Oil and Gas Investor Magazine - February 2025
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In this issue of Oil and Gas Investor, Senior Editor of Shale/A&D Chris Mathews examines the lower-cost plays such as the Williston, Eagle Ford, Montney and Uinta, and why they're tempting E&Ps away from the crowded Permian. Also in this issue, Editorial Director Jordan Blum speaks with Marauder Capital's Roe Patterson about the bright future he sees for the oil and gas industry, and Editor-in-Chief Deon Daugherty speaks with Pearl Energy Investments Billy Quinn about how he and his team hunkered down during the COVID pandemic and came out thriving on the other side.
Features
E&Ps Pivot from the Pricey Permian
Lower-cost plays like the Williston, Eagle Ford, Montney and Uinta are attracting producers in pursuit of M&A deals.
The Book of Patterson: Roe on the Evolution of OFS
Roe Patterson sees a bright future for oil and gas and his new PE firm, Marauder Capital, after lessons learned.
'Heartbreak Shale' Raises Wildcatters' Hopes Again
Formentera Partners is counting on bigger completions and longer laterals to crack the Pearsall code in South Texas.
As Lateral Lengths Grow, Vaca Muerta's Output Sets Record
Chevron and Shell have backed a new crude pipeline project that aims to boost takeaway capacity—and exports—of the Argentine shale play’s oil.
Pearls of Wisdom
Billy Quinn, founder and managing director of Pearl Energy Investments, leads a team that thrives amid the oil and gas investment cycles.
The Private Equity Puzzle: Rebuilding the Portfolios
In the Haynesville, Delaware and Utica, Post Oak is supporting companies determined to make a profitable footprint.
The Aggregators
Avant Natural Resources buys small, sells big and is loving every minute of it.
Petrie Partners Offers the Private Equity Perspective
Applying veteran wisdom to the oil and gas finance landscape, trends for 2025 begin to emerge.
Cover Story
E&Ps Pivot from the Pricey Permian
SM Energy, Ovintiv and Devon Energy were rumored to be hunting for Permian M&A—but they ultimately inked deals in cheaper basins. Experts say it’s a trend to watch as producers shrug off high Permian prices for runway in the Williston, Eagle Ford, the Uinta and the Montney.
A&D Watch
The Aggregators: Avant’s Winning Formula to Deliver Returns
Avant Natural Resources buys small, sells big and is loving every minute of it.
Energy Transition
Q&A: Crescent Midstream Charts CCS Course with $1B Project
CEO Jerry Ashcroft discusses the carbon capture and storage landscape and how the company is evolving.
Finance & Investment
Q&A: OFS Private Equity Firm Founder Patterson Talks Strategy Amid Trump, Upstream M&A
Roe Patterson sees a bright future for oil and gas and his new private equity firm, Marauder Capital, after lessons learned.
Q&A: Patterson’s OFS Perspective on the Shale Boom, Pandemic and Current Upswing
Former Basic Energy Services CEO Roe Patterson details his perspective on the shale boom and the lessons learned to get back to the current upswing in the industry.
Q&A: Pearl Energy Investments Rides the Downturns for 250% ROI
Billy Quinn, founder and managing director of Pearl Energy Investments, leads a team that thrives amid the oil and gas investment cycles.
Global Energy
LNG, Data Centers, Winter Freeze Offer Promise for NatGas in ‘25
New LNG export capacity and new gas-fired power demand have prices for 2025 gas and beyond much higher than the early 2024 outlook expected. And kicking the year off: a 21-day freeze across the U.S.
Paisie: Assessing an Uncertain Energy Future in Three Scenarios
Several years ago, Stratas Advisors developed three long-term energy scenarios. A scenario depicting greater market volatility in an increasingly unstable world is appearing more likely.
Segrist: American LNG Unaffected by Cut-Off of Russian Gas Supply
The last gas pipeline connecting Russia to Western Europe has shut down, but don’t expect a follow-on effect for U.S. LNG demand.
Midstream
Polar LNG Express: North American NatGas Dynamics to Change with LNG Canada
The next major natural gas export project in North America has a location advantage with Asian markets. LNG Canada opens up a new pathway that will change the price dynamics for producers.
On the Money
Q&A: Petrie Partners Co-Founder Offers the Private Equity Perspective
Applying veteran wisdom to the oil and gas finance landscape, trends for 2025 begin to emerge.