9th May '15


Real Name: Malcolm Graham Wood

Twitter: @mgrahamwood

About Me:

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.

Malcolm is a Founding Partner of HydroCarbon Capital, which provides independent advisory services to the Oil and Gas sector. He is a Director of the Maven Income and Growth VCT 4 PLC, a venture capital trust listed on the Premium segment of the main market of the London Stock Exchange.

He started his career at Wood Mackenzie in 1979. He was an inaugural member of the No 1 Extel rated James Capel Oil & Gas team and also headed up corporate broking, acting for the Government in sales of British Gas, Britoil and other utilities. Subsequently he became Head of Equities and main board Director at Williams de Broe before moving to Teather & Greenwood. Following that, he ran his own consultancy for several years, acting for a number of quoted and private companies as well as being a board member and advisor. He has been a Director at Noble and then Westhouse Securities and has extensive contacts in the Oil & Gas sector globally. More recently Malcolm has been the lead advisor to an HSBC Zurich trust on oil, gas and energy investments as well as working with the oil team at VSA Capital.

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Malcy's blog where you’ll find my reaction to oil sector news as it arises.

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Malcolm Graham Wood's Latest Blogs

WTI $43.04 +17c, Brent $46.17 +5c, Diff $3.13 -12c, NG $2.21 -12cHAPPY THANKSGIVINGOil priceOil traded fairly quietly and was headed for a down day with WTI touching $41.72 and Brent $45.03 when the EIA stats and the earlier than usual rig count data came to the rescue. The EIA inventory number was still a build but only of 961/- barrels whereas the whisper was for…

WTI $42.87 +$1.12, Brent $46.12 +$1.29, Diff $3.25 +17c, NG $2.20 -1cOil priceVolatility remains the watchword even before the events that I have been talking about although the jockeying for position ahead of the Opec meeting is always worth watching. Yesterday's chatter was all about a deal that might have been done between Saudi Arabia and Iran, not normally comfortable bedfellows. Apparently as part of…

WTI (Dec expiry) $40 39 -15c, Jan $41.19 +65c, Brent $44.66 +48c, Diff $3.13 -51c, NG $2.14 -13cOil priceOil was up a little last week but any rise was unconvincing and as we head towards Thanksgiving and the Opec meeting the one thing you can expect is volatility. The rhetoric is now beginning to be well under way although few believe much will happen next…

WTI $40.54 -21c, Brent $44.18 +4c, Diff $3.64 +25c, NG $2.28 -7cOil priceWTI made an appearance below $40 again yesterday, if it keeps doing that it’s only a matter of time…A big conference in Bahrain yesterday heard Ali al-Naimi urge continued investment ‘in order to guarantee the stability of the market for the long and short term’. A bit late now as by most calculations…

WTI $40.75 +8c, Brent $44.14 +57c, Diff $3.39 +75c, NG $2.35 -2cOil priceA rare if modest up day for crude oil, WTI had been experiencing sub $40 conditions but the EIA rode to the rescue with a stock build which was around 2m barrels less than expected at +252/-. This was no dream number though and after the API had come in with a small…

Malcolm Graham Wood's Latest Comments

I dont think it's as bad as that and I am no PR man for IGas! They have paid back debt lately, taken £30m cash in from Ineos and have a $285m programme for which they are carried. Re share purchases/sales it's your call, you may know more than me in which case you are right to be cynical. I only write it as I…

Hi guys, still getting the hang of it, my apologies! You will see that i comment on Lamprell again today, far too cheap. I am off to Italy with Sound Oil next week, probably my biggest nap at the moment then week after off to Houston to see a bunch of companies. Malcy

Hi Mark Thanks for those comments and I hope that you saw my Hunting update on Friday, there is no doubt that the company is not as bearish as some, I have just read the Canacord note for example, he sways towards your view. I am trying to arrange a visit to the company's US operations at the moment. Kind regards Malcy

Thanks Alan, maybe they gave people unrealistic expectations! I agree that except in very rare circumstances e&p companies shouldn't distribute. Malcolm

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