B,>> One question.What is the source for your producer counts? <<As noted, I do not know of a good single source of these data. I scan about a dozen different analyst sites to compile data. The best public sources are:- the US Energy Information Administration(www.eia.gov), which has sections on markets and finance, and useful country analysis briefs. Production data is rolled up from state reporting.- the analogous international site, the International Energy Agency (www.iea.org), which has monthly production data based on submissions from main producers.- and the BP Statistical Review of World Energy.The best overall sources are proprietary and include:- Wood MacKenzie, which has the extremely useful Operator Lookup Tool, as well as various further Energy Company analyses and links, and their overall directory to Energy Organisations. The quarterly Merger and Acquisition report I get, which I mentioned in the last posting, comes from WoodMac.- IHS CERA, which has quite a few research services I'm subscribed to, focusing mostly on ng, but I try to keep up with oil as well. There are also some forums (fora?) of use, most particularly the E&P Trends forum.Since no source I am aware of lists all the producers in a nice handy table, I calculate this by disaggregating roll up data from US states and Canadian provinces, and continually reading and cross checking with published reports and databases, especially from the proprietary services. It is hard and time consuming, and I'm not actually interested in the count per se, but rather in the trends and production levels of the producers, which is why my count is an estimate. If you were to try to reproduce the data I have, I'm certain your estimates would be different, but I think the trends would be the same, and I'd bet your count would be within about 20% of mine.Hope that helps.BrianMandatory political PS: Well, that's done! Vote is cast, envelope sealed, and in the mail. Not that I think it matters a huge amount - whichever party wins the election will be immediately faced with some really serious problems in 2013, which will constrain actions. The US is entirely broke, and no politically conceivable combination of tax rises and spending cuts is going to be able to fix it. Default is inevitable on either issued debt, or promised benefits, or, most likely, both...
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