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In the latest edition of "Oil Matters," the joint Platts/Oil Council podcast, John Gerstenlauer, COO of Gulf Keystone, sat down with Platts' Richard Swann to discuss the company's operations in the Kurdistan area of Iraq. The interview was conducted at the Council's World Assembly in London. He focuses not only on Gulf Keystone's activities, but also the recent ExxonMobil deal in that region. You can listen to it here.
The archive of otheer "Oil Matters" podcasts can be found here.
We took the occasion of this week's Americas Assembly of The Oil Council to do not just one, but two joint Platts-Oil Council Oil Matters podcasts. But both had a common theme: Alaska.
In the first, Buccaneer Energy's CEO talks about how a shallow water Gulf of Mexico explorer chose to turn its attention to drilling in the Cook Inlet, and how various state tax changes have helped make the economics work.
In the latest installment of the joint Platts/Oil Council podcast "Oil Matters," the focus is on shale gas.
But it's not one more chapter in the "shale gas is creating an energy revolution" story. Rather, it's how the low price of natural gas in the US as a result of supplies from the shale are about to start hurting some gas consumers. The financing that allowed some merchant power plant to be built sometimes included hedges that assumed a higher natural gas price. With those hedges coming off, it counter-intuitively can be bad news for the facilities' owners, even though they are buyers of natural gas.
Iskender H. "Alex" Catto, a partner with McDermott Will & Emery LLP in New York, spoke with Platts' John Kingston about his forecast. You can listen to it here.

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