Raymond James & Associates
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Adkins: Saudi Cuts to Stay, EVs are Overrated and China Matters Less
Marshall Adkins, head of energy at Raymond James, isn’t buying the prevailing wisdom that weakening Chinese oil demand, EV encroachment and a potential OPEC supply increase are legitimate threats to the oil market.
Adkins: The Overhang of Excess Oil May Not Be All that Massive
Raymond James’ J. Marshall Adkins says the market is factoring in perceptions of OPEC excess capacity from countries such as Venezuela, Nigeria and Iraq that have yet to hit their production potential—and probably won't anytime soon.
No Rush: Post-M&A Frenzy, Divestiture Market to Pick Up by 2025
Lenders with a variety of capital structures are poised to fund the upcoming portfolio rationalization in the post-consolidation era, bankers and deal advisers said at Hart Energy’s Energy Capital Conference.
Adkins: Attacks on Fossil Fuels, Overregulation Poised to Backfire
Raymond James’ J. Marshall Adkins tells Hart Energy’s SUPER DUG conference attendees demonizing oil and gas, strenuous regulations and continued inflation are bound to have unexpected consequences for E&P opponents.
Exclusive: Adkins on Challenged Gas Prices, Growing Crude Demand
J. Marshall Adkins, head of energy investment banking at Raymond James, details the future of natural gas prices and misconceptions about crude demand coming to an end in this Hart Energy Exclusive interview.
Bankers to E&Ps: Get Serious About Acquisitions or ‘Disappear’
Beyond large public companies, returns to investors are becoming a pillar of the E&P business model—from small-caps to private companies—while consolidation increasingly becomes a focus for shale players.
Energy Transition Capital Conference: E.T. Public & Debt Capital Panel
Public equity and lenders are financing decarbon and low-carbon operators. Hear more here.
OFS: Lower-for-Longer Scenario
As E&Ps jam the brakes on capex spend, the largest U.S. oilfield service providers respond in unison, cutting costs where they can and laying down equipment where they must.
From OGI Editor-in-Chief: Emergency Response to ‘OPEC-aggedon’
When the three-year Saudi Arabia-Russia production-cut marriage known as OPEC+ ended acrimoniously on March 6, the oil and gas world as we know it ended. For now.