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ExxonMobile
’Time for ExxonMobil to make an M&A move?
Bernstein Research thinks 2009 could be the year ExxonMobil changes the competitive landscape of the oil industry forever.
How is it likely to do this?
By buying BG and forging a joint venture with Petrobras.
Oil’s offshore supply constraint
Most discussions of oil supply constraints tend to focus on the non-renewable nature of the resource and on refinery capacity.
But David Philips, also known as the 10Q Detective, thinks a significant and often overlooked aspect of this discussion – one which has a direct effect on oil company profits – is offshore rigs,