Trends

Restructurings , Exploration & Production , Markets , Shale Plays , Acquisitions & Divestitures , Trends

PATH FORWARD: Evercore’s James West on Chevron-Noble Energy Deal, Shale Outlook

“M&A has started to pick up. You saw a deal announced with Chevron buying Noble. We would expect to see more of those,” James West, senior managing director of Evercore ISI, says.

July 21, 2020

Business , Private Equity , Acquisitions & Divestitures , Trends

Minerals Private Equity: Weathering the Storm

Private-equity companies and their mineral portfolios have been quick in their response to the dramatic slowdown of drilling activity in the shale patch.

July 20, 2020

Acquisitions & Divestitures , Trends

Energy A&D Transactions from the Week of July 15, 2020

Editor’s note: there were no updates from the previous week’s A&D transactions chart that ran July 8.

July 15, 2020

Public Capital , Shale Plays , Trends

Minerals Stocks: Tarnished Crown?

Minerals and royalties companies, favored by investors for the past few years, are now facing their first real test as the pandemic exposes their reliance on E&Ps to generate revenue.

July 14, 2020

Private Equity , Acquisitions & Divestitures , Trends

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.

July 9, 2020

Acquisitions & Divestitures , Trends

Energy A&D Transactions from the Week of July 8, 2020

Here’s a snapshot of recent energy deals including the acquisition of Dominion's natural gas transmission and storage segment by Warren Buffett’s Berkshire Hathaway in a transaction worth nearly $10 billion.

July 8, 2020

Investment , Trends

PATH FORWARD: Production Lending Execs on Which Deals Are Still Closing

Abhishek Kumar and Ryan Childs of Production Lending explain what lending to oil and gas operators in the ‘new normal’ looks like.

July 8, 2020

Business , Private Equity , Shale Plays , Trends

Private Minerals Companies: Solid (Relatively) as the Rock

A brutal downcycle hurts all, but don’t mistake mineral portfolios with struggling E&Ps. The nature of their part of the business means less risk but greater stability in times like these.

July 7, 2020

Business , Private Equity , Exploration & Production , Shale Plays , Acquisitions & Divestitures , Trends

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.

July 6, 2020

Company Profiles , Shale Plays , Water Management , Trends , Midstream

PATH FORWARD: CEO Justin Love on Blackbuck Resources’ Unique Position

Blackbuck Resources CEO Justin Love says a unique background and being debt-free has allowed opportunities for the Houston-based midstream company through this tumultuous time. 

July 2, 2020