner Energy, Inc., ENI S.p.A. (NYSE:E), ConocoPhillips (NYSE:COP), Ultra Petroleum Corp. (NYSE:UPL), Southwestern Energy Company (NYSE:SWN), Petroquest Energy Inc (NYSE:PQ), Forest Oil Corp., Denbury Resources Inc. (NYSE:DNR), Clayton Williams Energy, Inc. (NYSE:CWEI), Cabot Oil & Gas Corporation (NYSE:COG), Berry Petroleum Corporation (NASDAQ:BRY), YPF Sociedad Anonima (NYSE:YPF), Ultrapar Participacoes S.A. (NYSE:UGP), Tenaris S.A. (NYSE:TS), Petrobras Argentina S.A. (NYSE:PZE), InterOil Corporation (NYSE:IOC), BP p.l.c. (NYSE:BP), Schlumberger N.V. (NYSE:SLB), Transocean Ltd. (NYSE:RIG), Hess Corporation (NYSE:HES), Chesapeake Energy Corporation (NYSE:CHK), Atlas Energy, L.P. (NYSE:ATLS)
