THE ENERGY INVESTMENT HANDBOOK
Username: Password:  
   
Remember Login
 
Home What's the Handbook? Our Philosophy Meet the Experts Events Contact Us
THE TREND MONITOR THE FINANCIAL SCORECARD THE COMPETITIVE FRAMEWORK THE BIG PICTURE THE COMMODITY PREDICTOR


                                                    The Competitive Framework
                                                        Tying up your coveted land position, keeping your costs down
                                                           and your margins high, are successes from doing things
                                                            better than the competition. Competition can be intense in
                                                            the energy business as we focus on undifferentiated
                                                           commodities. Know who to pay attention to, where they
                                                         are going, what keeps them competitive, and how to
                                                       protect your business with The Competitive Framework.


The Commodity PredictorThe Big PictureThe Financial ScorecardThe Trend Monitor
The BIG PICTURE
The COMMODITY PREDICTOR
The TREND MONITOR
The FINANCIAL SCORECARD

SAMPLE RESEARCH

Alberta Oil Sands Project Summary
March 2006

The Energy Investment Handbook summarizes over 50 projects at various stages of development for Canadian oil sands operators.  The summary includes project cost, capital expenditure per flowing barrel, production (heavy and upgraded), and proposed operation dates.
 
This report is a great collection of hard-to-find data.  The current version of this summary includes pilot projects, in-situ bitumen API gravity, and estimates of recoverable bitumen.  Currently, proposed project costs are over C$130billion.

The Five Minute Focus 
April 2007  

Two pages summarize the most important strategic issues
facing senior energy producers.

Industry Fundamentals
September 2005

What do E&P Managers Really Think About Prices?
The industry-average reinvestment ratio provides clues about what E&P company
managers really think about commodity prices.

A falling reinvestment ratio since 2002 confirms that E&P companies' increases in
Capex have not kept pace with their increases in cash flows. As commodity prices
have increased, reinvestment ratios have dropped.

 Copyright © 2006 Ross Smith Energy Group. All Rights reserved.   Privacy Policy   Disclosure   Site Map Ross Smith Energy Group 
Suite 400, 407 8th Avenue SW, Calgary, Alberta 
Telephone: (403) 294-9111