NATURAL RESOURCES

Our Natural Resources research platform is focused on upstream, midstream and downstream segments of the global oil & gas industry, service providers that support oil & gas activity, mining, and materials companies in the chemical value chain.

Recent Sector Insights

NATURAL RESOURCES
Evolution Petroleum (NYSE: EPM)
Consistent Strategy Focused on Maximizing Total Shareholder Returns
· Management Series · 08 Aug 2022

We hosted a fireside chat on July 28, 2022, with Evolution Petroleum. Participants included Robert Herlin (Chairman and Co-founder), Kelly Loyd, (Director and Interim Chief Executive Officer and President), and Ryan Stash (Senior Vice President – Chief Financial Officer and Treasurer).

NATURAL RESOURCES
Flotek Industries (NYSE: FTK)
2Q22 Results Will Show Glimpse of ProFrac Contract Impact
· Update Note · 03 Aug 2022

Flotek’s 2Q22 results will show glimpses of the impact the ProFrac chemical supply agreement could have on future growth.

NATURAL RESOURCES
Evolution Petroleum (NYSE: EPM)
Fireside Chat: Evolution Petroleum Chairman & Co-founder Bob Herlin, Kelly Loyd, Interim President & CEO, and Ryan Stash, Senior Vice President, CFO & Treasurer
· Fireside Chat Invitation · 21 Jul 2022

Please join us for a conversation with the executive leadership team of Evolution Petroleum on Thursday, July 28, 2022, at 11:00 am EDT. Bob Herlin, Chairman & Co-founder, Kelly Loyd Interim President & Chief Executive Officer, and Ryan Stash, Senior Vice President, Chief Financial Officer and Tr...

NATURAL RESOURCES
Earthstone Energy (NYSE: ESTE)
Titus Acquisition Embodies Growth Strategy Outlined in our Fireside Chat
· Management Series · 13 Jul 2022

We hosted a fireside chat with Robert Anderson, Earthstone’s President and CEO, on June 22, 2022. The discussion revolved around the impact recent acquisitions have had on the company’s Permian Basin scale and cash flow generating capacity.

NATURAL RESOURCES
Evolution Petroleum (NYSE: EPM)
Financial Strength—A Critical Component of Evolution’s Business Model
· Management Series · 13 Jul 2022

We hosted a fireside chat on May 18, 2022, with Ryan Stash of Evolution Petroleum. Ryan serves as Evolution’s Senior Vice President, CFO, and Treasurer.

NATURAL RESOURCES
Talos Energy Inc. (NYSE: TALO)
Fireside Chat: Robin Fielder, Executive Vice President – Low Carbon Strategy and Chief Sustainability Officer of Talos Energy Wednesday, July 13, 2022, at 11:00 am EDT
· Fireside Chat Invitation · 07 Jul 2022

Please join us for a conversation with Robin Fielder, Executive Vice President – Low Carbon Strategy and Chief Sustainability Officer of Talos Energy on Wednesday, July 13, 2022, at 11:00 am EDT. Robin will discuss Talos’s rapidly growing carbon capture and sequestration (CCS) business.

NATURAL RESOURCES
Earthstone Energy (NYSE: ESTE)
Fireside Chat: Robert Anderson, President and Chief Executive Officer of Earthstone Energy, Wednesday, June 22, 2022, at 2:00 pm EDT
· Fireside Chat Invitation · 15 Jun 2022

Please join us for a conversation with Robert Anderson, President and Chief Executive Officer of Earthstone Energy on Wednesday, June 22, 2022, at 2:00 pm EDT. Robert will give an update on Earthstone’s operations, integration efforts on its newly acquired assets, and the company’s overall corpor...

NATURAL RESOURCES
Flotek Industries (NYSE: FTK)
Poised for the Future
· Management Series · 13 Jun 2022

We hosted a fireside chat on May 25, 2022, with John Gibson. John is the Chairman, CEO, and President of Flotek Industries.

NATURAL RESOURCES
Talos Energy Inc. (NYSE: TALO)
Blueprint for Building a Sustainable Business
· Management Series · 24 May 2022

On Thursday, April 14, 2022, we hosted a fireside chat with Talos President and CEO Tim Duncan.

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