and production (E&P) players. (These are the companies that drill the wells and produce the oil and gas.) But with population growth in China and India, we see good news ahead for oil prices . That’s why the Permian makes the most sense. It’s a low-cost basin. It has the infrastructure in place. And most important... it’s where the oil is. In this market, we want to find companies with good balance sheets that are led by experienced management teams, with quality assets and the ability to execute. When we find one, we need to be in the game.
11
Made with FlippingBook - Online Brochure Maker