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Tag: editorinchief
From Oil and Gas Investor Editor-in-Chief: The Bear Case Privates
2021-05-08 00:00:00| OGI
As public E&Ps promise capital discipline and slow or no growth through 2021, an unexpected and potentially price-busting trend is developing behind the scenes. Could private oil and gas producers ruin it for everyone?
From Oil and Gas Investor Editor-in-Chief: Green Shoots for Black Gold
2021-04-02 19:00:00| OGI
The social and regulatory environment to demonize fossil fuels could have unexpected near-term consequences for those that wish for green-only subsistences.
From Oil and Gas Investor Editor-in-Chief: The Denial of the Euro Majors
2021-03-08 10:00:00| OGI
Shell joins fellow Euro majors in messagingand capitalizinghuge green energy business redirections. By their urgent actions, you would think these majors wholeheartedly believe oil and gas demand is fading to zero fast. But is it?
From Oil and Gas Investor Editor-in-Chief: Dont Get Too Comfortable at $50 Oil
2021-02-05 10:00:00| OGI
Who doesnt love $50 oil? Finally, again! But hold your capex increases: basing your profit margins on OPECs benevolence is a risky business.
Tags: too
gas
oil
comfortable
From Oil and Gas Investor Editor-in-Chief: The ESG Ultimatum
2021-01-08 22:00:00| OGI
The oil and gas industry urgently adapted and responded to the double black swan events of 2020the COVID-19-induced global demand destruction and the OPEC+-driven supply glut, but it must also mobilize as fervently to the third black swan of 2020, the ESG directive.
Tags: gas
oil
investor
ultimatum