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To: Dennis Roth who wrote (168547)5/16/2012 12:52:04 PM
From: Dennis Roth1 Recommendation  Read Replies (2) | Respond to of 206184
 
More Presentations from the JP Morgan Shale Corporate Access Day I 10 May 2012

Beach Energy Limited
23 slides. Emphasis on Cooper Basin acreage
beachenergy.com.au

Exoma Energy Limited
Emphasis on the Toolebuc Shale in the in the Galilee Basin.
I'd never heard of the Toolebuc Shale before.
Considered too immature for oil and gas
but last year they drilled into it and found
free oil 35m above Toolebuc Shale at Bessies-1
Evidence of maturity
Evidence of expulsion

Toolebuc apparently immature
BUT, empirical evidence shows the Toolebuc actually is:
Thermally mature for conversion
Sufficiently mature for expulsion
13 slides
exoma.net

Senex Energy Limited
Another Cooper Basin play. Emphasis on the ‘wet gas’ window.
15 slides
senexenergy.com.au



To: Dennis Roth who wrote (168547)6/18/2012 9:55:18 AM
From: Dennis Roth1 Recommendation  Respond to of 206184
 
Fracking protesters blockade rig depot
guardian.co.uk

Demonstrators lock themselves to gates of drilling rig depot early this morning



To: Dennis Roth who wrote (168547)12/16/2012 10:48:35 AM
From: Dennis Roth  Read Replies (3) | Respond to of 206184
 
Exxon Eyes Stake in UK Shale Gas Project - Report
12/16/2012| 07:04am US/Eastern
4-traders.com

Exxon Mobil Corp. ( >> Exxon Mobil Corporation) has entered talks to buy a stake in the Bowland shale gas project in in northwest England, owned by Igas Energy PLC ( >> IGAS Energy PLC), the Sunday Times reports, without citing sources.

The U.K. newspaper said the London-listed developer launched a search this summer for a partner to help it develop the project in Lancashire, adding that Royal Dutch Shell PLC (RDSB), Total SA ( >> TOTAL S.A.) and Statoil ASA ( >> Statoil ASA) are also considering bids.

Some bankers consider the process could ultimately lead to a takeover of IGas, valued at 125 million pounds ($202.1 million) at Friday's close, the newspaper said.

IGas wasn't immediately available for comment.

Full story: www.thesundaytimes.co.uk

Write to Michael Haddon at Michael.Haddon@dowjones.com

Subscribe to WSJ: online.wsj.com?mod=djnwires

=====

Chemical firms hold talks over shale gas deals with Cuadrilla and IGas
By Tom McGhie, Mail on Sunday Senior Financial Correspondent
PUBLISHED: 09:06 EST, 16 December 2012 | UPDATED: 09:06 EST, 16 December 2012
thisismoney.co.uk

Big chemical firms have opened talks with shale gas explorers in Britain about tentative power deals.

Ineos Chlor, based in Runcorn, Cheshire, is reported to have had discussions with iGas and Cuadrilla – Britain’s leading shale gas drillers.

Other major chemical producers in the North West are also interested in the potential for cheap gas on their doorstep.

Confirmation of talks shows that the discovery of vast deposits of shale gas has energised industry. For the first time in years there is a chance of cutting the price of gas, a key cost to chemical giants.

The Government last week gave the go ahead for exploiting shale gas, which can only be recovered by using controversial drilling techniques known as fracking – where water and chemicals are injected into the ground at high speeds to explode and break up the gas-bearing rocks.

The Energy Intensive Users Group has written to the Commons’ Energy & Climate Change Committee outlining its enthusiasm for a gas fracking revolution.

It believes Britain has significant deposits. According to the Institute of Directors, Britain has enough reserves to meet ten per cent of current gas demand for the next 103 years, enough to offset the 60 per cent fall in gas production in the North Sea.