Bad Moon Rising - Oil Producers Focus on High-Grading Crude Portfolio as Gas Price Impact is Minimal

21/10/2024 14 min
Bad Moon Rising - Oil Producers Focus on High-Grading Crude Portfolio as Gas Price Impact is Minimal

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Episode Synopsis

The upcoming presidential election has filled the airways with discussions around crucial issues, some with dramatic short-term (yet highly variable) impacts and others that will play out over several years. The impact of the critical short-term issue facing oil and gas producers today — historically low natural gas prices — varies depending on the structure of individual company portfolios. In today’s RBN blog, the last of our four-part series, we analyze the effect of lower gas prices on the revenues, cash flows, investment, leverage and cash allocation of Oil-Weighted E&Ps and discuss how they are adapting. 

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