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Listen "WE045 – MLBA Rule Changes, Defining Balance, and O&G Equity Markets with Arjun Murti, Partner at Veriten"
Episode Synopsis
In this insightful episode of Wicked Energy with JG, host Justin sits down with Arjun Murti, Partner at Veriten, to explore various aspects of the energy industry. They delve into Arjun's journey from a high-pressure career at Goldman Sachs to finding work-life balance at other organizations that ultimately led to landing at Veriten, a Houston-based energy research, strategy, and investing firm. The discussion highlights the importance of strong balance sheets for energy companies, especially in the face of reduced capital availability for traditional energy sources like oil and gas.
Arjun shares insights on the need for oil and gas companies to consider having zero net debt to minimize dependence on external markets or banks, and the importance of capital discipline and reinvestment in the industry. They examine the challenges faced by European oil companies and the potential shift back toward traditional energy production.
Focusing on the future of the energy sector, the conversation covers the U.S. shale industry, natural gas, and the need for companies to diversify and explore alternative sources. They also discuss the growth potential of the natural gas industry, the role of U.S. and Canadian LNG exports in providing cleaner energy to countries in need, and the significance of addressing energy poverty in Africa by utilizing local resources and encouraging investment.
Lastly, Arjun talks about his involvement in 'The Cob Tuesday' podcast and his work on LinkedIn, Twitter, and Substack, where he shares free content to promote energy education.
If you are interested in learning more or connecting, see the links below:
LinkedIn: https://www.linkedin.com/in/arjun-murti-energy-analyst/
Substack: https://arjunmurti.substack.com/
Website: https://veriten.com/
Wicked Energy
For more info on Wicked Energy, please visit www.wickedenergy.io.
For the video version, please visit the Wicked Energy YouTube channel at https://www.youtube.com/channel/UCL5PSzLBnSb7u1HD1xmLOJg
If you or your company are interested in starting a podcast, visit https://www.wickedenergy.io/free-guide for a free guide on creating a successful podcast.
Lastly, if you have any topics or guests you'd like to hear on the show, please email me at [email protected] or send me a message on LinkedIn.
Arjun shares insights on the need for oil and gas companies to consider having zero net debt to minimize dependence on external markets or banks, and the importance of capital discipline and reinvestment in the industry. They examine the challenges faced by European oil companies and the potential shift back toward traditional energy production.
Focusing on the future of the energy sector, the conversation covers the U.S. shale industry, natural gas, and the need for companies to diversify and explore alternative sources. They also discuss the growth potential of the natural gas industry, the role of U.S. and Canadian LNG exports in providing cleaner energy to countries in need, and the significance of addressing energy poverty in Africa by utilizing local resources and encouraging investment.
Lastly, Arjun talks about his involvement in 'The Cob Tuesday' podcast and his work on LinkedIn, Twitter, and Substack, where he shares free content to promote energy education.
If you are interested in learning more or connecting, see the links below:
LinkedIn: https://www.linkedin.com/in/arjun-murti-energy-analyst/
Substack: https://arjunmurti.substack.com/
Website: https://veriten.com/
Wicked Energy
For more info on Wicked Energy, please visit www.wickedenergy.io.
For the video version, please visit the Wicked Energy YouTube channel at https://www.youtube.com/channel/UCL5PSzLBnSb7u1HD1xmLOJg
If you or your company are interested in starting a podcast, visit https://www.wickedenergy.io/free-guide for a free guide on creating a successful podcast.
Lastly, if you have any topics or guests you'd like to hear on the show, please email me at [email protected] or send me a message on LinkedIn.
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