Oil and Gas Investor Magazine - October 2021
In this issue:
Probing the Buyside
From Commodity to Currency
THE PATH FORWARD:
Busting Myths of Oil’s Demise
ENERGY TRANSITION PART III:
The Need for a Second Pathway
ENERGY INSIGHTS ROUNDTABLE:
Buyers’, investors’ and others’ growing demands for carbon-lite fuels and ESG in operations have U.S. gas producers and shippers stepping up to differentiate themselves from peers. The prize may be a higher price per Mcf for their products. Or it may simply mean continued existence.
Once gone to waste, flared gas is becoming the energy source of choice to power advanced computing systems used for cryptocurrency.
The choice is to invest in oil and gas equities or wait on the sidelines. Some buysiders see opportunity.
When Devon Energy Corp. and WPX Energy Inc. merged to combine strengths during the 2020 downturn, they proved one plus one equals three times the value. Looking ahead, could the new company be the next E&P juggernaut?
From the Editor-in-Chief
Even at $5 per Mcf, natural gas prices are cheap, says Tellurian Inc.’s co-founder Charif Souki. And the rest of the world is willing to take it off your hands for decades to come, he projects—despite the noise that says otherwise.