Join co-hosts Bob Fraser and Ben Fraser in this informative episode of the Oil & Gas Masterclass as they dive into the world of oil & gas investments. In Part 1 of this captivating series, they are joined by a special guest, Jeff Mohajir, President and Chief Executive Officer of Mohajir Energy Advisors, a renowned expert in the field. Together, they explore the intricacies of evaluating oil and gas investments, why it makes sense now to invest in this asset class, the keys to doing due diligence on these investments, and where he is finding the biggest opportunities right now.
00:00 Introduction
01:08 Conservative Industry Pivot
03:32 Activist Investors, ESG Impact
05:54 Production Limitations for Stability
08:26 Post-2016 Downturn, Risk Aversion
10:54 Challenges for Independent Companies
13:42 Tight Shale Formations, Efficiency
17:36 Optimizing Capital, Parent and Child Wells
20:50 Changing Landscape Post-2020 Oil Price Crash
23:20 Market Dynamics, Capital Availability
25:52 Market Stability Strategies
28:24 Industry Hesitancy Despite Improved Prices
30:56 ESG's Impact on Major Companies
34:58 Tight Shale Formations, Efficiency
38:52 Optimizing Capital, Parent and Child Wells
42:40 Adapting to Post-2020 Oil Price Crash
Learn more about Mohajir Energy Advisors mohajir.com/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn /
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