A&D 分钟：理解并购争夺战 [观看]

在本周的 A&D 分钟会议上，East Daley Analytics 的贾斯汀·卡尔森 (Justin Carlson) 回答了推动页岩气区块交易的因素以及这些交易在何处签署的问题。

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      A&D 分钟 | EP。56 | 56 2023 年 10 月 4 日

      哈特能源公司执行制片人乔丹·索托（Jordan Soto）：是什么推动了页岩气领域的交易？这些交易在哪里签署？这是由 BOK Financial Securities 提供支持的 A&D 分钟。

      在达拉斯举行的 Hart Energy LIVE 举行的 A&D 战略和机遇会议上，页岩气区块的驱动因素以及下一笔交易将在哪里签署是热门话题。我们采访了 East Daley Analytics 的高级能源专家、创始人兼首席商务官贾斯汀·卡尔森 (Justin Carlson)，了解库存的并购争夺战。

      East Daley Analytics 高级能源专家贾斯汀·卡尔森 (Justin Carlson)：我的意思是，首先，我们有二叠纪前 11 名生产商 26 年的库存，所以这绝对是一个值得探讨的好问题，但我们有很多库存。在二叠纪有运行的空间。除此之外，我想说的是，这可能是一个大杂烩。我认为没有任何一个盆地拥有像二叠纪盆地那样丰富的资源，但绝对有伊格尔福德盆地。还有 Powder River，还有一些 DJ 资产，所以我认为还有很多地方可以去。

      JS：这就是 A&D 战略和机遇会议上由 BOK Financial Securities 和 Hart Energy LIVE 提供支持的 A&D 分钟。通过我们的 A&D Watch 新闻通讯每周三观看新剧集。请在hartenergy.com/deals上注册。

      原文链接/hartenergy

      A&D Minute: Making Sense of M&A Scramble [WATCH]

      In this week's A&D Minute, East Daley Analytics' Justin Carlson answers the question of what drives deals across the shale patch and where those deals get inked.

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          A&D Minute | EP. 56 | October 4, 2023

          Jordan Soto, executive producer, Hart Energy: What's driving deals across the shale patch and where are those deals getting inked? This is your A&D Minute powered by BOK Financial Securities.

          The driver for the shale patch and where the next deals to be inked will be are hot topics at the A&D Strategies and Opportunities conference with Hart Energy LIVE in Dallas. We caught up with East Daley Analytics’ senior energy expert, founder and chief commercial officer Justin Carlson on the M&A scramble for inventory.

          Justin Carlson, senior energy expert, East Daley Analytics: I mean, first off, we have 26 years of inventory for the top 11 producers in the Permian, so it is definitely a good question to explore, but we've got a lot of room to run in the Permian. What I'd say beyond that, it's probably a hodgepodge. I don't think there's any one single basin that has as big a resource as the Permian, but there's definitely Eagle Ford. There's Powder River, there's still some D-J assets, so I think there's a lot of places to go.

          JS: And that's your A&D Minute powered by BOK Financial Securities with Hart Energy LIVE at the A&D Strategies and Opportunities conference. Watch new episodes every Wednesday with our A&D Watch newsletter. Sign up at hartenergy.com/deals.