With the advent of the shale era and the price volatility of the past few years, investors appear to be losing faith in an industry facing short- and long-term challenges. The challenge of the industry, requiring a high level of investments, appears to be on a collision course with investors looking for stronger capital discipline and higher shareholders return. This panel of shareholders will discuss the challenges ahead in investing in oil and gas.
With shareholders increasingly focused on returns, how is the US shale sector adapting to this financing constraint, and what are the structural impact of this shift on growth, competition, private financing and business specialization? How has this impacted international financial stakeholders and their investments in global E&P?
Were last winter’s 40% price swings in oil and natural gas unique events or the new normal? What does the unleashing of North America’s Permian oil and gas portend for global markets? How are global coal markets impacting Henry Hub? Where are LNG markets headed? What does a slowing China economy mean for European gas prices? Join us as IHS Markit experts answer these questions and share their thoughts for global markets in 2019.