Dedicated to the hottest trends in the oil & gas industry, these episodes will feature debates and discussions with senior oil & gas executives and investors focused on pioneering ideas transforming the oil & gas industry.
Tom Petrie joins us from Petrie Partners. During the episode, Tom talks about the Rise of Putin, the US/China trade war, the competitiveness of US shale, and Middle Eastern geopolitics and how they have all played a part in creating the current state of affairs in the O&G Industry.
Recorded on 20 April 2020
Adam Waterous – CEO of Waterous Energy Fund joins us to discuss his theory of “Peak Permian”, which describes current US production levels as unsustainable and grossly uneconomic. During the episode, Adam explains how the emergence of unconventional fracking technology has caused a structural shift in the oil & gas industry, thus leading to the destruction of M&A demand and a call for change in the industry’s current operating and investment models. With the effects of COVID-19 & the Oil Price War in full force, Adam describes how his theory of “Peak Permian” is not only being validated but also sped up.