Pew Pew - 44% Pro

Pew Research: 44% of Americans Support Fracking; After M&A, Some ‘Stingy’ E&Ps Plan to Hold Operated Shale Inventory; ‘Worried’ E&Ps Keep Merging as Shale Ages, Costs Rise—Kimmeridge; Post Oak Backs New Permian Team, But PE Faces Uphill Fundraising Battle.

Author

Rob Quigley
October 14, 2024

Good morning. Pew is out with a new poll showing that 44% of Americans support fracking (controversial spelling, I know...). 53% oppose. We have work to do on public sentiment! In other news there are still very interesting articles coming out after the Hart Energy Capital Conference. Kimmeridge stirring the pot as usual and Frost and the Post Oak team backing an Ex - Concho team (Ichthys). Quiet Friday/weekend on the deal front. Let's drill down!

Daily Headlines

  • Pew Research: 44% of Americans Support Fracking Pewresearch

  • After M&A, Some ‘Stingy’ E&Ps Plan to Hold Operated Shale Inventory Hartenergy

  • ‘Worried’ E&Ps Keep Merging as Shale Ages, Costs Rise—Kimmeridge Hartenergy

  • Post Oak Backs New Permian Team, But PE Faces Uphill Fundraising Battle Hartenergy

  • Gas Crunch Looms as Demand Outpaces Supply Growth Oilprice

  • Conoco Phillips gets U.S. approval to restart operations in Venezuela Offshore Technology

  • European oil majors will not ape Equinor’s renewables opportunism. FT.com

  • Oil markets react to Israel-Iran tensions with volatile trading Rigzone

  • Federal interest rate cuts could impact M&A in energy sector Bizjournals

  • Diamondback Energy lowers guidance due to weaker oil and gas prices Boereport

Deal Flow

IPO/Direct Listing/Issuances/Block Trades

  • Delek raises $166 million in public offering to repay debt Hart Energy

Debt

  • BP’s debt increases in Q3, driven by weak refining performance World Oil

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.

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