OGI July 2020

Oil and Gas Investor Magazine - July 2020

Private operators ponder best time to restart shut-in production and resume activity.

Zero- and lightly levered private operators throughout U.S. oil basins are on the lookout to buy—and not just where they operate currently. In Oil and Gas Investor's cover story, five producers—in Wyoming, Oklahoma, Colorado and South Texas—share their plans.

Also in this issue:

  • Management consultant CEO Alan Carnrite was an active player in the flurry of mergers in the oil and gas industry 20 years past. He thinks the industry once again is ripe for a house cleaning.
  • After years of hoping for oil prices to return to better days, the magical thinking by optimistic E&Ps is out, and private-equity firms are poised to pounce.
  • In a time of industry stress and uncertain recovery, it may be hard to find a few good stories, but restructuring to emerge as a roll-up vehicle is one way forward.
  • Capital investment in digital technologies is helping evolve the energy industry.

Cover Story

Private Reserves: An Outlook from Private Oil Producers

Zero- and lightly levered private operators throughout U.S. oil basins are on the lookout to buy—and not just where they operate currently. These five producers—in Wyoming, Oklahoma, Colorado and South Texas—share their plans.

Feature

Alaskan Exploration: A Partner for Pantheon

Analysis of recently completed geophysical work points to an estimated 1.8 Bbbl of oil in place at Pantheon’s Talitha project on Alaska’s North Slope. But in the midst of an oil price collapse, will anyone join them to dance?

E&P Company Turnaround: Rebuilding Pedevco

In a time of industry stress and uncertain recovery, it may be hard to find a few good stories, but restructuring to emerge as a roll-up vehicle is one way forward.

E&P Private-equity Strategy: Plans, Schemes and Broken Dreams

After years of hoping for oil prices to return to better days, the magical thinking by optimistic E&Ps is out, and private-equity firms are poised to pounce.

Energy Tech Ventures: The Digital Frontier

Capital investment in digital technologies is helping evolve the energy industry.

Midstream Contracts: Joined at the Pipe

Producers and midstream operators must work together to survive, and contract renegotiations could be part of that effort. Here are some key considerations for when companies have to come to the table.

Oil and Gas Investor Executive Q&A: Putting Together the Pieces

Management consultant CEO Alan Carnrite was an active player in the flurry of mergers in the oil and gas industry 20 years past. He thinks the industry once again is ripe for a house cleaning.

A&D Trends

A&D Trends: Supermajors Unlikely Acquirers of Distressed E&Ps

Years of M&A since the last downturn have produced suboptimal returns, which may lead oil and gas majors to focus on asset-level deals.

At Closing

Oil and Gas Investor At Closing: OPEC’s Dilemma, Shale’s Hope

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.

From the Editor-in-Chief

From Oil and Gas Investor Editor-in-Chief: The Great Awakening

Following a hurricane-like second quarter, the good news is the third quarter has arrived, and the oil and gas industry is at work cleaning up debris and trying to find a sense of normalcy. The questions are in what order, and will the calm winds last?