Oil and Gas Investor February 2021 Cover

Oil and Gas Investor Magazine - February 2021

The oilfield services sector retools strategies as field activity retracts.

Like the E&P sector that precedes it, U.S. oilfield services companies are facing a precipitous drop in capex for 2021. The hard reality? Adapt or die. 

Also in this issue:

  • Midland Basin-focused Earthstone Energy patiently and diligently builds scale through good times and bad. And new CEO Robert J. Anderson makes no apologies for being a small-cap, growth-oriented oil and gas producer.

  • Private equity’s interest in oilfield services is expanding the definition of what is investable.

  • Oil is rebounding but is forecast to continue to be constrained by excess production potential at a higher price. Meanwhile, U.S. natgas is all dressed up with lots of places to go.

  • A panel hosted by Stephens Inc. provided perspectives on 2020 and the outlook for 2021, addressing a variety of fundamental topics. How should companies feel as the New Year kicks off?

  • Graduate energy education takes multiple forms, and it could help industry professionals, including executives, address the sector’s present and future challenges. 

Cover Story

Oil and Gas Investor Cover Story: OFS in Transition

Like the E&P sector that precedes it, U.S. oilfield services companies are facing a precipitous drop in capex for 2021. The hard reality? Adapt or die. 

Feature

Oil and Gas Investor Executive Q&A: Earthstone on the Rise

A model of disciplined tenacity, Midland Basin-focused Earthstone Energy patiently and diligently builds scale through good times and bad. And new CEO Robert J. Anderson makes no apologies for being a small-cap, growth-oriented oil and gas producer.

Oil and Gas Investor Roundtable: A 2021 Preview

A panel hosted by Stephens Inc. provided perspectives on 2020 and the outlook for 2021, addressing a variety of fundamental topics. How should companies feel as the New Year kicks off? Cautiously optimistic is the suggestion, but that’s in part simply because the alternative is so depressing.

Oil and Gas Investor Special Report: Executive Energy Graduate Programs

Graduate energy education takes multiple forms, and it could help industry professionals, including executives, address the sector’s present and future challenges. These brief overviews of U.S.-based graduate business and technical programs are intended to help readers identify programs relevant to them.

Oilfield Services Investing: Private Equity’s Tech Pivot

Private equity’s interest in oilfield services is expanding the definition of what is investable in the OFS space.

The LNG Comeback: Natgas Shines

Oil is rebounding but is forecast to continue to be constrained by excess production potential at a higher price. Meanwhile, U.S. natgas is all dressed up with lots of places to go.

A&D Trends

Oil and Gas Investor A&D Trends: Hard, Classic Rock

Behold! Like the ancients scanning the sky for portents, large bodies are colliding in the observable M&A-verse of upstream oil and gas.

At Closing

Oil and Gas Investor At Closing: Writing a New Script

After the traumas of 2020, we see some positive signs in traditional oil and gas, although we are not naïve enough to think the industry will have smooth sailing from here on.

From the Editor-in-Chief

From Oil and Gas Investor Editor-in-Chief: Don’t Get Too Comfortable at $50 Oil

Who doesn’t love $50 oil? Finally, again! But hold your capex increases: basing your profit margins on OPEC’s benevolence is a risky business.