Market Intelligence
& Interviews
Informed articles from the go-to people in the oil and gas industry
On-Demand: What it Takes to Exit a Minerals & Royalties Portfolio
As more and more capital has entered into the minerals & royalties space over the past 5-6 years, there has been a growing debate around how investors will exit their money. Should companies build up scale and try to go public or is an exit to an end-buyer the best route?
Diversity Is Better For Business
It is hard to deny that increasing diversity in the public and private sector is one of today’s central initiatives for corporate improvement and better business outputs.
Digital Energy Festival to fuel six weeks of inspiring energy engagement for Africa!
Between 20 October – 26 November we will be co-hosting the Digital Energy Festival. Find out more about the six weeks of inspiring energy content & engagement for Africa.
Investors Are Leaving U.S. Shale And They Are Not Coming Back
With the US shale industry having been severely impacted by both the COVID-19 pandemic and the oil price war, US investors are beginning to screen opportunities elsewhere. Read More.
Christine Hommes, Partner, Apollo Global Management
In this episode, Christine Hommes shares her thoughts on the impact of ESG on investment decision making, next generation tech’s impact on the energy industry. Listen here.
Podcast: Matt Sands, Managing Member of Silverheels Investments and Host of The Mineral Rights PodCast
Matt Sands, Managing Member of Silverheels Investments and Host of The Mineral Rights PodCast joins the Minerals & Royalties Podcast to discuss how he got into the minerals space back in 2015 & more . Listen here
The IOC Tracker – mid-term scorecard (2020)
It is increasingly important to see what lies behind oil companies’ stated transition strategies, which have seen a step change in investment allocations since 2018. We reflect on how the IOCs are tracking with their energy transition goals so far in 2020.
Helima Croft, Managing Director and Global Head of Commodity Strategy, RBC Capital Markets
In this episode, Helima Croft shares how her experience at the CIA prepared her for the O&G Industry, the constraints on developing countries in accelerating the energy transition and work/ life balance. Listen here.
Doris Capurro, President, Luft Energia
In this episode, Doris Capurro shares her early lessons as an entrepreneur, working at YPF, the transformational role of networking for women in the industry and more. Listen here.
Podcast: Josh Adler, CEO, Sourcewater
Josh Adler, CEO, Sourcewater joins the Minerals & Royalties Podcast to discuss how they are predicting development activity in the Permian Basin. Listen here
Podcast: Ryan Childs & Abhishek Kumar, Principals of Production Lending LLC
Ryan Childs & Abhishek Kumar, Principals of Production Lending LLC join us to discuss some of the preferred equity and debt solutions that their team is providing to the sub $15mm market for E&P, Non-Op, and Minerals & Royalties companies.. Listen here.
Nigel Jenvey – Global Head of Carbon Management, Gaffney Cline and Lewis McDonald – Global Head of Energy, Herbert Smith Freehills
In this episode, Nigel and Lewis join us to discuss some of the ESG & GHG related trends and policies in the Oil & Gas Industry and how they relate to company’s performance in the public markets as well as their ongoing ability to access capital. Listen here.