As previously mentioned, the report titled, "U.S. Oil and Gas Going Places: Parsing a Midstream Perspective," is available. After detailing shale oil developments, trends and players in production for over a year, this inaugural report kicks off hopefully a first of many. Many of the articles that chronicle these developments are housed on Seeking Alpha. However, over the last five months, I have spent time delving into how the trends in shale oil and gas production are trickling down to the midstream area. In June, I was very fortunate to interview Energy Transfer CEO Kelcy Warren. The interview from D CEO's October special oil and gas issue inspired the report; the report is the backstory to some of the interesting investment choices and directions of Energy Transfer but also indications and analysis of the larger trends occurring in the industry. Link to the report page.
Disruption is happening in oil and gas in unimaginable ways. North Texas leaders—astute, seasoned or young—are leaning into a cresting wave of opportunity in energy.
Seeking Alpha’s Investor Summit in NYC featured a full day of macro economic, energy, AI, crypto and other investment themes and approaches to manage portfolios.
On a temperate mid-January day, I flew South to the Texas Triangle with chief executive Randy Kendrick to visit Sandow Lakes Ranch. I liken his development to the best case of reindustrialization and circular economy envisioned. Many hands were involved and forces at play…
The SXSW IVY Family Office Network conference revealed many trends, and importantly, what investors and entrepreneurs are advancing. Most importantly, the people. Shout out to women for Women’s History month with a few curated inspirations.
