Oil and Gas Investor Magazine - November 2019
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Oklahoma producers are intensifying multisection-lateral and multizone development of their liquids-rich leasehold, bringing production nearer to first spend. They’re also paring costs by millions per well, writes Oil and Gas Investor's Editor-at-Large Nissa Darbonne. This issue of Oil and Gas Investor explores how Oklahoma operators are optimizing opportunities across the state.
Also in this issue:
- E&Ps are metamorphosing from ravenous, capital-consuming caterpillars to value-oriented, cash-flowing butterflies. But will that be enough for investors?
- Overall news is mixed as challenging formational issues bedevil E&P efforts to create another Austin Chalk revival.
- Is oil and gas investing the new yachting for the super wealthy?
Cover Story
Boomers, Sooner: Oklahoma Oil And Gas Producers
Oklahoma producers are intensifying multisection-lateral and multizone development of their liquids-rich leasehold, bringing production nearer to first spend. They’re also paring costs by millions per well.
Feature
Batteries Cannot Save The Grid Or The Planet
The dream of a battery-centric energy supply is seductive, but the reality is that proponents of such a transformation misunderstand the capabilities and limitations of battery technology.
Executive Q&A: Brotherhood Of Minerals
Sanjit and Shan Bhattacharya built a nimble and flexible mineral buying company that competes on the ground with much bigger companies. And wins.
M&A Pressure: Consolidation On The Climb
There’s a near-consensus on consolidation among E&Ps, but who are the buyers, and what’s the right price?
Midstream M&A Gets Private
A majority of midstream deals are now orchestrated by private-equity buyers, and some public companies are getting big money offers to abandon their ticker symbols and go private.
Mineral Acquisitions: Valuing Nonproducing Minerals
When it comes to putting a price on dormant mineral interests, the multiple of lease bonus method has its shortcomings. Consider a market valuation method instead.
Oilfield Survivalists: Service Sector Challenges
Caught in a cutthroat competition, oilfield service companies are pitted against one another for business, E&Ps are taking advantage of an oversupplied market and a recognized-need for consolidation is crawling along.
A&D Trends
A&D Trends: Billionaire Got Back
Is oil and gas investing the new yachting for the super-wealthy?
At Closing
OGI At Closing: Shaley Insights
After a wild decade of exploration and outsized spending, the shale business has turned into a true business.
E&P Momentum
E&P Momentum: Austin Chalk Redux
Overall news is mixed as challenging formational issues bedevil E&P efforts to create another Austin Chalk revival.
From the Editor-in-Chief
From OGI Editor-In-Chief: Upsized Cash Flow
E&Ps are metamorphosing from ravenous, capital-consuming caterpillars to value-oriented, cash-flowing butterflies. But will that be enough for investors?
On the Money
On The Money: Do Dark Clouds Deepen Or Lift?
Value investors have been waiting for years to see if the broader oil and gas market will rotate from growth to value.