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London, United KingdomPetroEquity Signal news
PetroEquity Signal founder Oberon Houston will join global upstream leaders at the fourth World Energies Summit, a two-day forum focused on the strategic issues shaping the international oil and gas industry.
The latest
01Energean turned discovered East Med gas into a financeable public-market success. The harder question now is whether the same commercial skill can support a broader E&P company when debt, dividends, reservoir risk and geopolitics all matter.
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02The US Treasury’s rather fruitless attempt last week to take up some of the slack in demand for long-dated government bonds followed a sharp move in a market that normally sits quietly beneath almost every other cost of capital. Gross US federal debt recently passed $40 trillion. The broader OECD sovereign picture is not especially comforting either, with many governments carrying much larger debt burdens than before the financial crisis. It would be an exaggeration to describe the present situ
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03Talos Energy’s move from founder Tim Duncan to former Shell executive Paul Goodfellow raises a wider question: what really prepares someone to lead a small or mid-cap E&P, where individual judgement on assets, capital and M&A can shape the whole company?
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New episodesPetroEquity Conversations
Conversations with Oberon Houston exploring the research, evidence and strategic questions behind PetroEquity Signal articles.
Browse every episodePetroEquity podcast · 21:44
Higher sovereign yields are changing the economics of corporate debt, refinancing and capital allocation. For oil and gas, the risk is sharper: financing costs can stay high even if oil falls, leaving balance-sheet strength to determine who can invest, acquire and survive.
View episodePetroEquity podcast · 41:05
Talos replaced founder Tim Duncan with Shell veteran Paul Goodfellow. What can Big Oil executives bring to independents, what may their careers leave untested, and why does the right CEO depend on what the company needs next?
View episodePetroEquity podcast · 47:03
In the final Boardroom Special, Jessica and Oberon ask who might act on their Shell–BP analysis. The search for a mandate leads somewhere unexpected: Houston, and a potential sale or US listing of BP’s American upstream business.
View episodeIndependent by design
About PetroEquity Signal
PetroEquity Signal covers corporate strategy, portfolio choices, M&A, governance, valuation and shareholder returns across the oil and gas sector. It is written from the perspective of an oil and gas investment banker, combining sector experience with a focus on corporate judgement and market outcomes.
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