Oil & Gas Group
This group brings together those who are interested in topics around oil and gas exploration, drilling, refining, and processing.
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Brazil’s onshore oil renaissance
The oil market is entering a period of structural volatility amid upstream underinvestment and extreme uncertainty over long-term demand. Against this backdrop, short turnaround investments that can get barrels to market quickly are highly sought-after. The chastised US shale space is sitting on its hands, opening a small-scale but high-margin investment opportunity in the Brazilian onshore space as national oil company Petrobras retreats from the sector.
Brazil’s onshore oil renaissance
DEEP-DIVE: The energy transition is roiling oil prices, favouring short-cycle investments
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