The Low Oil Price Will Derail The Re-Imagining Of Energy
As many oil & gas companies focus on surviving the latest downturn and the oil price crash, we ask whether renewables projects will be put on hold or if the current market conditions will…
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Small Cap Players Have Run Out Of Funding Options
Can small caps remain relevant in this market, who will be the winners and losers, how creative can smaller players be and which providers of special capital can small caps rely on?
Are We Witnessing The Death Of The PE Company?
During the last downturn, Private Equity played an instrumental role in financing small/ mid cap companies in a period when access to finance was hugely reduced. With many still yet to exit those initial investments, and in the current market (hot on the heels of the last downturn), does PE still have a role to play in the oil & gas industry?
Additional Cost Rationalisation In The Oil & Gas Industry Is Not Feasible
uring the last downturn, operators and service providers alike slashed CAPEX and OPEX. With already tighter margins and limited available capital, what will further CAPEX reductions mean for the industry
There Is No Future For Frontier Exploration
With increased pressure from “green” companies on the industry to stop exploring coupled with the high cost of exploration, will the current pause on exploration end up being a permanent, hard stop.
Upstream M&A will continue to nose-dive
Mergers and acquisitions rely on the interconnectedness of financial systems to function. So, what happens when international markets slow down beyond anything previously seen?
The O&G industry cannot attract the right talent
As concerns abound around the future for large discoveries, the energy transition and continued hurdles around CAPEX, what does the future hold for the next generation of job seekers?
This Is The End Of U.S. O&G Independents; Only Supermajors Will Remain
The U.S. shale industry has been built up around a Private Equity model with a clear exit strategy. However, this model has become less and less economic in recent years and many independents are now thought to be sitting on illiquid assets.
On-Demand: Minerals & Royalties Aggregation Strategies
How do the ground game dynamics differ from basin to basin in today’s market?
Is the bid-ask-spread the same on the ground vs corporate transactions / brokered packages?
Is the bid-ask-spread the same for buying PDP vs undeveloped minerals?
Changes to the industry in 2020 will lead to permanent transformation
With consolidation expected due to the oil price and Covid19 as well as changing supply/demand dynamics will there be lasting change to the oil & gas industry post 2020 or will we return to the same agenda when current hurdles have been overcome?
On-Demand: Minerals & Royalties Portfolio Strategies: Diversification vs Specialization
After COVID-19 and the Oil Price War disrupted US Shale, many are now seeing advocating the benefits of building a diversified strategy again.
The O&G industry is failing to embrace digitalisation
There are impressive statistics that show the cost benefits of embracing new technology from increases in production efficiency to OPEX reductions. And yet, the digitalisation of the industry seems to be happening at a snail’s pace. Is this the case?
