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Oil prices - What next?

Sep 2, 2011

We believe the recent slide in oil prices to be temporary and expect them to stay above US$ 100 for the rest of the year.

Shale Gas: The answer to India's energy woes

Jun 17, 2011

Shale gas has emerged as a silver lining in India's energy landscape amongst the concerns of declining domestic gas supplies.

Fuel price deregulation - Reading the fine print

May 20, 2011

Considering rate of inflation, diesel deregulation is an unlikely option in the near future.

How long will the oil crisis last?

Mar 17, 2011

Oil prices lack fundamental support at current levels and should be restored back to normal in near future

Oil bonds: Defusing the ticking time bombs

Jan 5, 2011

Substituting oil bonds with cash subsidies to compensate OMCs for under recoveries will lead to better monitoring of subsidies and will ensure fiscal discipline.

Oil prices at OPEC's mercy?

Dec 14, 2010

Despite oil prices touching two year highs, OPEC (Organization of petroleum exporting countries) is unlikely to ease production limits thus hampering developed nations economic recovery

Fuel subsidy woes - to be continued...

Dec 8, 2010

The confusion over oil price subsidy is the biggest factor hampering the growth of energy industry in India.

Ghost of the peak oil theory

Jun 30, 2010

Equitymaster discuss why the recent BP oil spill raises the ghost of the peak oil theory and its impact on crude oil prices.

Fuel prices to go up

Jun 25, 2010

Political compulsions will take over now that the empowered group of ministers has decided on fuel price hikes.

Budget wish list: Oil & Gas

Jun 22, 2009

It would be an understatement to say that the fortune of the Indian oil and gas sector is extremely sensitive to government policies. With the date of the Union Budget 2010 fast approaching, the industry is eagerly anticipating measures which will encourage profitable activity. Let us look at some of the key expectations:

ONGC: Exploring dividends

Mar 19, 2009

In the previous article , we had discussed the application on Hindustan Unilever, of a frame work through which one could achieve returns entirely from dividends. In this article, we shall analyse ONGC's dividend record through the same frame work.

Basics of Liquefied Natural Gas

Sep 8, 2008

As per BP Statistical Review 2008, natural gas contributes to 9% of India's energy basket. However, with greater availability and soaring prices of substitutes (crude oil), natural gas is set to gain greater importance going forward.

GAIL: The national gas grid

Sep 1, 2008

The government initiated a discussion on a new gas pipeline policy in 2004. Around this time, the development and construction of a national gas grid (NGG) of around 8,000 kms was also conceptualized on the lines of the power grid

Oil & gas: Fates continue to differ

Aug 4, 2008

A value-chain describes the flow of activities within an industry. The oil and gas industry value chain is organised into exploration (upstream), transmission (midstream) and refining, petrochemicals and marketing (downstream).

Oil & gas: Same industry, different fates

Jun 30, 2008

A value-chain describes the flow of activities within an industry. The oil and gas industry value chain is organised into exploration (upstream), transmission (midstream) and refining, petrochemicals and marketing (downstream).

Fuel price hike: Impact on OMCs

Jun 5, 2008

The government's relief package to the PSU oil marketing companies (OMCs)- IOCL, BPCL and HPCL-announced on June 4, 2008 impacts many segments of the Indian economy. There are macro level implications on inflation and fiscal deficit along with micro level implications on companies in the banking, logistics, aviation, auto and FMCG sectors among others. In this article, we shall look at how the package affects the OMCs.

Outlook on the Indian energy sector

Jan 14, 2008

India is a highly under-explored country in terms of hydrocarbons and the recent huge discoveries in the KG, Mahanadi and Cauvery basins are just a tip of the iceberg. They add to the mounting evidence of the success of the NELP rounds. Upstream majors ONGC and RIL are more aggressive than earlier in moving ahead with their exploration activities and joint ventures

Gujarat Gas: Analysis of the key factors...

Apr 4, 2007

Every company or industry has some peculiar characteristics on which growth and profitability hinge. In this write-up, we will focus on the key factors affecting the operating profitability and ultimately, the stock returns of Gujarat Gas.

Exploration of oil and gas: Opportunity and key challenges...

Mar 23, 2007

Oil and natural gas, also known as hydrocarbons, are two of the most important fossil fuels used to meet the energy requirement of the country and support economic growth. Oil and gas account for 45% of the energy requirement of the country. We currently meet more than 70% of our requirement from imports.

GAIL: Gains in the 'Pipeline'!

Mar 21, 2007

In the previous article, we had provided a brief history on GAIL and an overview of the business of the company. Taking our analysis further, in this write-up, we analyse the performance of the company over the last few years with respect to its key business of transmission of natural gas and LPG. We will also have a look at what are the potential catalysts for the transmission business of the company.


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