Topics covered: Shale Drilling Dynamics, Shale Drilling Capital Expenditures, Shale, Refining Crude Price Differentials, Oil Price Expectations, Oil and Gas Transportation Infrastructure Demand, Offshore and Deepwater Drilling, Frontier Exploration and Development, Capital Expenditures and Consolidation Activity
Companies covered: Total SA (ADR) (NYSE:TOT), SM Energy Company (NYSE:SM), Pioneer Natural Resources Company (NYSE:PXD), Noble Corporation (NYSE:NE), McMoRan Exploration Co., EOG Resources, Inc. (NYSE:EOG), ENI S.p.A. (NYSE:E), Devon Energy Corporation (NYSE:DVN), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA), Emerald Oil, Inc. (AMEX:EOX), BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Approach Resources Inc. (NASDAQ:AREX), Cimarex Energy Co (NYSE:XEC), W&T Offshore, Inc. (NYSE:WTI), Whiting Petroleum Corporation (NYSE:WLL), Sunoco Logistics Partners LP (NYSE:SXL), Magellan Midstream Partners L.P. (NYSE:MMP), Kodiak Oil & Gas Corp., Concho Resources Inc. (NYSE:CXO), ConocoPhillips (NYSE:COP), Continental Resources, Inc. (NYSE:CLR), Transatlantic Petroleum Ltd (AMEX:TAT), Transocean Ltd. (NYSE:RIG), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Hercules Offshore, Inc. (NASDAQ:HERO), ENSCO plc (NYSE:ESV), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), BP p.l.c. (NYSE:BP), ENSERVCO Corporation (NYSEAMERICAN:ENSV), Exxon Mobil Corporation (NYSE:XOM), Sandridge Energy Inc. (NYSE:SD), Gulfport Energy Corporation (NASDAQ:GPOR), Goodrich Petroleum Corporation (NYSE:GDP), Superior Energy Services, Inc. (NYSE:SPN), Schlumberger N.V. (NYSE:SLB), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Oceaneering International, Inc. (NYSE:OII), McDermott International, Inc. (NYSE:MDR), Helmerich & Payne, Inc. (NYSE:HP), Hornbeck Offshore Services (NYSE:HOS), Helix Energy Solutions Group, Inc. (NYSE:HLX), Halliburton Company (NYSE:HAL), Chevron Corporation (NYSE:CVX), Basic Energy Services, Inc. (NYSE:BAS), Atwood Oceanics, Inc. (NYSE:ATW)
