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Sector IQ: Energy, Issue 5 - The Era of Abundance (Except For Profits)

We are living in an age of abundance these days when it comes to oil (who can even remember peak oil concerns…?). Until late 2014, production estimates, especially from North American shale plays were growing leaps and bounds. The only thing not to be found in abundance these days is profits from companies in the oil and gas space.

In this fifth issue of Sector IQ: Energy, we take a look at the energy space from both a commodity and financial perspective. Our new dashboard, on the right, highlights many of the areas we explore in detail in the report. One of only areas of financial strength which we can see has been deal volume. This may reflect the fact that while some producers cut overhead and reduce higher cost production, others have been taking the opportunity to consolidate and re-position for the future. Other areas reflect the continued lower oil price environment including lowered estimates and high risk levels.

Issue headlines:

  • Trajectory of U.S. Hydrocarbon Production Begins to Flatten
  • Oil Volumes Go Up, Profits Go Down
  • Wall Street Lowers Outlook for Exploration and Production Sector
  • High-Yield Issuance and Covenant-Lite Deals Are Still Strong in the Midst Of Stable Credit Risk
  • Vulture Watch: Credit Risk Tables and Bankruptcies
  • Accommodating Capital Markets Keep Oil and Gas Companies Afloat Amid Industry Downturn
  • Global Mergers and Acquisition Deal Value Rebounds
  • Fiscal Incentives Don't Suffice To Kickstart Private Equity Investment in the North Sea Region

You can read the rest of the Sector IQ: Energy, Issue 5 here.

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Sector IQ: Energy - Issue 5 - The Era of Abundance, Except for Profits