John Herrlin
John Herrlin
gulf mexico output unless winter
Unless the winter is polar, Gulf of Mexico natural-gas output will be back.
cause damage gas natural oil potential prices scarcity threat
The threat of scarcity and the potential for infrastructure or throughput damage to refining should cause oil and natural gas prices to spike.
companies factor finding oil tend
When it comes to finding oil and gas, you tend not to find it in politically bucolic places. So when these companies make commitments, they factor in some of those risks.
cash companies days disruption facilities flow insurance lose meaningful needs production remember stand start until
One needs to remember that production disruption insurance usually doesn't start until 90 days elapse from outage, so some companies could stand to lose meaningful cash flow if their facilities are affected.
again believe energy gaining market relative results stock strong
We still believe that 2006 results could be very strong vs. a stock market where energy is once again gaining relative market index weight.
along impact likely marketing negative results
Third-quarter results are disappointing. A greater-than-expected negative impact of hurricanes was a likely contributor, along with even weaker-than-forecast marketing margins.