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.
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?
There were handshakes and smiles all around after private-equity firm Stonepeak Infrastructure Partners purchased Oryx Midstream in the biggest midstream deal to date.
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?
Europe-based Royal Dutch Shell is outpacing U.S.-major counterparts in non-fossil-fuel investing.
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.
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.
While many second-tier producers struggle, the big three make common cause.
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.
Profiles of eight private operators in the Permian Basin featured at Hart Energy’s DUG Permian conference.
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.
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.
Occidental Petroleum Corp.’s $38 billion acquisition of Anadarko Petroleum Corp. revives the simmering conversation advocating for industry consolidation.
From the Editor-in-Chief
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
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.