Oil and Gas Investor Magazine - May 2017
OGI May 2017
Cover Story
COVER STORY: DELAWARE BASIN BUYERS CLUB
A multibillion-dollar flurry of consolidation swept across the remote Delaware Basin last year, putting much of the acreage in the hands of longer-term developers. Now, on the cusp of full-out development, how do buyers plan to take it to the next level?
Feature
CALIFORNIA E&P: WHY NOT CALIFORNIA?
Armed with new capital, California Resources Corp. and Sentinel Peak Resources LLC will drill more in the Golden State. And, they are joined by a restructured Berry Petroleum.
ENERGY INFORMATION: THE EIA
Former Deutsche Bank chief energy economist Adam Sieminski presided over the U.S. Energy Information Administration as the country’s energy-security profile turned positive for the first time since before the 1970s.
EXECUTIVE Q&A: SOUKI’S LONG BET ON SHORT LNG
Charif Souki, the man who launched the U.S. as an LNG exporter, is back in business with a new, bolder venture. And he has the team to pull it off.
INSIGHTS FROM STRATAS ADVISORS: EXCO: HEADING TO THE HAYNESVILLE
EXCO Resources Co. is heading away from the Eagle Ford and making moves toward the Haynesville.
STOCKS TO WATCH: MARKET OFFERS OILFIELD UPSIDE
Investors weigh rising capex and rig count against a surge in supply, as $50 crude price is viewed as a key threshold.
STRATEGIC DEAL STRUCTURE: SANCHEZ’S UNLIKELY DEAL
Sanchez Energy snagged a transformative $2-billion deal far exceeding its equity market cap by assembling world-class private capital sources, commercial banks and a newly branded UnSub.
U.S. SHALES: COMPOUDING VALUE IN THE ROCKIES
Operators in these Rockies shale oil plays lean on new technology to increase production.
A&D Trends
A&D TRENDS: IN AN RV, DOWN BY THE DELAWARE
Matador Resources Co. has historically been ahead of the pack in the Delaware Basin, and it’s just picked up some more acreage.
At Closing
AT CLOSING: GREAT DISRUPTIONS AHEAD
Shifting attitudes toward climate change and the adoption of electric vehicles may disrupt the oil and gas industry.
Bright Spots
BRIGHT SPOT: MEET RICHARD BALL
Richard Ball has combined his affinity for rocks with his interest in A&D.
E&P Momentum
E&P MOMENTUM: WATER WOES, WATER SOLUTIONS
Water demand for hydraulic well stimulation will exceed supply in large-scale regional developments.
From the Editor-in-Chief
FROM THE EDITOR IN CHIEF: THE HAPPY PLACE
The Permian Basin is a happy place indeed.
On the Money
ON THE MONEY: PRESSURE PUMPING PIVOTS
Pressure pumping margins are improving, and Halliburton’s taken notice.