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.
Deloitte analysts find that while peak growth has passed, the industry will remain on solid ground for the foreseeable future. But how companies choose their competitive positioning will determine the new energy order.
A webinar hosted by Stephens Inc. focused on the big energy picture as well as how post-2020 recovery looks for the industry.
The budget reconciliation package that is moving through Congress has a number of damaging provisions to the U.S. oil and gas industry.
Carbon capture, utilization and storage technologies play a critical role in the energy transition. Will the oil and gas industry learn to adapt?
Once gone to waste, flared gas is becoming the energy source of choice to power advanced computing systems used for cryptocurrency.
Sustainability-linked bonds can improve a company’s capital structure on potentially favorable terms. But energy companies must thoughtfully craft measurable and meaningful KPIs to catch this financing green wave.
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?
Shell recently ditched its prized Permian Basin assets citing emission goals. It was therefore interesting to hear ConocoPhillips, the buyer, trumpet, more than once, how far the transaction would go toward helping the Houston company reduce its emissions.
In fits and starts, the oil and gas industry has been rallying all year, but it still faces uncertain times ahead. Oil and Gas Investor Executive Editor-at-large Leslie Haines explores what to expect in the final months of 2021 and more in her monthly At Closing column.
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.