Publications: Notes at the Margin

From London to Denver: From Stranded Reserves to Enforced Stranding (October 15, 2018)


Today, the general media seems to view the subject of oil and money as boring and irrelevant. The apparent lack of interest in oil and hydrocarbons has important implications for the industry, given that key industry managers believe their firms will need large investments in the future. The first Oil & Money conference happened when money was flowing rapidly from developed oil-consuming nations to oil-producing countries. The world's leading bankers trekked to London to listen and talk with representatives from producing countries who were seeking cash. Analysts, too, went to London to gather information and assess the prospects of the major oil companies. Today, it is the majors' executives seeking the attention of bankers, analysts, and, most critically, investors.


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