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