Even for the leanest, meanest oil and gas producer sitting on the best assets in the land, fate hinges on the nature of the recovery.
Rob Johnson, managing director at EIG and its global head of direct lending, cited a recently realized investment in Felix Energy, a private independent in the Permian Basin, as a good case study of the firm’s direct lending platform.
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.
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