Topics covered: West African market, Valuations, Top stock picks, Technology developments, Stocks to avoid., Stocks and cyclicality, Southeast Asia markets, Role of natural gas, Rig count and the drilling outlook, North Sea outlook, Mature domestic markets, LNG technology, Land rig activity, Investor concerns, Gulf of Mexico outlook, Growth opportunities in the eastern hemisphere, Geopolitical risks, Gas production costs, E&P companies and returns on capital, China and demand for oil
