Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Might as Well Jump! - EOG Resources, Upbeat on Utica Condensate, Doubles Down With Encino Deal
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Manage episode 487963001 series 2624419
Content provided by RBN Podcast and RBN Energy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RBN Podcast and RBN Energy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
There’s been a surge in E&P interest in the Utica Shale’s volatile oil window the past couple of years, and EOG Resources has been particularly optimistic about its potential for producing large volumes of condensate, the lightest of superlight crude oils. A few days ago, EOG — known for growing its business organically, not via M&A — announced one of the largest acquisitions of the year so far: the planned purchase of Encino Acquisition Partners (EAP), the Utica’s #1 condensate producer by far, for $5.6 billion, including the assumption of EAP’s debt. As we discuss in today’s RBN blog, the deal will give EOG its third “foundational” focus area (the others are the Eagle Ford and the Permian's Delaware Basin) and supports the view that the Utica really is an up-and-comer.
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1482 episodes
MP3•Episode home
Manage episode 487963001 series 2624419
Content provided by RBN Podcast and RBN Energy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RBN Podcast and RBN Energy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
There’s been a surge in E&P interest in the Utica Shale’s volatile oil window the past couple of years, and EOG Resources has been particularly optimistic about its potential for producing large volumes of condensate, the lightest of superlight crude oils. A few days ago, EOG — known for growing its business organically, not via M&A — announced one of the largest acquisitions of the year so far: the planned purchase of Encino Acquisition Partners (EAP), the Utica’s #1 condensate producer by far, for $5.6 billion, including the assumption of EAP’s debt. As we discuss in today’s RBN blog, the deal will give EOG its third “foundational” focus area (the others are the Eagle Ford and the Permian's Delaware Basin) and supports the view that the Utica really is an up-and-comer.
…
continue reading
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