EnergyCents- Ep 39: Dear Prudence: Shale sector fortifies balance sheets as cash reinvestment falls

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By IHS Markit | Energy Solutions and IHS Markit. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
The median first-quarter 2021 cash flow reinvestment rate for the oil-focused US E&Ps came in at an austere 43%, exceeding the expectations of many analysts. While one quarter does not make a trend, fiscal discipline is clearly a key focus of shale-sector executives to begin the year. EnergyCents welcomes IHS Markit shale-sector experts Andrew Byrne and Raoul LeBlanc to discuss the balance-sheet implications of first-quarter discipline, and how the sector is responding to investor demands for prudence. Have more questions for our experts? Ask them a question or book 1-1 time: Raoul LeBlanc: https://experts.ihsmarkit.com/experts/leblanc-raoul Andrew Byrne: https://experts.ihsmarkit.com/experts/byrne-andrew Send us your comments or questions: energycents@ihsmarkit.com.

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