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Investment Strategies for the Permian Paradox:

Oil & Gas Industry Survey


Tuesday, April 30, 2019 at 11:00 am EDT | 4:00 pm GMT

The Permian Basin in West Texas and Eastern New Mexico has been a relentless source of incremental supply, and despite recent problems with congestion, incremental volume growth still seems ample. While CFRA thinks the Permian will eventually yield to the law-of-large-numbers problem that typically besets engines of high growth, we do not think 2019 is the year when the Permian caves in and declines from legacy wells overtake additions from new wells.

During this webinar, CFRA highlighted emerging trends in the Energy sector, with a focus on Oil & Gas Exploration & Production (E&P) companies and the Permian Basin. While there is overall positive sentiment within E&P, there are still reasons to be skeptical of an upward move in oil prices. If we enter a pullback environment, a defensive strategy is important. These issues, and more, are highlighted in CFRA’s Oil, Gas & Consumable Fuels Industry Survey and were discussed in detail during this session.


Moderated by Ken Leon, CFRA Director of Equity Research, and presented by Stewart Glickman, CFRA Senior Equity Analyst, attendees learned:

  • Macro-factors, oil demand and supply, and CFRA’s outlook and top picks for the sector
  • The Permian Basin, why it is important, and the influence it has on oil prices
  • Why Permian operators will have an incentive to increase activity level in the Permian, thereby boosting supply
  • Capex spending outlook for crude-oil focused producers


Joining Ken and Stewart is Beth Piskora, CFRA’s VP of Editorial, who shared how you can use our Industry Surveys to quickly identify and process the key data shared during this session. You also learned how the surveys can be used more broadly to develop actionable conclusions and specific next steps on the 44 industry sectors we cover.


Presented by:

  • Ken Leon, Director of Equity Research, CFRA
  • Stewart Glickman, Senior Equity Analyst, CFRA
  • Beth Piskora, VP of Editorial, CFRA