Podcast – Charlie Matter, CEO, CASE Energy Partners
Charlie Matter, CEO, CASE Energy Partners shares his insights in this podcast. Charlie discusses the impact that COVID-19 and the Oil Price War are having on A&D activity and how larger buyers will need to get creative in order to continue deploying capital at scale..
Podcast – Will Cullen, Vice President, LongPoint Minerals
Will Cullen, Vice President, LongPoint Minerals shares his insights in this podcast. Will gives some insight on why many LPs still struggle to make direct investments, the value creation that comes from active portfolio management, and why development timing is such a critical factor..
Podcast – Marc Zimmermann, President & COO, Royalty Clearinghouse
Marc Zimmermann, President & COO, Royalty Clearinghouse shares his insights in this podcast. Over a 20 year history they have completed 6,000+ transactions with an emphasis of long-term relationship building. Marc is well placed to discuss the current state of play in the space.
Podcast – Darin Zanovich, President, Mesa Minerals Partners
Darin Zanovich of Mesa Minerals Partners shares his insights in this podcast. Darin talks about why this is an opportune time for long term investors that are yield driven to enter the space and capture an arbitrage before the public markets mature and the opportunity gap closes.
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.