1. Oil and Gas Market Update: Oil and Gas Investors Information

    The turmoil in the energy space has been fast and unprecedented.  Historically, as oil and gas investors, we have always experienced periods of price shock. This has primarily occurred during uncertainty on the supply side — fundamentally or politically. However, in the past four weeks, we have h…Read More

  2. Below Breakeven, the Industry after a Price Collapse  

    We have spoken at length on the fundamental balancing act that drives commodity prices – supply and demand. Earlier this month the industry experienced 2 simultaneous black swan events that hit both sides of this equation. First, COVID19 knocked off a major amount of demand for oil (5-6mm bbl/d) a…Read More