Thought Leadership

Informed articles from the go-to people in the oil and gas industry

Making the case for upstream investment in 2022

Report

Many doubts arise when considering investment into Upstream in 2022; will there be expanded restrictions on funds and financiers, or will there be a repeat of the demand slump in early 2021, or will OPEC+ utilize their reserves to shift the price point to one that suits their objectives best. Such uncertainties will often worry the generalist investor but for the energy specialist with experience of the oil and gas cycles, the near future looks far more enticing.

Global Methane Pledge – A collaboration against climate change

Report

The Global Methane Pledge seeks to acknowledge the agreements that have preceded it and to build greater action upon those collaborations. Led by the US and the EU, together with 17 major economies, the Pledge was launched at COP26 to “catalyze global action and strengthen support for existing international methane emission reduction initiatives to advance technical and policy work that will serve to underpin Participants’ domestic actions.”

The Outlook for Accessing Capital in the Oil & Gas Sector

Report

At the World Energy Capital Assembly on 29 November 2021, a panel of experts provided their insights on the ability of companies in the oil and gas sector to access and maintain capital in the current economic and political climate. This article builds on that panel discussion and considers how (E&P) companies are balancing their corporate image with the need to remain profitable and deliver investor returns.

A cold or costly winter? Uneasy uncertainty for European gas consumers

Report

As winter’s cold touch spreads across Europe, there is an uneasiness about how the frigid temperatures will be weathered as gas prices creep ever higher. The source of uncertainty for Europe’s gas consumers is broad; the traditional push and pull of Russian-EU energy geopolitics is alive and well, Covid demand and supply contractions have created imbalances throughout the value chain, while the global production levels of oil and gas remain constrained by OPEC+ and the surging market prices.

Asian LNG – A bountiful era for natural gas producers

Article, Report

The global energy crunch has reintroduced vigour into the oil and gas markets, especially in Asia Pacific where the soaring demand for LNG as a replacement for oil and coal has led to a high-cost environment that doesn’t appear to be slowing.

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ERCE Global Upstream M&A Tracker Q2 2021

Report

ERCE’s Global Upstream M&A Tracker is a quarterly product that provides an easy and detailed summary and analysis of global upstream M&A deals, both asset- and corporate-level. In this edition we cover upstream M&A activity over the last quarter of 2020 and summarise M&A trends for 2021.

Kitchen Table War Stories: Crosby Shaver, CEO, Blue Darter Energy

Podcast

Royalties & Minerals Council brings you Kitchen Table War Stories. Series Crosby Shaver, CEO of Blue Darter Energy joins us to tell a few crazy stories about a heated minerals deal negotiation with an old family friend & a messy partnership that landed a mineral owner in jail. Listen here.

Third Party Certification of Natural Gas in North America

Article

If a gas producer adheres to emissions reductions and ESG regulations, they can obtain a Responsibly Sourced Gas (RGS) certificate. This means a company has produced a premium product, one that is actively seeking to reduce GHG emissions through integrating more efficient processes, reducing or stopping gas flaring and powering production with renewables – with the intention to reach net-zero emissions.

Philanthropy Series: Ben Samuels & Sky High for Kids

Podcast

Ben Samuels, CEO of Sourcerock Midstream joins the Royalties & Minerals Council – Philanthropy Series to tell us about some of the causes he is involved in, including Sky High for Kids, a non-profit focused on raising money for leading hospitals and research centers in their quest to end childhood cancer. Listen here.

Podcast: Steve Hendrickson, President, Ralph E. Davis Associates

Podcast

Steve Hendrickson, President of Ralph E. Davis Associates, came onto the podcast to discuss his 40+ year career in Oil & Gas and how he got involved in the Minerals & MLP space in the mid-2000s working for Montierra Minerals & Production LP. Listen here.

Analysis on M&A so far in 2021 and what to expect now

Article

The global oil and gas markets have been awash with deals as oil and gas players alike scramble to rebalance their portfolios in light of supranational climate goals. While the market has not been as active in the second half of 2021, as commodity prices began to stabilise toward pre-Covid levels, there were still a number of significant mergers and acquisitions that will add much needed liquidity to the markets.

Deep Dive Into The US M&A Market

Article

The North American oil and gas market maintained their position as ‘most active region’, in terms of both the quantity of deals and the total transaction values – leading to a total of 21 deals to the value of $12.72bn being confirmed in Q1/2021.
Since the close of Q1, a further 21 deals to the value of $21.1bn have been processed in the North American market, indicating that the shale patch is beginning to undergo another round of consolidation. The Energy Council has taken a look at some highlights of US M&A activity so far this year…

How is ESG driving Change?

Expert Insight

How is ESG driving change in the energy sector? Energy Council in partnership DWF, recently brought together leading experts from the energy sector to discuss ESG’s growing influence. Read the key takeaways