UBS Research: Oil and Gas http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&sectorteam=oil UBS Research: Oil and Gas en Copyright (C) UBS 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Tue, 9 Feb 2010 Wed, 10 Feb 2010 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif UBS http://www.ubs.com 160 44 <![CDATA[First Read: Suncor Energy Inc. "Asset Sale & U1 Fire Update" (Buy) Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06336|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • SU.TO Suncor Energy Inc.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Potter SU.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06336|native|public|20100209235026 Tue, 9 Feb 2010 <![CDATA[Daily Oil News "Key headlines" 09-Feb-2010 Rigby]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72952|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • European Oil Companies, Major

  • European Ex. UK Oil Companies, Major

  • Global Oil Companies, Major

  • European Energy

  • European Ex. UK Energy

  • Global Energy


Companies
  • SPMI.MI Saipem

  • BPCL.BO Bharat Petroleum

  • HPCL.BO Hindustan Petroleum

  • ONGC.BO Oil & Natural Gas

  • IOC.BO Indian Oil Corp.

  • GAIL.BO GAIL

  • HSE.TO Husky Energy

  • NKO.TO Niko Resources

  • WZR.V WesternZagros

  • STO.AX Santos


Subjects
  • Industry Overview

  • Morning Note

]]> Jon Rigby, CFA SPMI.MI BPCL.BO HPCL.BO ONGC.BO IOC.BO GAIL.BO HSE.TO NKO.TO WZR.V STO.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72952|native|public|20100209081910 Tue, 9 Feb 2010 <![CDATA[Natural Gas Storage "Forecasting a 180-190 Bcf Withdrawal for Week Ended ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86015|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • US Oil Companies, Secondary

  • Americas Energy

  • US Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • HES.N Hess Corp.

  • OXY.N Occidental Petroleum

  • COP.N ConocoPhillips

  • APC.N Anadarko Petroleum

  • APA.N Apache Corp.

  • EOG.N EOG Resources

  • NBL.N Noble Energy

  • CHK.N Chesapeake Energy

  • XTO.N XTO Energy Corp.

  • DVN.N Devon Energy

  • NFX.N Newfield Exploration

  • PXD.N Pioneer Natural Res.

  • MUR.N Murphy Oil

  • KWK.N Quicksilver Res.

  • UPL.N Ultra Petroleum

  • SWN.N Southwestern Energy

  • SD.N SandRidge Energy


Subjects
  • Industry Overview

  • Morning Note

]]> William A. Featherston HES.N OXY.N COP.N APC.N APA.N EOG.N NBL.N CHK.N XTO.N DVN.N NFX.N PXD.N MUR.N KWK.N UPL.N SWN.N SD.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86015|native|public|20100209051016 Tue, 9 Feb 2010 <![CDATA[Spain and Portugal Macro "About debt in Spain: the facts" 09-Feb-2010 Ojeda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72902|native|public Regions
  • Spain

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Portugal

  • UBSW EMEA

  • Americas


Sectors
  • Global Investment Services

  • Global Financial

  • Global Financial Services

  • Americas Investment Services

  • Americas Financial

  • Americas Financial Services


Companies
  • ABE.MC Abertis

  • FCC.MC FCC

  • POP.MC Banco Popular

  • SAN.MC Santander

  • TEF.MC Telefonica

  • ACS.MC Acs

  • REP.MC Repsol YPF


Subjects
  • Industry Overview

  • Morning Note

]]> Bosco Ojeda ABE.MC FCC.MC POP.MC SAN.MC TEF.MC ACS.MC REP.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72902|native|public|20100209040005 Tue, 9 Feb 2010 <![CDATA[First Read: Husky Energy "Another China Discovery But Resource Estimate ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06327|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • HSE.TO Husky Energy


Subjects
  • Company Update

  • Morning Note

]]> Andrew Potter HSE.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06327|native|public|20100208234329 Mon, 8 Feb 2010 <![CDATA[Daily Oil News "Key headlines" 08-Feb-2010 Rigby]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72875|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • European Oil Companies, Major

  • European Ex. UK Oil Companies, Major

  • Global Oil Companies, Major

  • European Energy

  • European Ex. UK Energy

  • Global Energy


Companies
  • TLW.L Tullow

  • BG.L BG Group

  • RIG.N Transocean

  • NKO.TO Niko Resources

  • UTS.TO UTS Energy

  • NOA.TO N.A. Energy Partners

  • PMG.TO Petrominerales

  • WZR.V WesternZagros

  • PRE.TO Pacific Rubiales

  • GTE.TO Gran Tierra

  • BNK.TO Bankers

  • PDP.TO Petrolifera

  • ROC.AX ROC Oil


Subjects
  • Industry Overview

  • Morning Note

]]> Jon Rigby, CFA TLW.L BG.L RIG.N NKO.TO UTS.TO NOA.TO PMG.TO WZR.V PRE.TO GTE.TO BNK.TO PDP.TO ROC.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72875|native|public|20100208085847 Mon, 8 Feb 2010 <![CDATA[U.S. Weekly Refining Margin Monitor "Rebounding West Coast Pulls Up U.S. ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85953|native|public Regions
  • Global

  • Americas


Sectors
  • Global Oil Companies, Major

  • Global Energy

  • Americas Oil Companies, Major

  • Americas Energy


Companies
  • HES.N Hess Corp.

  • CVX.N Chevron Corp.

  • MRO.N Marathon Oil

  • COP.N ConocoPhillips

  • XOM.N ExxonMobil


Subjects
  • Industry Overview

  • Morning Note

]]> William A. Featherston HES.N CVX.N MRO.N COP.N XOM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85953|native|public|20100208051019 Mon, 8 Feb 2010 <![CDATA[Canadian Energy Weekly "WTI Starts February With a Slide" 08-Feb-2010 Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06321|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy


Companies
  • CNQ.TO Canadian Natural

  • NXY.TO Nexen

  • IMO.TO Imperial Oil Ltd.

  • ECA.N EnCana

  • SU.TO Suncor Energy Inc.

  • TLM.TO Talisman Energy

  • ESI.TO Ensign Energy

  • HSE.TO Husky Energy

  • PWT_u.TO Penn West Energy

  • BNP_u.TO Bonavista Energy

  • PGF_u.TO Pengrowth Energy

  • ERF_u.TO Enerplus Resources

  • AET_u.TO ARC Energy Trust

  • COS_u.TO Canadian Oil Sands

  • CMT.TO Compton Petroleum

  • PBG.TO Petrobank

  • OPC.TO OPTI

  • UTS.TO UTS Energy

  • GO.TO Galleon Energy

  • CPG.TO Crescent Point

  • TCW.TO Trican

  • CFW.TO Calfrac

  • SVY.TO Savanna Energy

  • TDG.TO Trinidad Drilling


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Andrew Potter CNQ.TO NXY.TO IMO.TO ECA.N SU.TO TLM.TO ESI.TO HSE.TO PWT_u.TO BNP_u.TO PGF_u.TO ERF_u.TO AET_u.TO COS_u.TO CMT.TO PBG.TO OPC.TO UTS.TO GO.TO CPG.TO TCW.TO CFW.TO SVY.TO TDG.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06321|native|public|20100208051029 Mon, 8 Feb 2010 <![CDATA[BG Group "4Q09 results and strategy review" (Neutral) Rigby]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72843|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Oil Companies, Major

  • European Oil Companies, Secondary

  • European Ex. UK Oil Companies, Major

  • British Oil Companies, Secondary

  • Global Oil Companies, Major

  • Global Oil Companies, Secondary

  • European Energy

  • European Ex. UK Energy

  • British Energy

  • Global Energy


Companies
  • BG.L BG Group


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jon Rigby, CFA BG.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72843|native|public|20100208040021 Mon, 8 Feb 2010 <![CDATA[First Read: India Oil and Gas "Kirit Parekh Committee Report" 08-Feb-2010 Katkar]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53854|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • India

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Asian Oil Companies, Secondary

  • Indian Oil Companies, Secondary

  • Asian Energy

  • Indian Energy

  • Asian Pacific Energy

  • Asian Pacific Oil Companies, Secondary

  • Asian Pacific Ex. JP Energy

  • Asian Pacific Ex. JP Oil Companies, Secondary

  • Asia Emerging Energy

  • Asia Emerging Oil Companies, Secondary


Companies
  • BPCL.BO Bharat Petroleum

  • HPCL.BO Hindustan Petroleum

  • ONGC.BO Oil & Natural Gas

  • IOC.BO Indian Oil Corp.

  • GAIL.BO GAIL


Subjects
  • Industry Overview

  • Morning Note

]]> Harshad Katkar BPCL.BO HPCL.BO ONGC.BO IOC.BO GAIL.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53854|native|public|20100207150700 Sun, 7 Feb 2010 <![CDATA[First Read: BG Group "4Q09 results review" (Neutral) Rigby]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72799|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Oil Companies, Major

  • European Oil Companies, Secondary

  • European Ex. UK Oil Companies, Major

  • British Oil Companies, Secondary

  • Global Oil Companies, Major

  • Global Oil Companies, Secondary

  • European Energy

  • European Ex. UK Energy

  • British Energy

  • Global Energy


Companies
  • BG.L BG Group


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jon Rigby, CFA BG.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72799|native|public|20100205094501 Fri, 5 Feb 2010 <![CDATA[Daily Oil News "Key headlines" 05-Feb-2010 Rigby]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72788|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • European Oil Companies, Major

  • European Ex. UK Oil Companies, Major

  • Global Oil Companies, Major

  • European Energy

  • European Ex. UK Energy

  • Global Energy


Companies
  • RDSa.L Royal Dutch Shell

  • NES1V.HE Neste Oil

  • PPHN.VX Petroplus

  • 0857.HK PetroChina

  • DO.N Diamond Offshore

  • HSE.TO Husky Energy

  • NFG.N Nat Fuel Gas


Subjects
  • Industry Overview

  • Morning Note

]]> Jon Rigby, CFA RDSa.L NES1V.HE PPHN.VX 0857.HK DO.N HSE.TO NFG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72788|native|public|20100205080636 Fri, 5 Feb 2010 <![CDATA[Australian Oil Weekly "China 2010 gas consumption may rise 17%" 05-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12023|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Oil Companies, Major

  • Global Energy

  • Asian Pacific Energy

  • Asian Pacific Oil Companies, Major

  • Asian Pacific Ex. JP Energy

  • Asian Pacific Ex. JP Oil Companies, Major

  • Australian Oil Companies, Major

  • Australian Energy

  • Australasian Energy

  • Australasian Oil Companies, Major


Companies
  • OMVV.VI OMV

  • CNE.L Cairn

  • PMO.L Premier

  • ENI.MI Eni

  • MOLB.BU Mol

  • JKX.L JKX Oil and Gas

  • LKOHyq.L Lukoil

  • SNGS.RTS Surgutneftegaz

  • SIBN.RTS Gazprom Neft

  • FOE.OL Fred Olsen Energy

  • FUGRc.AS Fugro

  • 0857.HK PetroChina

  • 0386.HK Sinopec

  • COP.N ConocoPhillips

  • NBL.N Noble Energy

  • HSE.TO Husky Energy

  • COS_u.TO Canadian Oil Sands

  • DNR.N Denbury Resources

  • XEC.N Cimarex

  • CMT.TO Compton Petroleum

  • UTS.TO UTS Energy

  • PQ.N PetroQuest


Subjects
  • Industry Overview

  • Morning Note

]]> Gordon Ramsay OMVV.VI CNE.L PMO.L ENI.MI MOLB.BU JKX.L LKOHyq.L SNGS.RTS SIBN.RTS FOE.OL FUGRc.AS 0857.HK 0386.HK COP.N NBL.N HSE.TO COS_u.TO DNR.N XEC.N CMT.TO UTS.TO PQ.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12023|native|public|20100205080043 Fri, 5 Feb 2010 <![CDATA[Royal Dutch Shell "4Q09 results review: Still no turning point" (Neutral) Rigby]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72756|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Oil Companies, Major

  • European Ex. UK Oil Companies, Major

  • British Oil Companies, Major

  • Global Oil Companies, Major

  • European Energy

  • European Ex. UK Energy

  • British Energy

  • Global Energy


Companies
  • RDSa.L Royal Dutch Shell


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jon Rigby, CFA RDSa.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72756|native|public|20100205040031 Fri, 5 Feb 2010 <![CDATA[Husky Energy "Downstream Squeezes Q4 Results" (Neutral) Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06306|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • HSE.TO Husky Energy


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Potter HSE.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06306|native|public|20100204224501 Thu, 4 Feb 2010 <![CDATA[Natural Gas Storage "Another Bearish Withdrawal Exacerbated By Higher WoW ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85851|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • US Oil Companies, Secondary

  • Americas Energy

  • US Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • HES.N Hess Corp.

  • OXY.N Occidental Petroleum

  • COP.N ConocoPhillips

  • APC.N Anadarko Petroleum

  • APA.N Apache Corp.

  • NBL.N Noble Energy

  • CHK.N Chesapeake Energy

  • XTO.N XTO Energy Corp.

  • DVN.N Devon Energy

  • NFX.N Newfield Exploration

  • KWK.N Quicksilver Res.

  • UPL.N Ultra Petroleum

  • SWN.N Southwestern Energy


Subjects
  • Industry Overview

  • Morning Note

]]> William A. Featherston HES.N OXY.N COP.N APC.N APA.N NBL.N CHK.N XTO.N DVN.N NFX.N KWK.N UPL.N SWN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85851|native|public|20100204161853 Thu, 4 Feb 2010 <![CDATA[First Read: Husky Energy "Downstream Squeezes Q4 Results" (Neutral) Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06300|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • HSE.TO Husky Energy


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Potter HSE.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06300|native|public|20100204123245 Thu, 4 Feb 2010 <![CDATA[First Read: Royal Dutch Shell "4Q09 results review" (Neutral) Rigby]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72722|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Oil Companies, Major

  • European Ex. UK Oil Companies, Major

  • British Oil Companies, Major

  • Global Oil Companies, Major

  • European Energy

  • European Ex. UK Energy

  • British Energy

  • Global Energy


Companies
  • RDSa.L Royal Dutch Shell


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jon Rigby, CFA RDSa.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72722|native|public|20100204094437 Thu, 4 Feb 2010 <![CDATA[Daily Oil News "Key headlines" 03-Feb-2010 Rigby]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72642|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • European Oil Companies, Major

  • European Ex. UK Oil Companies, Major

  • Global Oil Companies, Major

  • European Energy

  • European Ex. UK Energy

  • Global Energy


Companies
  • BP.L BP

  • VLLP.PA Vallourec

  • SUB.OL Subsea 7

  • ONGC.BO Oil & Natural Gas

  • 0857.HK PetroChina

  • 0883.HK CNOOC Ltd

  • PTT.BK PTT Public Company

  • TOP.BK Thai Oil

  • IMO.TO Imperial Oil Ltd.

  • SU.TO Suncor Energy Inc.

  • MRO.N Marathon Oil

  • PXD.N Pioneer Natural Res.

  • BTE_u.TO Baytex Energy

  • CPG.TO Crescent Point

  • AOE.AX Arrow Energy

  • 5019.T Idemitsu Kosan

  • 3983.HK China BlueChemical


Subjects
  • Industry Overview

  • Morning Note

]]> Jon Rigby, CFA BP.L VLLP.PA SUB.OL ONGC.BO 0857.HK 0883.HK PTT.BK TOP.BK IMO.TO SU.TO MRO.N PXD.N BTE_u.TO CPG.TO AOE.AX 5019.T 3983.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72642|native|public|20100203074503 Wed, 3 Feb 2010 <![CDATA[BP "4Q09 results review: A miss against heightened expectations" (Buy) Rigby]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72617|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Oil Companies, Major

  • European Ex. UK Oil Companies, Major

  • British Oil Companies, Major

  • Global Oil Companies, Major

  • European Energy

  • European Ex. UK Energy

  • British Energy

  • Global Energy


Companies
  • BP.L BP


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jon Rigby, CFA BP.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72617|native|public|20100203040032 Wed, 3 Feb 2010