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Monthly Briefs/Quarterly Updates

SEE October 2017 Focus: Midland Sub-Basin Producers, October 2017 (10/2017)
SEE September 2017 Focus: PADD III Gulf Coast Refineries Recover After Harvey, September 2017 (09/2017)
SEE August 2017 Focus: Permian Cools Slightly, August 2017 (08/2017)
SEE July 2017 Focus: Energy Mix, July 2017 (07/2017)
SEE June 2017 Focus: Most Active Bakken/Three Forks Oil Producers, June 2017 (06/2017)
SEE May 2017 Focus: Chemical Companies, May 2017 (05/2017)
SEE April 2017 Focus: Permania, April 2017 (04/2017)
SEE March 2017 Focus: Complex PADD III Gulf Coast Refineries Benefit, March 2017
SEE February 2017 Focus: Sand (and Proppant) Storm, February 2017
SEE January 2017 Focus: MidContinent Refining Companies, January 2017
SEE December 2016 Focus: Permian Part II: Hottest Basin, and New Administration, December 2016
SEE November 2016 Focus: Permian Basin Part I, Inventories, Election, November 2016
SEE October 2016 Focus: Favorable Winds? Harvesting This Alt Energy Source No Longer Quixotic, Octobber 2016 (10/2016)
SEE September 2016 Focus: Exploration Activity Focuses on Permian Basin, Earthquakes, September 2016 (9/2016)
SEE August 2016 Focus: Petroleum Market Suffers from Inventory Surplus, August 2016 (8/2016)
SEE Late June/July 2016 Focus: Many Still Producing Natural Gas in PA-OH Marcellus, Late June/July 2016 (7/2016)
SEE June 2016 Focus: Sand & Proppant Companies Squeeze Through Decline Funnel (6/2016)
SEE May 2016 Focus: Gulf Coast (PADD III) Refining (5/2016)
SEE April 2016 Focus: California Refining (4/2016)
SEE March 2016 Focus: Low Natural Gas Prices Benefit Utilities (3/2016)
SEE February 2016 Focus: Do Solar Companies Shine? (2/2016)
SEE January 2016 Focus: Oil Export/Energy Bill Winners and Losers (1/2016)
SEE December 2015 Focus: Permian Persistence, Part II, December 2015
SEE November 2015 Focus: Permian Persistence, Part I
SEE October 2015 Focus: Life at the Pumps: Gasoline Demand—Analysis in Two Graphs
SEE September 2015 Focus: Whale Watch: Dividend Hunting at Integrated Internationals
SEE August 2015 Focus: Enduring the Downturn; Bakken Resilience
SEE July 2015 Focus: California Refining
SEE June 2015 Focus: Bakken Producers, US vs. OPEC vs. Russia, Epstein book
SEE May 2015 Focus: Railroad Companies Transporting Oil
SEE April 2015 Focus: Regulatory Changes, Earthquakes, and Proppant Companies
SEE March 2015 Focus: Who is Hurt and Who Benefits from the Oil Price Drop?
SEE February 2015 Focus: Oil Field Services Stress Tested
SEE January 2015 Focus: Haynesville, Louisiana Dry Natural Gas Field
SEE December 2014 Focus: Is the Permian a Bargain Basin Yet?
SEE 4th quarter 2014 Focus: SEE on Natural Gas
SEE 3rd quarter 2014 Focus: Eagle Ford Energy
SEE 2nd quarter 2014 Focus: The Power of the Permian
SEE 1st quarter 2014 Focus: Ethylene, Star Petrochemical with Renewed Luster
SEE 4th quarter 2013 Focus: Pipeline Drag Reducers
SEE 3rd quarter 2013 Focus: Signal vs. Noise: Energy Sources Fueling the United States Now
SEE 2nd quarter 2013 Focus: Natural Gas: Heating, Electricity, Industrial Use, Transport Fuel, Export, or All of the Above?
SEE 1st quarter 2013 Focus: Besides Better Weather, What Does It Take to Operate an Oil Refinery on the US East Coast?
SEE 4th quarter 2012 Focus: Oil Industry in North Dakota Continues Booming
SEE Extra: Kodiak O&G a Bakken Oil-Focused Company
SEE 3rd quarter 2012 Focus: Low First-Half Natural Gas Prices Help Clean the Air
SEE 2nd quarter 2012 Focus: Permian Basin, West Texas and New Mexico
SEE 1st quarter 2012 Focus: US MidContinent Refineries
SEE 4th quarter 2011 Focus: North Dakota's Bakken Oil Shale Production

Financial Analyses of Energy Companies - 2016
Financial Analyses of Energy Companies - 2015
Financial Analyses of Energy Companies - 2014
Financial Analyses of Energy Companies - 2013
Financial Analyses of Energy Companies - 2012
Financial Analyses of Energy Companies - 2011

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Selected Delaware Basin (Permian) Companies - PDF Spreadsheet, December 2016 (12/2016)
Permian Part II: Hottest Basin, and New Administration, December 2016 (12/2016)
Wind Energy Companies - PDF Spreadsheet, October 2016 (10/2016)
Favorable Winds? Harvesting This Alt Energy Source No Longer Quixotic, October 2016 (10/2016)
Exploration Activity Focuses on Permian Basin, Earthquakes, September 2016 (9/2016)
Four Selected Oil Field Service Companies - PDF Spreadsheet, August 2016 (8/2016)
Petroleum Market Suffers from Inventory Surplus, August 2016 (8/2016)
Companies Drilling in Marcellus Shale for Natural Gas - PDF Spreadsheet, Late June/July 2016 (7/2016)
Many Still Producing Natural Gas in PA-OH Marcellus, Late June/July 2016 (7/2016)
Sand and Proppant Companies - PDF Spreadsheet, June 2016 (6/2016)
Sand & Proppant Companies Squeeze Through Decline Funnel, June 2016 (6/2016)
Large Gulf Coast (PADD III) Refiners - PDF Spreadsheet, May 2016 (5/2016)
Gulf Coast (PADD III) Refining, May 2016 (5/2016)
California Refiners - PDF Spreadsheet, April 2016 (4/2016)
California Refining, April 2016 (4/2016)
Selection of Gas-Fired Electric Utilities - PDF Spreadsheet, March 2016 (3/2016)
Low Natural Gas Prices Benefit Utilities, March 2016 (3/2016)
US Publicly-Traded Solar Companies - PDF Spreadsheet, February 2016 (2/2016)
Do Solar Companies Shine?, February 2016 (2/2016)
Three Companies Affected by Oil Exports/Tax Credit Extensions - PDF Spreadsheet, January 2016 (1/2016)
Oil Export/Energy Bill Winners and Losers, January 2016 (1/2016)
Large Companies Active in the Permian - PDF Spreadsheet, December 2015 (12/2015)
Permian Persistence, Part II, December 2015 (12/2015)
Pure-Play Permian E&P Companies - PDF Spreadsheet, November 2015 (11/2015)
Permian Persistence, Part I, November 2015 (11/2015)
October 2015 SEE Car Companies - PDF Spreadsheet, October 2015 (10/2015)
Life at the Pumps: Gasoline Demand—Analysis in Two Graphs, October 2015 (10/2015)
Late September-Early October 2015 SEE International Integrated Oil Majors - PDF Spreadsheet, September 2015 (9/2015)
Whale Watch: Dividend Hunting at Integrated Internationals , Late September/Early October 2015 (9/2015)
Late August-Early September 2015 SEE Small Bakken/Three Forks Oil Producers - PDF Spreadsheet, August 2015 (8/2015)
Enduring the Downturn; Bakken Resilience, Late August-Early September 2015 (8/2015)
California Refiners - PDF Spreadsheet, July 2015 (7/2015)
California Refining, July 2015 (7/2015)
Bakken/Three Forks Oil Producers - PDF Spreadsheet, June 2015 (6/2015)
Bakken Producers, US vs. OPEC vs. Russia, Epstein book, June 2015 (6/2015)
Frac Sand and Proppant Companies - PDF Spreadsheet, April 2015 (4/2015)
Large Oilfield Service Companies (Oilfield I) - PDF Spreadsheet, February 2015 (2/2015)
Oil Field Services Stress Tested, February 2015 (2/2015)
Haynesville Shale Gas Producing Companies - PDF Spreadsheet, January 2015 (1/2015)
Haynesville, Louisiana Dry Natural Gas Field, January 2015 (1/2015)
Permian E&P Companies - PDF Spreadsheet, December 2014 (12/2014)
Is the Permian a Bargain Basin Yet?, December 2014 (12/2014)
Marcellus Shale Gas Producing Companies - PDF Spreadsheet, November 2014 (11/2014)
Marcellus Natural Gas Companies, November 2014 (11/2014)
Refining Companies - PDF Spreadsheet, October 2014 (10/2014)
Refining Companies: A Tale in Three Graphs, October 2014 (10/2014)
Eagle Ford Producing Companies - PDF Spreadsheet, September 2014 (9/2014)
Eagle Ford Producing Companies, September 2014 (/2014)
Oil and Gas Segment Summary Companies - PDF Spreadsheet, August 2014 (8/2014)
From the Field to the Gasoline Pump: Opportunities in Oil and Natural Gas - PowerPoint Slideshow, August 2014 (8/2014)
Canadian Natural Gas Producing Companies - PDF Spreadsheet, July 2014 (7/2014)
Canadian Natural Gas Producing Companies - July 2014 (7/2014)
Water Treatment Companies - PDF Spreadsheet, June 2014 (6/2014)
Oilfield Water Management - June 2014 (6/2014)
Permian E&P Companies - PDF Spreadsheet, May 2014 (5/2014)
Permian Basin in West Texas & New Mexico - May 2014 (5/2014)
Ohio/PA Utica Oil Shale Companies - PDF Spreadsheet, April 2014 (4/2014)
Ohio's & Pennsylvania's Utica/Point Pleasant Shale Formation - April 2014 (4/2014)
Companies Exploring for Oil & Gas in Oklahoma - PDF Spreadsheet, March 2014 (3/2014)
Oklahoma Oil Provinces: Mississippi Lime, SCOOP & STACK - March 2014 (3/2014)
The Fracking Revolution Moves Downstream: New and Expanded Texas Manufacturing Businesses Add Up to Billions - PowerPoint Slideshow, February 2014 (2/2014)
Ethylene Producers - PDF Spreadsheet, January 2014 (1/2014)
Ethylene Producers - January 2014 (1/2014)
Offshore Supply Vessel Companies - PDF Spreadsheet, December 2013 (12/2013)
Offshore Supply Vessels, Petroleum Industry - December 2013 (12/2013)
Engineering & Construction Companies - PDF Spreadsheet, November 2013 (11/2013)
Engineering & Construction Companies-Hydrocarbon Segment - November 2013 (11/2013)
Marcellus Shale Natural Gas Companies - PDF Spreadsheet, October 2013 (10/2013)
Marcellus Natural Gas - October 2013 (10/2013)
September 5, 2013 Hart A&D Conference and September 12 Bush Institute Energy Regulation; September SEE subscriber report (9/2013)
Companies Exploring for Oil in Mississippi Lime - PDF Spreadsheet, Late August-Early Sept., 2013 (8/2013)
Oklahoma Oil Provinces: Mississippi Lime Focus - Late August-Early Sept., 2013 (8/2013)
Bakken/Three Forks Companies: Another Look - PDF Spreadsheet, July 2013 (7/2013)
Back to Bakken: Dramatic Changes Continue - July 2013 (7/2013)
Two Recovering Companies? - PDF Spreadsheet, June 2013 (6/2013)
Too Long Wrong: Two Case Studies - June 2013 (6/2013)
Offshore Drilling Companies - PDF Spreadsheet, May 2013 (5/2013)
Offshore Drilling Companies - May 2013 (5/2013)
DUG Conference-Permian Basin E&P Companies - PDF Spreadsheet, April 2013 (4/2013)
Highlights from Hart Energy’s DUG-Permian Basin - April 2013 (4/2013)
PADD III Refineries - PDF Spreadsheet, March 2013 (3/2013)
PADD III (Gulf Coast) Refineries - March 2013 (3/2013)
PADD V Refineries - PDF Spreadsheet, February 2013 (2/2013)
PADD V (West Coast) Refineries - February 2013 (2/2013)
California's Monterey Shale - PDF Spreadsheet, February 2013 (2/2013)
More California Oil: The Monterey Shale, January 2013 - January 2013 (1/2013)
PADD I (East Coast) Refiners - PDF Spreadsheet, December 2012 (11/2012)
PADD I (East Coast) Refiners - December 2012 (12/2012)
Bakken/Three Forks Companies - PDF Spreadsheet, October 2012 (10/2012)
Bakken/Three Forks: North Dakota Oil a Star - Late October-Early November 2012 (10/2012)
Oil Conference Notes: China, West Texas Permian, and Apache Corporation Focus, September 2012 (9/2012)
Eagle Ford MidStream Companies - PDF Spreadsheet, Late August/Early September 2012 (8/2012)
Eagle Ford Shale Basin, Texas, Part II—MidStream Companies Midstream MLPs; August-September 2012 (8/2012)
Eagle Ford Shale Companies - PDF Spreadsheet, Late July/Early August 2012 (7/2012)
Eagle Ford Shale Basin, Texas, Part I—E&P Companies July-August 2012 (7/2012)
Public Coal Companies - PDF Spreadsheet, June 2012 (6/2012)
West Texas Permian Companies - PDF Spreadsheet, May 2012 (5/2012)
Permian Basin, late May-early June 2012 - May 2012 (5/2012)
Conference Summary #2:Hart Energy DUG & Raymond James Conferences, April 2012 - Posted May 2012 (5/2012)
Conference Summary #1: Highlights from Bush Institute Energy Security Presentation - May 2012 (5/2012)
Ohio Utica Oil Shale Companies - PDF Spreadsheet, April 2012 (4/2012)
Ohio Utica/Point Pleasant Oil Shale - April 2012 (4/2012)
Public U.S. Solar Companies - PDF Spreadsheet, March 2012 (3/2012)
U.S. Solar Power Companies - March 2012 (3/2012)
Public MidContinent Refiners, (PADDs II and IV) - PDF Spreadsheet, March 2012 (3/2012)
MidContinent Refining 1st Quarter 2012 - PowerPoint Slideshow, February 2012 (2/2012)
US MidContinent Refiners - Late Feb-Early March 2012 (2/2012)
Marcellus Gas Shale Companies Compared - Spreadsheet, January 2012 (1/2012)
The Marcellus Gas Shale, with Kickers - January 2012 (1/2012)
Companies with the Most Bakken Drilling Rigs - Spreadsheet, December 2011 (12/2011)
Bakken Oil Company Notes - 4th Quarter 2011, Month 2 of 2 (12/2011)
Three Bakken Oil Companies Compared - Spreadsheet, November 14, 2011 (11/2011)
Bakken Oil Company Notes - 4th Quarter 2011, Month 1 of 2 (11/2011)
The Macondo Companies - Spreadsheet, October 26, 2011 (10/2011)
The Macondo Companies Qualitative Notes (10/2011)
What BP Teaches Us About Risk Management: Technical, Financial, and Company Culture Factors (PowerPoint presentation, October 2011)
Companies Exploring for Oil in the Mississippian Lime - Spreadsheet, September 26, 2011 (9/2011)
Companies Exploring for Oil in the Mississippian Lime - September 2011 Qualitative Notes (9/2011)
US MidContinent Refiners - Spreadsheet, August 25, 2011 (8/2011)
US MidContinent Refiners - June 2011 Updated Qualitative Notes (8/2011)
August Review Spreadsheet, August 4, 2011 (8/2011)
Fuel Ethanol Companies Spreadsheet - June 29, 2011 (6/2011)
US Fuel Ethanol Companies (6/2011)
US MidContinent Refiners - June 2011 Qualitative Notes (6/2011)
Eagle Ford Spreadsheet (4/2011)
Hart Energy's Developing Unconventional Gas (DUG) Conference Notes (4/19-20/2011)
- including advice from former US president George W. Bush
Bakken Shale Notes (4/26/2011)
Bakken Spreadsheet (4/2011)
Risks and Opportunities in Oil (PowerPoint presentation, March 2011)

Links Page - a list of energy industry links suggested by Starks