Market Intelligence
& Interviews
Informed articles from the go-to people in the oil and gas industry
Podcast – Ran Oliver, CEO, Viking Minerals
In the first of our Mineral and Royalties series Viking Minerals, Ran Oliver describes the parallels between real estate and oil and gas minerals and royalties investing.
Hot Points: Ran Oliver, CEO, Viking Minerals
We started Viking in May of 2012 so it’s been nearly 8 years. Prior to that, I worked at a family office doing real estate for about 9 years, which has some interesting parallels to minerals and is one of the things that got me interested in the space in the first place.
Investment in the Energy Transition
Energy transition will be at a crossroads when the world gets out of the current health crisis: will we base the recovery on a sustainable model or will we, once again, justify unsustainable policies and practices with the need to “get growth back on track”?
Hot Points: Interview with Darin Zanovich, CEO, Mesa
Our competitive advantage is to focus in an area that isn’t the Permian. We like the gas focus in an area where we see it as feedstock for the Gulf Coast LNG projects coming online. We like focusing with an operator that has a good balance sheet and pad drilling..
WECA Advisory Board Takeaways – Part 2
Part 2 of our takeaways picks up the conversation where we left off as our advisors’ peer into the rabbit hole of climate change and energy transition, and the future role of gas.
Diego Peralta, AINDA
The cancellation of the auctions has complicated the possibility of signing long-term contracts with a qualified offtaker that make the project bankable.
Paul Centeno Lappas, Neoen Mexico
We choose to regard the cancellation as an opportunity. It forced us to review /reset our business strategy to become less dependent on governmental decisions.
Jeff Pavlovic, Bravos Energía
Since the beginning of the market 4 years ago, investors and market participants have needed more data in order to accurately forecast prices and quantify risks.