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Paul Cox
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Holiday Schedule
I've decided to move forward by one week the time that I take off for Christmas. I'll be returning on January 15, 2018. Merry Christmas everyone.
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It's Just Not Working Is It
I am yet to see any evidence of the oil and gas investors buying the renewed profitability and discipline story being parroted by the producers. Since the third quarter there doesn’t appear to have been any change in the mindset of investors wanting to part...
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Parallels to the Industrial Revolution
I read an interesting analysis regarding the lead up to the industrial revolution that may have direct application to the Information Technology revolution that we seem to be going through. It was from  voxeu.org   and I recommend everyone have a look at th...
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Energy Independence in North America
Energy independence in North America is the objective that everyone can agree on. It is understood by most everyone to be a win, win, win situation for society. With the development of shale based reserves this objective isn’t just a dream but a highly desi...
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Manic Times
Today we hit the high water mark in terms of the manic - depressive cycle that North American producers have put themselves on. With a fresh extension of the OPEC agreement, prices close to $60 / bbl, things haven’t looked so good in the industry for years....
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Differing IT Strategies
I read a comment the other day regarding how the oil and gas industry might solve its Information Technology related issues. The point being asked was, would there be a large solution like People, Ideas & Objects in the marketplace or a continuation of what...
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Markets
During our research phase one of the topics that we spent significant amounts of time on was the study of markets. This was primarily through the work of Professor Richard Langlois and several other prominent researchers. Review of our work in this area can...
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Like an Ostrich, With It's Head in the Sand
Although it’s a myth that Ostriches stick their head in the sand when confronted by a predator. For our purposes here we can draw the parallel of the producers with their heads in the frac sand. Unable, or most probably unwilling, to comprehend the business...
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Maybe the Investors Will be Happy
Bloomberg’s Alix Steel was interviewing Conoco’s Chairman and CEO Ryan Lance on the floor of the New York Stock Exchange. During the interview he stated the following. If you asked me to be a betting man today and I had to average the price over the next fi...
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