OGI June

Oil and Gas Investor Magazine - June 2019

Asset managers bridge the gap between ESG and fossil fuel investments. As Chris Sheehan, senior financial analyst at Hart Energy, writes U.S. asset managers have rushed to incorporate ESG (environmental, social and governance) factors in their funds. But, what does this portend for funding flow in energy, an area already striving to deliver a returns based strategy to investors? This issue of Oil and Gas Investor takes a deep dive into energy stocks and the environment.

Also in this issue: 

  • Europe-based Royal Dutch Shell is outpacing U.S.-major counterparts in clean energy investing.
  • While many second-tier producers struggle with the effects of added U.S. crude supply, the big three make common cause.
  • Karl Brensike found his stride in the ups and downs of the oil and gas mineral sector as co-founder of Haymaker Minerals & Royalties.
  • Profiles of eight private operators featured at Hart Energy’s DUG Permian conference.

Cover Story

Energy Stocks And The Environment

U.S. asset managers have rushed to incorporate ESG (environmental, social and governance) factors in their funds. What does this portend for funding flow in energy, an area already striving to deliver a returns-based strategy to investors?

Feature

Anatomy Of A Deal: Betting On Oryx Midstream

There were handshakes and smiles all around after private-equity firm Stonepeak Infrastructure Partners purchased Oryx Midstream in the biggest midstream deal to date.

Executive Q&A: Ameredev, Part Two

Representing a new generation of nimble entrepreneurs, Ameredev CEO Parker Reese had quick success in his first private-equity outing. With the E&P playing field shifting, can he do it again?

Greener Giants: Shell’s Transfer Of Power

Europe-based Royal Dutch Shell is outpacing U.S.-major counterparts in non-fossil-fuel investing.

Haymaker Minerals & Royalties: Of Mutual Interests

After stints as Silicon Valley tech CEO, bond analyst and Hollywood screen writer, Karl Brensike found his stride in the ups—but mostly downs—of the oil and gas mineral sector as co-founder of Haymaker Minerals & Royalties.

Natural Gas: US LNG

U.S. companies will be at the forefront in making final investment decisions this year for LNG plants that will begin commercial production in the mid-2020s.

OPEC Makes Peace With Shale

While many second-tier producers struggle, the big three make common cause.

Private Energy Capital: Famine Or Feast?

The plight of private equity in an exit-challenged market pivots on perspective. And focusing on the lack in the short term risks missing the abundance in the longer view.

Special Report: Permian Private E&Ps

Profiles of eight private operators in the Permian Basin featured at Hart Energy’s DUG Permian conference.

A&D Trends

Bottom Dollar

Plenty of analysts are reading Pioneer Natural Resources Co.’s Eagle Ford sale agreement like the terms of a surrender—the A&D equivalent of the Treaty of Versailles.

At Closing

Cash: The New Gold Standard

Given that well costs are down and efficiency is up, it seems operating margins, recycle ratios and debt-adjusted production growth is reaching new heights for many E&P companies.

E&P Momentum

The Two Sides Of Consolidation

Occidental Petroleum Corp.’s $38 billion acquisition of Anadarko Petroleum Corp. revives the simmering conversation advocating for industry consolidation.

From the Editor-in-Chief

From OGI Editor-In-Chief: Hollub’s Opus

Out of Occidental’s sudden saga to wrest Anadarko out of Chevron’s grasp, why was CEO Vicki Hollub so darned determined to win?

On the Money

On The Money: Finding Your Footing In Energy Earnings Season

It’s sometimes hard to know exactly what drives an energy company’s stock price, even if you’re a CEO who knows which levers logically should deliver stock price performance.