Malcy's Blog: My reaction to oil sector news as it arises
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Malcolm has over 30 years' experience in the Oil & Gas sector and is a widely used media source. He often appears in print and on screen, and also writes an acclaimed daily blog read by much of the resources industry as well as investors both institutional and retail.
Malcy's Blog: My reaction to oil sector news as it arises
13h ago
Oil has rallied a bit today, its fairly quiet at the moment. Kistos has completed the EDF deal and UJO are telling more about the US portfolio. I note Touchstone from yesterday.
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Malcy's Blog: My reaction to oil sector news as it arises
3d ago
Oil gained $3 this morning after the Israel attack on Iran but after it was deemed small beer it has come back to the start. Today I note that SDX has sold some more assets in Egypt and I write up my interview with Touchstone.
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Malcy's Blog: My reaction to oil sector news as it arises
5d ago
Oil was flat on no fighting, bad stocks data and a strong dollar. Today Challenger appear to have done the deal of a lifetime, Petrofac less so but good all the same and yesterday i3 showed everyone how it should be done...
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Malcy's Blog: My reaction to oil sector news as it arises
5d ago
Oil is unchanged, UJO update on positive revenues from Wressle and Zephyr are close to spudding at the Paradox. Deltic's figures obscure a fantastic year with much more to come and Hunting beat the whisper. EOG also have figures today.
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Malcy's Blog: My reaction to oil sector news as it arises
1w ago
Oil is flat today, Jerome Powell is speaking this afternoon, Chinese GDP at 5.3% was better than the whisper.
Today Beacon say that there is a delay in the kit for their upcoming well, UOG are almost clear in Egypt and I look at Borders & Souther as new CEO Harry Baker steps into the role.
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Malcy's Blog: My reaction to oil sector news as it arises
1w ago
Oil was down around a dollar last week as at the end the inventory stats led an easing which continues today as the has been no response yet from Israel after the Iranian strikes over night. Today I look at Corcel and Trinity both with a need for some success.
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Malcy's Blog: My reaction to oil sector news as it arises
2w ago
Brent at $90 seems to be about right, today in the US inflation is the problem. Today Chariot has completed the Energean farm-in of the Anchois development as well as contracting a rig for a well and an option for another. Whilst Touchstone has got on with drilling development wells at Cascadura and looks very good indeed.
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Malcy's Blog: My reaction to oil sector news as it arises
2w ago
WTI (May) $86.91 +32c, Brent (June) $91.17 +52c, Diff -$4.26 +20c. USNG (May) $1.79 n/c, UKNG (May) 65.56p +0.56p, TTF (May) €26.39 -€0.015. Oil price Oil was up $3.75 last week and it would have been more if the Non-farm-Payroll numbers hadn't been so hot encouraging the market to become more concerned about any rate ...
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Malcy's Blog: My reaction to oil sector news as it arises
2w ago
Today I publish the updated Bucket List, some changes but many old favourites still in there.
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Malcy's Blog: My reaction to oil sector news as it arises
2w ago
Oil continues to move forward and Deltic announce that the Dana deal is completed. SDX have announced the spudding of its latest well in Morocco.
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