Insight
Notes from the road: Oklahoma City's rebound
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Report summary
Oklahoma City producers include large sector leaders, restructured operators, and niche private equity strategies. The companies possess diverse assets and strategies, but a common characteristic is that they are all firing on all cylinders in the current environment. We met with numerous management teams to discuss opportunities, concerns, and to help us better connect the dots between the micro and the macro. Some points reinforced our beliefs, while other learnings prompt new evaluation. Read through for a complete summary of key notes and considerations from our recent research meetings.
Table of contents
- 1.) OFS bottleneck solutions looking further out
- 2.) Lack of alignment between private sellers and public buyers
- 3.) New energy investment appetite is not materially picking up
- 4.) Mixed interest in US LNG export opportunities
- 5.) Inflation alone will force budgets higher
- 6.) Midstream impacting activity more than meets the eye
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