Zero GCoS
Another oil and gas tourist, NameA substack focused on O&G news, events and companies
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 47 | Subscribers | Read | zerogcos.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Field Notes: Beetaloo Basin
In a country already crowned as the world's largest LNG exporter, the Beetaloo Basin's estimated 500 trillion cubic feet of gas resources could reshape Australia's energy future for decades to come. This potential became tangible in Februar...
An oil field's second life gives new opportunities
When approaching a company, one usually looks at its assets and assesses the company’s value based on its portfolio. This time, I chose to take a different angle. What if we focused on a single oil field to decide which company to invest in...
Field Notes: New year in Namibia
The 2024/2025 Namibian drilling campaign has revealed a more complex geological picture than anticipated. While multiple wells have confirmed hydrocarbons, technical challenges around reservoir quality and gas management have emerged as key...
A new year in oil and gas investing (part II)
> "Markets price negative surprises instantly, yet often fail to promptly re-rate the upside on transformational news. Ride that inefficiency."
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Authors
The writers behind this newsletter.
Commenting about events in the o&g sector, I may write some articles.
Value Speculator focused on O&G, Mining and Shipping. https://x.com/_namevalue_
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