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Pex Publications, May 2013
First published in 1972, Pex Monthly is a summary report of Pex Publications’ more significant and expensive industry leading publications Oil & Gas Radar and Who’s Drilling, with Pex Monthly also reporting from an oil and gas investment perspective. In its five pages of structured and insightful commentary, Pex Monthly adds detail and analysis to the most important items and news stories broken in Oil & Gas Radar over the previous month, fleshing out the Oil & Gas Radar items with additional information and background context where possible, at a fraction of the cost of Radar. Some of the major commentary topics expanded on in Pex Monthly are overviews of current local offshore and onshore drilling and seismic activity, significant rig moves and forward contracts, individual exploration and development projects expected to happen in the coming year and an analysis of major issues and trends affecting the industry.
The report also features a drilling activity summary for the month, comprising report tickets containing the location, permit, equity and status detail for all current and completed wells, along with a visual calendar chart of wells completed over the month. A back page well locator map provides a visual representation of where the main drilling action has been occurring along with well outcomes.
While the above caters to the operational side of the oil and gas industry, the investment focus of Pex Monthly revolves around summaries of analyst research reports issued over the past month, covering ASX-listed petroleum companies, and also in a schedule of current and upcoming/planned wells with a listing of individual listed company interests, and their relative gearing.
- Comment: Massive Australian 3D seismic program potentially on cards for BP
- Pex People
- Comment: Deepwater Frontier secures first Australian work with ExxonMobil
- Junior punches out of its weight class in new permit bid value
- Anadarko preparing for big 2D program in newly entered NZ block
- Parker Rig emerges from the scrap heap for renewed PNG action
- Some onshore units to shut down as others maintain full work book
- Viewpoints: Adelphi Energy (ADI) - Hartleys
-- Entek Energy (ETE) – Hartleys
-- Entek Energy (ETE): Hartleys
-- First Australian Resources (FAR): Hartleys
-- Eastern Star Gas (ESG): RBS Morgans
-- Cooper Energy (COE): Patersons
-- Adelphi Energy (ADI): StockAnalysis
- Conferences & Events Calendar
- ODS-Petrodata's World Rig Count
- Contracted rig count rises
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