Oil

While volatile oil prices have introduced uncertainty across the energy sector, midstream is experiencing something closer to the opposite effect. The geopolitical disruptions reshaping global supply have reinforced one fundamental truth for midstream operators: volumes are coming. The question is no longer whether production will be drilled, but when and that shift in certainty is driving a meaningful acceleration in midstream deal activity. 

As oil and gas M&A activity has surged over the past two years, a relatively new financing structure has quietly moved from the margins of the market to the centre of some of its most competitive deal processes.

Until recently, sponsors investing in real assets sectors were slower to adopt continuation vehicles to deliver liquidity for their limited partners. Things are different today: sponsors are increasingly tapping the secondary market not only to generate liquidity solutions for their energy, real estate, and infrastructure assets, but also to achieve their long-term strategic objectives.

Just two months into the new U.S. presidential administration, the conversation—and regulatory framework—around energy is shifting dramatically. Yet global energy trends unfold along much different trajectories and timelines than those governing politics. According to Pete Bowden, Jefferies’ Global Head of Industrial, Energy & Infrastructure Investment Banking, this is why most energy investors and leaders with

There are opportunities to build a cleaner energy system beyond simply transitioning to renewables.

Jefferies Insights caught up with Greg Chitty and Conrad Gibbins, to discuss the current dealmaking and capital markets environment in oil and gas.

The energy transition has been picking up steam for a while. But a confluence of new factors has the potential to further accelerate growth and create unusually promising investment opportunities for private equity.