FireBird Energy II LLC、Garrison Energy 和 Javelin Energy Partners 的高管 5 月 22 日在德克萨斯州沃思堡举行的 Hart Energy SUPER DUG 活动期间表示，美国二叠纪盆地仍然提供有吸引力的商机。

FireBird Energy II LLC 首席执行官特拉维斯·F·汤普森 (Travis F. Thompson) 在题为“交易撮合者圆桌会议”的小组会议上表示：“我认为二叠纪盆地仍然有很多被忽视的资产。”米德兰方面——[并且]我们将其视为我们可以建立另一个规模业务的地方。”

汤普森表示，机会是存在的，但企业需要走出去寻找机会。他表示，他的公司从各个角度审视交易，包括 ESG 和解决交易缺陷。

“能够开出 5 亿美元支票的私募股权公司数量是 10 年前的三分之一，”汤普森补充道。

在二叠纪盆地的机遇中，该盆地必须应对大量资本逃离该行业的事实。尽管许多公司仍然关注回报，但赚钱和产生自由现金流和回报的机会仍然存在。

二叠纪盆地面积约 250 英里宽、300 英里长，由德克萨斯州西部的 7,000 多个油田组成，其子盆地包括特拉华州和米德兰州。根据达拉斯联邦储备银行的数据，二叠纪盆地占美国石油产量的近 40%，天然气产量的近 15%。

Garrison Energy 首席执行官 Caleb Weatherl 在 Hart Energy 的《石油和天然气投资者》杂志主编 Deon Daugherty 主持的讨论中表示，现在系统中用于石油和天然气交易的资本减少了。

“但是]一些交易的资金已经存在——环境正在变得更加有利，”韦瑟尔说。

该小组成员还谈到了公共部门未来的挑战以及私营公司将或可能被收购的内容。他们表示，当前的环境为该行业创造了机会，要么发展大规模的现金流业务，要么为一家可能被上市公司收购的公司创造机会。

Javelin Energy Partners 总裁兼首席执行官约翰·雅各比 (John Jacobi) 表示，“我们的建议永远是可以出售的”，尽管业界不断传出该公司已陷入困境的声音。

“我听说我们的整个职业生涯的石油和天然气都快用完了。好吧，我们还在这里，”雅各比说。

The U.S. Permian Basin still offers attractive business opportunities, executives with FireBird Energy II LLC, Garrison Energy and Javelin Energy Partners said May 22 during Hart Energy’s SUPER DUG event in Fort Worth, Texas.

“I think there are a lot of overlooked assets still in the Permian,” FireBird Energy II LLC CEO Travis F. Thompson said during the panel titled ‘The Dealmakers’ Roundtable.’ “We’ve been focused on the Midland side… [and] we see it as a place where we can build another scaled business.”

Thompson said opportunities exist but companies need to go out and find them. He said his company looks at deals from all angles, including ESG and fixing deal shortcomings.

“The number of private equity companies that can write a check for $500 million is a third of what it was 10 years ago,” Thompson added.

Amid the opportunities in the Permian, the basin has to deal with the fact that a lot of capital has fled the sector. While many companies remain focused on returns, opportunities to make money and generate free cash flow and returns are still there.

The Permian covers an area some 250 miles wide by 300 miles long and is composed of over 7,000 fields in West Texas, with sub-basins including the Delaware and Midland. The Permian accounts for nearly 40% of all oil production in the U.S. and nearly 15% of its natural gas production, according to the Federal Reserve Bank of Dallas.

There is just less capital in the system now for oil and gas deals, Garrison Energy CEO Caleb Weatherl said during the discussion led by Deon Daugherty, editor-in-chief of Hart Energy’s Oil and Gas Investor magazine.

“[But] the money is there for some deals… the environment is becoming more favorable,” Weatherl said.

The panelist also talked about future challenges from the public side and what private companies would or could be acquired. The current environment creates an opportunity for the sector to either develop a large-scale cash flow business or a company to potentially be acquired by a public company, they said.

“My advice is always be for sale,” Javelin Energy Partners President & CEO John Jacobi said, despite the constant noise around the industry about it being on its last legs.

“I’ve heard that we’re running out of oil and gas for my whole career. Well, we’re still here,” Jacobi said.