Energess Resources provides the perspective of a petroleum engineer with over 15 of experience in oil and gas operations, primarily as a production engineer and field-level supervisor. The author has experience in multiple asset types including multiple shale basins, offshore deepwater, enhanced oil recovery (EOR), and coalbed methane. The goal of Energess Resources is to provide objective, actionable company-level analysis for investors looking to better understand the energy sector. Analysis will focus on fundamentals with a focus on valuation, capital and operational efficiency, asset quality, and shareholder alignment. Coverage will initially focus on E&P companies in the United States and Canada, staying current with quarterly results and key developments. Future areas of coverage will include midstream and royalty companies to offer broader coverage of the energy value chain. Investments in energy can deliver strong total returns and add valuable diversification to long-term portfolios when approached with discipline and a value-tilt. Commodity prices will always be cyclical, but quality companies with experienced management teams can provide shareholder value even in challenging pricing environments. Energess Resources does not currently work for or represent any public energy companies that are the subject of articles, and all views are entirely my own.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
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