ITG Investment Research concentrates on North American oil and gas exploration and production, though we provide select international coverage. We analyze companies, new plays, oil sands developments, government regulatory initiatives and macro economic trends. Our technical and financial expertise is focused on finding profitable opportunities as well as identifying companies deficient in future prospectivity and potential.
Our Gas Supply model provides unique North American gas supply insight. This model calculates the entire continent’s natural gas supply by summing production from over 900,000 wells. As a result of this deep analysis, ITG clients knew in 2008 that U.S. natural gas declines were stationary (while conventional wisdom held that declines were increasing). By looking at the entire population of wells, we can differentiate between changes in the production mix and changes in production.