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
Earthstone Energy (NYSE: ESTE)
Fireside Chat with Robert Anderson, CEO & President of Earthstone Energy on January 10, 2022 at 2:30 pm EST
· Fireside Chat Invitation · 05 Jan 2022

On Monday, January 10, 2022 at 2:30 pm EST, we will host Robert Anderson, Chief Executive Officer and President of Earthstone Energy for a fireside chat. The discussion will focus on Earthstone’s recent success in the acquisition market, which has significantly expanded its Permian Basin asset ba...

NATURAL RESOURCES
Earthstone Energy (NYSE: ESTE)
Two-Pronged Growth: Acquisitions & Development Drilling
· Initiation Of Coverage Report · 04 Jan 2022

Earthstone Energy is a growth-oriented independent oil and gas company. The core asset base consists of ~137,400 net acres in the Permian Basin. The company also owns a smaller position in the Eagle Ford trend in south Texas.

NATURAL RESOURCES
HighPeak Energy (NASDAQ: HPK)
A Fireside Chat: Building Value at HighPeak
· Management Series · 06 Dec 2021

We hosted a Fireside Chat on Monday, November 22 with Jack Hightower and Mike Hollis of HighPeak Energy. Mr. Hightower is HighPeak’s Chairman and CEO, and Mr. Hollis is the company’s President.

NATURAL RESOURCES
HighPeak Energy (NASDAQ: HPK)
Step-Change Growth Ahead
· Update Note · 17 Nov 2021

A planned four-rig development is expected to drive significant production and cash-flow growth through 2022. Management provided a preliminary 2022 plan with an annual production guidance range of 26 – 31 MBOE/d and a year-end 2022 exit rate in the 36 – 42 MBOE/d range on a capital budget of $64...

NATURAL RESOURCES
HighPeak Energy (NASDAQ: HPK)
Fireside Chat Series with Jack Hightower, Chairman & CEO and Mike Hollis, President of HighPeak Energy on Monday, November 22 at 2 pm EST
· Fireside Chat Invitation · 16 Nov 2021

On Monday, November 22 at 2 pm EST, we will be hosting Jack Hightower, Chairman & CEO and Mike Hollis, President of HighPeak Energy for a fireside chat to discuss the company’s Midland Basin asset base and growth profile. The event is open to all.

NATURAL RESOURCES
HighPeak Energy (NASDAQ: HPK)
Accelerating Howard County Development
· Update Note · 12 Aug 2021

2Q21 production averaged 8.8 MBOE/d, a 66% gain from 1Q21. Oil represented 91% of total volumes. EBITDAX was $38.4 million in 2Q21, a 91% gain from 1Q21.

NATURAL RESOURCES
Energy Infrastructure Cybersecurity: An Expert Perspective from Dr. Chris Pierson
· Expert Series · 06 Jun 2021

A ransomware cyberattack against the Colonial Pipeline was discovered on Friday, May 7 causing it to shut down for six days. Colonial paid $4.4 million to the attackers according to reports in The Wall Street Journal.

NATURAL RESOURCES
Restructuring: Cleansed E&P Companies Repositioned to Focus on Shareholder Returns
· Industry Report · 21 May 2021

This report looks at seven recent bankruptcy cases in the E&P sector—California Resources, Chesapeake Energy, Extraction Oil & Gas, Denbury, Gulfport Energy, Oasis Petroleum, and Whiting Petroleum—and highlights the ownership and business model shifts following emergence.

NATURAL RESOURCES
HighPeak Energy (NASDAQ: HPK)
1Q2 Results: Starting to Scale High-Margin Growth
· Update Note · 19 May 2021

Total 1Q21 production averaged 5,290 BOE/d (~90% oil), a 59% increase from 4Q20.

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