OGI October

Oil and Gas Investor Magazine - October 2019

Continental Resources CEO Harold Hamm has taken on many challenges, including lifting the oil export ban and proving the viability of the Bakken Shale. But his latest may be his most daunting: explaining Trump. Darren Barbee, Oil and Gas Investor's senior editor, provides a look into the relationship between the industry and politics from the perspective of the "energy whisperer".

Also in this issue:

  • The oil and gas industry has lost one of its most colorful, controversial and successful icons, a huge advocate of natural gas and U.S. energy independence.
  • The CEO of Houston energy-focused investment bank Tudor, Pickering, Holt & Co. says it’s not time to panic as investors flee the oil and gas space, but structural change is inevitable to adapt to the new marketplace.
  • Operators are drilling what they call “a bigger, better Codell” in Wyoming.
  • While a groundswell rises worldwide to replace hydrocarbons with renewable energies—and sooner rather than later—do physical realities support such a revolutionary change to energy domains? The short answer is no.

Cover Story

Harold Hamm, Energy Whisperer

Harold Hamm has taken on many challenges, including lifting the oil export ban and proving the viability of the Bakken, but his latest may be his most daunting: explaining Trump.

Feature

Basis Differentials Scorecard: The Dilemma Of Diffs

Differentials between basins are subject to wide swings as new pipeline capacity comes online.

Debunking The New Energy Economy

While a groundswell rises worldwide to replace hydrocarbons with renewable energies—and sooner rather than later—do physical realities support such a revolutionary change to energy domains? The short answer is no.

Executive Q&A: Of Capital And Consolidation

The CEO of Houston energy-focused investment bank Tudor, Pickering, Holt & Co. says it’s not time to panic as investors flee the oil and gas space, but structural change is inevitable to adapt to the new marketplace.

Global Oil Supply Seems Bullish

Shale has relegated peak oil supply concerns to the dustbin of history; now worries are focused on the potential for peak demand.

Midstream Bruised But Big Potential

Cheap metrics and simpler structures mean midstream names offer attractive total returns.

T. Boone Pickens

The oil and gas industry has lost one of its most colorful, controversial and successful icons, a huge advocate of natural gas and U.S. energy independence.

The Wyoming D-J Expands

Operators are drilling what they call “a bigger, better Codell” in Wyoming.

A&D Trends

A Welcome Dis-Transaction

President Donald Trump’s proposal to buy Greenland has been a great distraction for the current dissatisfying upstream M&A market.

At Closing

First-Page Men

When most people pass away, that sad event does not make the first page of any newspaper.

Capital Markets

Capital Market News

In case you missed it, here is recent news from the capital markets.

Despite Uncertain Times, Investment Firms Still Seek Opportunities

In these short discussions, hear what five firms have to say about strategy, outlook and their latest deals.

Investors And Bankers Want Returns, Not Growth

Out-of-favor independents may look good again as a contrarian mood emerges—but many considerations weigh on the sector.

Sequel Energy: Act II

This GSO-backed specialist in funding DrillCo joint ventures has re-loaded with a further $500 million. Here's how it fills a gap for E&Ps needing funding.

E&P Momentum

Consolidating The Yeso

In the what-have-you-done-for-me-lately world of Permian Basin oil and gas, New Mexico’s Northwest Shelf has, until now, escaped public notice.

From the Editor-in-Chief

From OGI Editor-In-Chief: Your License To Operate Might Be Expiring

Some Democratic presidential candidates are campaigning to ban hydraulic fracturing within the oil and gas industry nationwide if elected in 2020. What if?

On the Money

On The Money: Raking Through The E&P Wreckage

E&Ps’ focus is on reducing costs, lowering FCF breakevens, bolstering balance sheets, lengthening liquidity runways and returning cash to investors through dividends and share buybacks, one investment banking firm says.