Rystad Energy & Pareto Securities' Shale and Finance Forum, Houston, June 2019

April 16, 2019

 

 

 

 

DATE
Thursday, June 20, 2019

LOCATION

The Houstonian Hotel
111 N Post Oak Ln
Houston, TX 77024
 
The registration for this event is now closed. Please contact marketing@rystadenergy.com for more information.

 

 

US shale vs. offshore projects:
Competing or complementary energy resources?

Rystad Energy and Pareto Securities jointly invite you to our Shale and Finance Forum on Thursday, June 20. During the event, experts from Rystad Energy and Pareto Securities will discuss a wide range of topics covering the shale, offshore and finance space. We'll also be joined by industry-leaders for Executive Panel discussions led by Jarand Rystad and Peder Hanssen. This unique event will offer attendees an afternoon of in-depth knowledge sharing followed by a networking reception.  

FULL AGENDA

1:00 – 1:30pm: How shale has revolutionized global upstream – Jarand Rystad, Rystad Energy

  • The increasing role of shale in global oil markets
  • IMO 2020: MGO

1:30 – 2:10pm: Short and medium-term oil market development – Nadia Martin Wiggen, Pareto Securities

  • Oil price outlook – not all oil is created equal
  • Shale vs offshore and the downstream sector
  • Relative fears facing the oil market

2:10 – 2:55pm: Shale value creation, growth and export infrastructure – Artem Abramov, Rystad Energy

  • The significance of frac interference in shale
  • The hidden profitability of shale
  • Is this just the start of the consolidation process in shale?
  • The increasing significance of the super Majors in shale
  • How quickly will US crude exports take off? Where will US crude exports gain market share?

2:55 – 3:10pm: Networking break

3:10 – 3:30pm: Financing for shale activity – Andreas Stubsrud, Pareto Securities

  • Four means to finance shale: equity, bond issuance, operating CF and asset sales
  • How does shale financing differ from offshore?
3:30 – 4:00pm: Shale supply chain performance –  Ryan Carbrey, Rystad Energy
  • Managing an oversupplied market: supply, demand and pricing of frac services and sand
  • Comparing performance metrics across service companies
  • Supplier health and constrained budgets

4:00 – 4:20pm: Could the Gulf of Mexico compete with shale activity? – Tim Bjerkelund, Rystad Energy

  • Comparing investments, sequencing and resulting production profiles
  • Optionality and ability to expand – “large fields grow overtime” vs shale “incremental drilling”
  • Do investors undervalue offshore assets and companies? Understanding reserves, the low cost of recovering contingent resources, upside potential

4:20 – 4:45pm: Executive panel: Grand slam to shale or is there still significant market share to be gained by offshore?

  • Equinor – Nicole Baird, Manager, Development & Production
  • Independence Contract Drilling – Anthony Gallegos, CEO
  • Packers Plus Energy Servies – Ian Bryant, President & CEO
  • Subsea Infrastructure Partnrs – David Russell, Chairman
  • Transocean – Jeremy Thigpen, CEO

If you have any questions, please do not hesitate to contact us. We look forward to seeing you at the event. 

CONTACT

Nick Livingstone
Head of Americas
nick.livingstone@rystadenergy.com
Phone: +1 713 992 6486

 

Jillian Fuchs
Marketing Manager, Americas
jillian.fuchs@rystadenergy.com
Phone: +1 832 982 9475