David Messler

Latest articles from David

• Will Trump Really Slap Tariffs On Saudi Oil?

  Published 14 April 2020 | viewed 67,996 times

  Well, it’s done and dusted. After keeping the world on the edge of its figurative seat for several days last week, OPEC+ announced a paltry…

• When Will Oil Bounce Back?

  Published 07 April 2020 | viewed 141,249 times

  Last week saw oil move jump in the largest two-day percentage increase in history. A similar movement was seen in Brent, moving back into the…

• How Low Could U.S. Oil Production Actually Go?

  Published 31 March 2020 | viewed 62,759 times

  The oil-bears continue their romp across the energy markets with various grades of crude reaching lows not seen in almost twenty years. There will come…

• The Boldest Permian Plays To Watch As The Oil Market Circles The Drain

  Published 23 March 2020 | viewed 38,953 times

  Over-supplied markets like the oil market take prices in only one direction, down. We are seeing indications of a historically over-supplied market right now, so…

• Have These High-Reward Oil Plays Become Too Risky?

  Published 18 March 2020 | viewed 28,382 times

  Pipeline Master Limited Partnerships, (MLPs) were once the darlings of the energy industry. The CEO’s of companies like Kinder Morgan, (NYSE:KMI), Energy Transfer, (NYSE:ET), and…

• How Long Will The Oil Price War Actually Last?

  Published 12 March 2020 | viewed 102,623 times

  The last few weeks have been humbling for those of us who make prognostications about the direction the oil markets may take. Especially so for…

• What’s Next For North American Shale?

  Published 08 March 2020 | viewed 49,599 times

  The world has become accustomed to ever-increasing production from U.S. shale reservoirs. As you can see in the chart in the next section production from…

• Supermajors Are On The Prowl For Fresh Deals In The Permian

  Published 09 February 2020 | viewed 29,013 times

  There hasn’t been much Permian-centric M&A follow-through from last spring’s buy-out of Anadarko Petroleum by Occidental, (NYSE: OXY). At the time, the sages and pundits…

• 5 Reasons Why Big Oil Is Here To Stay

  Published 27 January 2020 | viewed 24,582 times

  The investment case for oil companies has been under attack recently. Climate change activists know that the dividends paid by the largest of these companies…

• This Shale Giant Is Ready For A Rebound

  Published 20 January 2020 | viewed 21,026 times

  Occidental Petroleum’s (NYSE:OXY) management has been pummeled since the deal with Anadarko Petroleum was announced last spring. Investors and stock analysts alike decried the purchase…

• A Dark Horse Oil Stock In 2020

  Published 01 January 2020 | viewed 31,725 times

  Introduction Newpark, (NR) is an oddity in the oilfield service space. It is an independent-meaning it's not part of a big conglomerate service company, mud…

• Another Oil Major Bails On Marcellus Shale

  Published 23 December 2019 | viewed 50,696 times

  There have been some signs the shale boom that re-energized America’s domestic energy industry a few years back, might be entering a maturing phase of…

• Texas Driller Goes All-In On This New Oil Frontier

  Published 16 December 2019 | viewed 21,246 times

  Apache (APA) has made news in recent times largely for the potential of their Alpine High field in West Texas. The crash in everything shale…

• An Offshore "Scavenger" Too Enticing To Ignore

  Published 29 June 2019 | viewed 13,127 times

  W&T Offshore, (WTI) is a "scavenger" of assets that have been poorly or under-developed in the past. It reaps a benefit of typically of not…

• Is This The Best Dividend Stock In Oil & Gas?

  Published 16 June 2019 | viewed 24,871 times

  The moderating global growth story from trade tantrums, primarily between the U.S. and China, have kept a lid on the fortunes many of the Super…

• An Opportunity In California’s Overlooked Oil Sector

  Published 08 June 2019 | viewed 24,113 times

  Berry Petroleum, (NYSE:BRY) has just emerged from a period where they were acquired for $2.5 billion by a large independent, Linn Energy- which went bankrupt…

• This Oilfield Services Company Is Significantly Undervalued

  Published 01 June 2019 | viewed 18,351 times

  Oilfield service (OFS) companies have lost their luster, given the malaise that hangs over the oilfield service space at the present. Quite simply, the OFS…

• This Oilfield Service Player Is Looking To Make A Comeback

  Published 25 May 2019 | viewed 18,946 times

  Introduction The collapse of deepwater drilling in the Gulf of Mexico, (GoM) beginning in 2014, with no real recovery yet in sight, has spread a…

• What The Market Is Overlooking In The Occidental Deal

  Published 18 May 2019 | viewed 47,465 times

  Occidental Petroleum, (NYSE: OXY), lit up the Permian sky, with its mid-April announcement that it was going to call and raise Chevron’s (NYSE:CVX) bid for…

• Is This The Most Underrated Upstream Player In The Industry?

  Published 11 May 2019 | viewed 12,702 times

  Beginning in 2016 oil prices bottomed, and began a stop-start recovery that has restored WTI and Brent (two globally recognized bench marks for oil) to…