Water Tower Hour Recap
Al Petrie, founder of Al Petrie Advisors, joined us on the Water Tower Hour podcast to recap the 2024 Louisiana Energy Conference, which was held from May 28-30, 2024, in New Orleans. Those interested can listen to the episode on Apple Podcasts, Spotify, or on our website. The 24th annual edition of the conference included wide-ranging panel discussions covering all facets of the traditional oil & gas industry, along with energy transition, capital formation, and regulatory issues. Representatives and industry experts from more than 90 organizations participated in the discussions. The conference had more than 500 registrants. The panel format allowed senior-level executives to interact with one another and address issues confronting their own companies and the broader industry. Resulting discussions provided attendees with insight into strategies companies are utilizing to grow their business and deal with the changing energy landscape. Most of the traditional energy panels touched on how the three Cs (commodities, consolidation, and costs) are affecting their business outlooks. Oil price stability is more conducive to long-term planning than the volatility in the market in recent years. Expected growth in LNG exports from the Gulf Coast could support a more constructive natural gas market in the coming years. Consolidation is affecting both the E&P and oilfield service segments of the traditional oil & gas industry. The upstream consolidation wave could continue and ultimately create opportunities for smaller public and private companies to capitalize on asset portfolio rationalization. The recent initial public offerings of TXO Partners and Mach Natural Resources suggest there is still an investor appetite for small-cap oil & gas producers. Managements’ efforts to increase capital and operational efficiency to control costs are industry constants. On the capital side, the push toward longer horizontal laterals and complex completions is an effort by E&P operators to maximize capital efficiency and economic returns. For service providers, greater well complexity creates revenue opportunities. Operationally, E&P companies are seeking produced water solutions and creative ways to invest in more reliable electric power generation to manage costs. In an evolving energy industry, there will certainly be new topics to address at the 25th annual edition of the Louisiana Energy Conference scheduled for May 27-29, 2025, in New Orleans.
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