Oil and Gas Investor At Closing: Looking for the ‘V-shape’
We have to bet on pent-up demand. The recovery appears to be ‘V-shaped’ in most markets. We hope to see that in the energy world as well.
May 21, 2020
Private Equity Pivots to New Game Plan for E&Ps
Today private-equity providers focus on returns, cash flow, the right incentives and portfolio discipline by oil and gas companies.
May 14, 2020
The Bakken Takes a Hit
Between a historic oil price crash and resource maturity, some say the Bakken may have only five or six good drilling years left. What’s the opportunity now?
May 6, 2020
Oil and Gas Investor At Closing: Seize the Day
Lower for longer oil prices eventually will lead to stronger for longer—but only for the survivors.
May 1, 2020
Analysts Skeptical Exxon Mobil Can Perform as Promised
Credit analysts increasingly cite Exxon Mobil’s cash flow challenges as an area of concern.
April 17, 2020
Consolidation Musings: E&P M&A Fantasies
E&P analysts weigh in on what makes a dream combo and whether the oil and gas majors will play.
April 9, 2020
Banks Contend with Deep Impact Post Oil Crash on E&P Borrowing
Both the COVID-19 pandemic and the oil price crash have had a deep impact on what E&Ps and their lenders expect compared to what they thought last fall, according to a Haynes and Boone report.
April 3, 2020
Tribute: Goodbye to Claytie
Wildcatter Clayton W. Williams Jr. was larger than life, with a quick wit, a big vision and a bigger legacy.
April 1, 2020
OGI at Closing: Hit the Reset Button
The current price rout should force every oil and gas company to reset its 2020 plans. This year, stick to your core business but adjust your strategy.
April 1, 2020
OGI at Closing: LNG Force Majeure
Gas prices have created the “perfect storm” thanks to a warm winter and the surprise hit of the coronavirus.
March 31, 2020