This is how we see it.
AJM has a unique perspective into the energy industry. To start, our role in the industry allows us to both see the big picture and to identify specific trends. Combine that with on-going evaluation of resources and the result is a depth of understanding that complements our observations.
Through newsletters and presentations, we share the insight we gather from this unique vantage point to benefit clients and the industry as a whole. We invite you to check back regularly to see what we're currently noticing.
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AJM FYIWe produce a quarterly newsletter with updates on our business as well as our insight and perspective on a industry trends, regulations and happenings. |
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PresentationsMembers of our team are often invited to speak at industry events. Past presentations are now available for download. |
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Our BlogWe all have valuable opinions to offer on a variety of topics. From unconventional reserves to business practices, and everything in between – here's your chance to read what we have to say. |
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NoteworthyFrom press releases to staffing announcements, upcoming events to project highlights, if there’s something new or noteworthy at AJM you’ll find it here. |
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Join us on Tuesday, March 23rd from 6:30-8:30pm at the Ironwood Stage and Grill's new address 1229 9th Ave SE.
AJM’s opinion in response to an article in the National Post: Should there be standardized reporting of oil (and gas) wells?
Staff of AJM Petroleum Consultants dug deep recently, pooling personal donations in support of disaster relief efforts in earthquake-savaged Haiti.
petroCUBE and the importance of unconventional resource studies are features in the latest issue of AJM's F.Y.I.
The goal of every company is to add value to the bottom line. The normal measuring stick of value in the oil and gas industry is reserves. With the recent rush on unconventional plays in North America, the addition of these reserves can be a challenging and expensive proposition.
Some questions we need to answer (CSPG Technical Luncheon)
petroCUBE began with a question: Where should companies explore for oil and gas, and which plays make the most economic sense? It seems to be a fairly simple question but the answer is very complex. Are you looking for exploration projects with large upside and corresponding high risks? Or are you risk-adverse and looking for infill exploitation plays that have limited upside but also limited and definable risks?
Canadian natural gas exports beyond North America.
A geologist learns the hard way that predicting the past is easier than predicting the future.
Ralph Glass peers into his crystal ball.
As John Stewart would put it, "it's Indecision 2009!"
Middle Jurassic oil makes a comeback in Lower Shaunavon, AJM adds bench strength to their Corporate Advisory Services team, and evaluating opportunities in the Alberta oilsands are features in the latest issue of AJM's F.Y.I.
Saskatchewan's October 1, 2007 landsale saw average bonuses paid at over $4,200 per hectare, raising a total of $21.4 million. The most expensive acreage fetched a bid of close to $8000 per acre.
AJM has a history of providing sound advisory services to companies looking for strategic insight into business and asset management or valuation. Recent personnel changes are adding a robust new dimension to these services, increasing both the capacity and depth of our counsel.
Despite volatile oil prices, many companies are continuing their efforts to secure long-term development opportunities in Alberta's oilsands.
Exposing the Challenges and Introducing Methodologies (CSUG 11th Annual Unconventional Gas Conference)
AJM rolled out the red carpet, welcoming some 300 clients, friends and colleagues to “An Evening in Tinseltown” at Calgary’s Jack Singer Concert Hall.
While the Barnett Shale of Texas receives all the accolades in the unconventional gas industry, the Burgess Shale in Yoho National Park in British Columbia is the star when it comes to understanding evolution and early life forms on this planet.
Industry expert sees much more than price behind Alberta's diminishing gas production.
How much longer will we have the Alberta advantage?
Are cross continent pipelines at stake?
New hire deepens AJM's already significant international and large‐producer experience.
Canadian natural gas forecast still shows positive signs despite current lows.
BC Government communicates with its major industries? Oh, what?
On September 22nd the TELUS World of Science hosted the 2009/2010 season opener for Science Café. The topic: the highly debated Oil Sands.
What's Hot and What's Not in Canada's Exploration and Production Industry (Rodman & Renshaw Annual Global Investment Conference)
AJM's senior executives, Barry Ashton (COO) and Robin Mann (CEO) are at the Rodman Renshaw Energy Conference in New York this week and will be sending updates on how the New York market sees the North American and world oil and gas industry over both the short and long term.
We attended a number of oil and gas talks today which were dominated by US based producers and there were three major themes...
The first session of the morning was a Q&A session with Allan Greenspan (former Fed Chairman) moderated by Dan Rather.
Is it a good news story or a threat to energy security?
Once again the British Columbia Government is taking the initiative to promote a positive relationship with the oil and gas industry and encourage development in the Province.
Many see 2009 as the most dismal year of the new millennium for natural gas. The success of US shale gas has substantially increased US supply. This, coinciding with a drop in US demand due to the recession, has dealt a body blow to prices and squeezed Canadian gas from the market.
Shale Gas in a low price environment, the challenges of estimating unconventional gas reserves, and New SEC rules for reporting US reserves are features in the latest issue of AJM's F.Y.I.
The spotlight has been focused on unconventional gas for some time. We’ve heard about its impact on the supply/demand balance in North America (but particularly the WCSB) and the new technology that is facilitating this production
With the recent rule changes adopted by the US Securities Exchange Commission and slated to take effect January 1, 2010, 2009 will be a transition year for how companies report their reserves data in the United States. While many of the changes were expected and are generally welcome, some of the wording within the final rules has opened the door to questions and interpretation.
Recent rise in crude oil price not driven by supply and demand fundamentals.
AJM's Doug Ashton reports from the Expanding Appalachian Shale Plays Conference this week in Pittsburgh, Pennsylvania.
AJM's Doug Ashton reports from the Expanding Appalachian Shale Plays Conference this week in Pittsburgh, Pennsylvania.
Dave gives the opening presentation at the Dufour Energy Conference on Unconventional Gas.
Ralph Glass breaks it down.
AJM and geoLOGIC decide to take a break from Spaghetti Western.
Positioning for the future in shale gas.
Reinson Consultants Ltd. and AJM Petroleum Consultants join forces to unravel the complexity of the Nordegg.
Thoughts on Tristone Capital's recent ‘2008 Canadian Small/Mid-Cap Benchmarking' report.
Prices are going up but it is still too early to bring out the party hats.
Adding Value to the Bottom Line (CSPG, CSEG, CWLS Convention)
Being a start-up after the last oil and gas downturn helps AJM stay focused during current turmoil.
Optimizing revenue in oil and gas processing facilities, a new study of the Nordegg, and Indonesia's coalbed methane resource are features in the latest issue of AJM's F.Y.I.
If you have ownership in, or operate, oil and gas processing facilities, you may wish for a tool that forecasts your income - well, wish no more...
The skill of 'predicting the future' is particularly attractive to companies that own interests in or operate oil and gas processing facilities - forecasting the income streams for these facilities can have a direct impact on optimizing revenue potential.
The time is right for Canadian companies interested in getting involved in Indonesia's emerging coalbed methane industry.
AJM has partnered with Dr. Gerry Reinson to undertake a comprehensive study of the enigmatic Nordegg.
The new rules from the US Securities and Exchange Commission (SEC) will make the comparison of American and Canadian disclosure easier.
AJM's COO has joined the new Petroleum Advisory Committee of the Alberta Securities Commisssion.
AJM's current price forecast predicts a silver lining to the decrease seen in capital expenditures...
AJM has committed to another three years as the corporate sponsor of Vertigo's Mystery Theatre.
Stories about reserve volume differences are never as simple as they seem...
Recent investor presentations in New York suggest Canada is ripe for investment, but the investment of the future might look a bit different than investment of the past...
The Alberta Government deserves credit for their efforts to stimulate the oil and gas industry, but access to capital remains a major stumbling block says AJM.
Congratulations are due to the Alberta Government for their new oil and gas Incentive Program. Now we just need to get the capital flowing again.
Hindsight is 20/20, and from this perspective maybe the Alberta government's royalty rework was a good idea launched at a bad time...
Forecasting oil and natural gas prices gets harder as information flows faster.
SPEE announced the new Executive Committee for their Board of Directors and Barry Ashton is the new Secretary-Treasurer...
As the marketplace for aquisitions and divestitures head up, both buyers and sellers need to be aware...
Technology is optimizing today's unconventional oil and gas recovery schemes - how will this affect reserves?
As shallow rights reversions take their place on Alberta's landscape, companies need to decide whether the shallow assets of their leases are worth developing.
Shallow rights reversion, transitional royalty rates and New Zealand's East Coast Basin are all featured in latest issue of AJM's F.Y.I.
We've posted some of the answers to questions we've been hearing about Alberta's Transitional Royalty Rates.
Shallow rights reversion took effect in Alberta as of January 1, 2009 as part of Alberta's New Royalty Framework. It effectively severs the ownership of a lease above the top of the productive zone.
Oil and gas seeps and favorable source rock analysis suggests New Zealand's East Coast Basin has hydrocarbon potential.
Transitional royalty rates were announced to help companies move towards Alberta's New Royalty Framework and AJM has been fielding questions from our clients as to which royalty rate system to use.
What the Dickens is going on? (Genuity Capital Unconventional Oil and Gas Conference)
Short-term prices will remain volatile as fossil fuels play a key role in helping the world climb out of recession.
On Friday Dec. 19, media reported a WTI price of $33.87/bbl and $42.36/bbl. Which was accurate?
Volatile prices provide additional support to change SEC rules on single day production prices
TransCanada Corporation was recently awarded a gas pipeline license to Alaska - what will this mean to Canadian drilling activity?
In these challenging economic times, Canada could benefit from something similar to US President Franklin D. Roosevelt's 'New Deal.'
Semi-annual assessment of oil and gas production reveals a few surprises.
Changes to the royalty framework announced yesterday by the Alberta government will not provide a genuine stimulus to Alberta's oil and gas industry.
A perspective on the Alberta Government's announcement of adjustments to the new Alberta Royalty Framework
What the Dickens is going on? (CSUG 2008 Unconventional Gas Conference)
Observations on the A&D and M&A world from the DealMakers Conference (Calgary).
Canada's Changing Energy Picture (Rodman & Renshaw Global Investment Conference)
In light of the current world economic turmoil and the effect that turmoil is having on commodity pricing, AJM has issued a revised price forecast for the fourth quarter of 2008.
AJM sponsors Science Café, a program put on by the TELUS World of Science and the University of Calgary
"AJM Adventures in Wonderland" recently took place at the Creative Kids Museum in the Telus World of Science
AJM Petroleum Consultants is currently revisiting and updating the price forecast issued on September 30, 2008.
Significance and Implications for Western Canada (Dufour Energy Seminar)
British Columbia's Ministry of Energy, Mines and Petroleum Resources consider the seven areas of the Cordilleran Intermontane Belt of BC to have hydrocarbon potential.
With resource potential numbers ranging from 600 to 2,000 Tcf, the natural gas resource potential of Western Canada has never been calculated to be higher than it is at present. However, if we look beyond these gigantic resource predictions, some important challenges are looming.
Over the past few years, the government of British Columbia has been busy laying out the welcome mat for oil and gas companies.
The current chaos in the financial world may be leading up to natural gas opportunities.
AJM Releases Fourth Quarter Oil and Gas Price Forecast
Points of interest from the final sessions and random observations...
Day two of the Pacesetters Conference and today's big topics were shale gas and mergers, aquisitions and divestitures, with a smattering of international discussion for good measure....
Recent excitement about resource potential numbers in BC must be tempered...
With the current woes on Wall Street, talk is flying fast and furious at the 17th Annual Herold Pacesetters Energy Conference.
The SEC is one step closer to changing their disclosure requirements for oil and gas reserves.
As the world turns, or the American dollar moves, so the price of oil doth travel as well.
Recent land sales in BC and Saskatchewan might mean this is the perfect time to go shopping for Alberta land.
The highlights of the AJM price forecast are now available in a compact, easy-to-print format that can be downloaded on the Price Forecast page of AJM’s website.
As predicted, oil continues its retreat while natural gas moves to a more seasonal reflection as natural gas storage is refilled.
The sky was clear and blue as the pasta rumbled into town for the AJM and geoLOGIC’s Spaghetti Western.
Montney unconventional gas in BC and Alberta is currently causing great excitement within the financial and investment community.
Shale gas is methane (natural gas) that is trapped within organic-rich, fine-grained mudstones and siltstones commonly known as ‘shale.’
The St. Lawrence Lowlands, between the cities of Trois-Rivières and Montreal in Southern Quebec, have captured a lot of attention with announcements of a natural gas discovery within the Ordovician Utica shale.
AJM Petroleum Consultants released a third quarter price forecast for oil and gas.
From the Success of Horseshoe Canyon Coals to the Challenges of the Mannville Coals
Robin Bertram, VP Engineering, and I returned last week from the annual Society of Petroleum Evaluation Engineers’ (SPEE) Technical Conference.
Spring for AJM includes a series of visits to New York, Chicago and Toronto to meet with oil and gas fund managers, institutional investors, banks and analysts for discussions about the current state of the Canadian oil and gas industry.
If you follow AJM’s price forecast you’ll have noticed it has once more shifted higher to the right on an upward trend due to increasing hydrocarbon price.
Recent trends tell a story of change – are these statistical anomalies or critical indicators?
The oil and gas industry is notorious for acronyms, particularly in the area of resource and reserve definitions.