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Drill Baby Drill Again
Trump's win spurs optimism among oil and gas investors; Energy Transfer CEO calls Trump victory a boost for industry; Citi predicts Trump win will weigh on oil prices till 2025
Good morning. Many O&G companies are working to bake in the consequences of another trump presidency Let's drill down.
Daily Headlines
Trump's win spurs optimism among oil and gas investors Rigzone
Energy Transfer CEO calls Trump victory a boost for industry Financial Post$$$
API praises Trump, cites oil’s role in economic growth World Oil
Citi predicts Trump win will weigh on oil prices till 2025 BoeReport
Trump’s win could pressure oil prices through 2025, analysts say BoeReport
Analysts weigh in on oil market impacts of Trump’s victory Hart Energy$$$
Biden admin plans next Alaska oil, gas auction amid controversy Pipeline Journal$$$
Devon Ups Delaware Basin Ante With 21-Well Pad, Secondary Zones Hart Energy$$$
Moelis’ Cantor: Trump to Make American Energy Investable Again Yahoo Finance
Deal Flow
M&A/Investment
Venture Global gains federal approval to introduce gas into LNG plant, boosting U.S. LNG capacity Natural Gas World
VSO is the go-to consulting firm for buy-side technical due diligence. We can handle all your technical evaluations or can be your spare capacity when you need overflow help. If you’re in the deal flow, let’s work together.
Only the Finest, Refined Memes:
Meme of the Day: #3
Investment bankers realizing that Lina Khan will be gone soon
— litquidity (@litcapital)
7:11 PM • Nov 6, 2024
Meme of the Day: #2
Nate Silver is like the sell-side analyst who says a stock is fairly valued, expecting them to beat earnings this quarter, only to see the company file bankruptcy the following day
— junkbondinvestor (@junkbondinvest)
11:56 PM • Nov 6, 2024
Meme of the Day: #1
LNG export licenses are back on the menu, boys.
— Paul Phillips (@BlueFlameBlues)
5:29 PM • Nov 6, 2024