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A Cost Benefit Analysis of Increased OCS Bonding

The Opportune 2023 Study has been conducted to independently calculate the OCS plugging and abandonment (P&A) liability, assess the risk such liability poses to the U.S. taxpayer, and perform a cost-benefit analysis of how...more

Exploring The ‘S’ In ESG & What To Expect In 2023 [Audio]

On this episode of E2B: Energy to Business, host Steve Hendrickson, President of Ralph E. Davis Associates, an Opportune company, catches up with two of Opportune’s Directors, Linden Nicosia and Katie-Rose Herd to get a...more

Exploring The ‘S’ In ESG & What To Expect In 2023 [Audio]

When people in the energy industry think of ESG they tend to focus on the “E”, or environmental component. However, little attention is given to the “S”, or social aspect of ESG, which can play a big role in how the industry...more

US Natural Gas: An Ongoing Success Story

Natural gas doesn’t tend to get as much attention as oil does, probably because we all buy gasoline directly every week, but much of our consumption of natural gas is hidden in other things we buy (electricity, food, and...more

US Inflation Reduction Act Aims To Give Carbon Capture A Boost, But Will It Take Off?

On August 16, 2022, President Biden signed the landmark “Inflation Reduction Act” (IRA) into law, which contains several renewable energy tax breaks to help companies and U.S. consumers transition to clean energy. While the...more

The Limits Of Interdependence

I read a very informative essay recently in Foreign Affairs magazine, titled “When Trade Leads to War: China, Russia and the Limits of Interdependence”, by Dale Copeland. It examines the Russian invasion of Ukraine and...more

SPR Crude Oil Releases—It’s Complicated

There have been media reports recently that have discussed the disposition of crude oil that is being released from the Strategic Petroleum Reserve (SPR). You may recall that the Biden Administration ordered emergency sales...more

Volatile Market Conditions Create Unique Challenges To Managing Price Risk

I had the pleasure of moderating one of the panels at the World Oilman’s Minerals and Royalty Conference (MARC) held in Houston. The title of our session was “Managing Risk”, which of course is an extremely broad topic. We...more

Is Oil Price Volatility Increasing In The Long Run?

If you’re like me, you probably feel that the volatility of oil prices has been very high in the past couple of years. After all, oil prices were well above $100/bbl recently and had a negative price scarcely two years ago....more

3/23/2022  /  Hedging , Oil & Gas , Oil Prices , Russia , Ukraine

Why Are E&Ps Slow To Respond To Higher Oil Prices?

Over the last several months (and right up to today) some of the headlines published in various media outlets have addressed the slower-than-expected response of operators to increase drilling activity as oil prices have...more

2/22/2022  /  EIA , Energy Sector , Oil & Gas , Oil Prices , OPEC

Key Takeaways From The IPAA Private Capital Conference

Last week, the Independent Petroleum Associate of America (IPAA) hosted its annual Private Capital Conference in Houston. This year’s theme was “The Realities of the Energy Transition” and I thought it was one of the better...more

CCUS: Understanding The Class VI Permitting Process [Audio]

Steve Hendrickson, President, and John Beaird, Vice President, of Ralph E. Davis Associates, an Opportune LLP company, discuss why the Class VI permitting process with state and federal regulators for carbon capture,...more

Navigating The Class VI Injection Permit Process For Carbon Sequestration

Developing a carbon sequestration project requires multiple technical disciplines, excellent project management skills, and the ability to adapt the technical work processes to the unique aspects of the specific project....more

5 Key Takeaways From NAPE Summit

Here are five key takeaways from the NAPE Summit in Houston....more

2021 NAPE Summit: Top 10 Energy Industry Trends

At the 2021 NAPE Summit, decision-makers, prospect generators, financiers, E&P operators, and service providers will finally return in person in Houston at the George R. Brown Center on August 18-20 (virtually from August...more

2021 NAPE Summit: Energy Takes Center Stage [Audio]

Steve Hendrickson, President of Ralph E. Davis Associates, an Opportune LLP company, Grant Johnson, Assistant Chairman of the NAPE Advisory Board and current President of Lone Star Production Company and Helmsman Minerals...more

Carbon Capture & Storage: The Race To Net Zero [Audio]

Steve Hendrickson, President of Ralph E. Davis Associates, and Harrison Perrin, Petroleum Engineer with Ralph E. Davis Associates, discuss why carbon capture and storage technologies are set to have a measurable impact on the...more

E&P Trends: Upstream Oil & Gas Scale Premium Persists

Are publicly traded upstream oil and gas companies’ trading multiples reflecting a size premium?...more

Carbon Capture Rising

As interest in carbon capture, utilization, and sequestration (CCUS) grows, it also creates a significant opportunity for the upstream oil and gas industry....more

Here Are 4 Reasons Causing ‘Dead’ DUCs

Find out what may be causing “dead” DUCs, including why some of them may have never actually hatched....more

Can Positive Free Cash Flow Be Achieved In Today’s Upstream Oil & Gas Industry?

As growth slows and investor expectations change, achieving positive cash flow will be crucial going forward in 2021. Originally published in NAPE Magazine, January 2021 ...more

Post-Pandemic Demand, Pricing Point To Optimistic Natural Gas Outlook - Part 1 [Audio]

Steve Hendrickson, President of Ralph E. Davis Associates, an Opportune LLP company, gives his perspective on what to expect in the natural gas market in 2021....more

Top 3 Energy Trends To Watch In 2021

Looking ahead, here are a few themes I think will play a role in 2021, which are a continuation or evolution of where we’ve been in 2020....more

2020 Year In Review: 10 Trends That Reshaped The Oil & Gas Industry

2020 was a tumultuous year for the oil and gas industry, but there’s still reason for optimism. Originally published in The Weekly E&P Update Newsletter, December 22, 2020. ...more

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