This group brings together the best thinkers on energy and climate. Join us for smart, insightful posts and conversations about where the energy industry is and where it is going.

Tariq Siddiqui's picture
COO, Upstream EP Advisors LLC

Oil & Energy | Business Development | Capital Projects | Offshore Wind -  Proven leader in offshore development and operations, with 25+ years’ expertise in managing business through cycles...

  • Member since 2021
  • 136 items added with 95,144 views
  • Nov 5, 2021

Investors either exiting the sector or demanding greater capital discipline and lower reinvestment rates, these producers need a long-term strategy that ensures enough outside capital to fight the headwinds of increasing environment, social, and governance (ESG) imperatives


  1. Landscape is shifting toward fewer, larger companies, affording greater flexibility with scale. 
  2. Trend across the peer group of increasing free cash flow helps companies build credibility with creditors and equity investors.
  3. US Independents has 30 key producers generating US$688 billion in free cash flow from 2021 to 2030
  4. Healthy balance sheets and increased dividends are likely to attract new investors that can help companies accelerate their ESG efforts.
  5. To meet increasing investor and shareholder demands on commitments to ESG, they need to show stakeholders and potential investors that they have a long-term strategic plan for decarbonization, lower emissions, and more sustainable operations.
  6. Independents strategy is one of “disciplined growth,” wherein they scaled back development on new acreage. 


Business models that support self-funding limit the need for new equity capital, buying time to restore confidence from investors and attracting more capital by deploying their own capital.


No discussions yet. Start a discussion below.

Tariq Siddiqui's picture
Thank Tariq for the Post!
Energy Central contributors share their experience and insights for the benefit of other Members (like you). Please show them your appreciation by leaving a comment, 'liking' this post, or following this Member.
More posts from this member

Get Published - Build a Following

The Energy Central Power Industry Network is based on one core idea - power industry professionals helping each other and advancing the industry by sharing and learning from each other.

If you have an experience or insight to share or have learned something from a conference or seminar, your peers and colleagues on Energy Central want to hear about it. It's also easy to share a link to an article you've liked or an industry resource that you think would be helpful.

                 Learn more about posting on Energy Central »