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Abhishek Kumar

@AbhkumarKumar

Abhishek Kumar reposted

Production Lending closes a $20 million loan facility to finance a shallow water natural gas field in Louisiana finance.yahoo.com/news/productio…


Abhishek Kumar reposted

Production Lending Closes $35 Million Loan to Private Permian Basin Operator hartenergy.com/exclusives/pro…


Abhishek Kumar reposted

We just closed our 32nd oil & gas investment. An operator w/ a stranded Wilcox gas asset needed a partner to pay upfront pipeline and associated costs. The asset had strong production during a flow test and will be online before year-end. Great win for both parties. #oilandgas

ProductionLend's tweet image. We just closed our 32nd oil & gas investment. An operator w/ a stranded Wilcox gas asset needed a partner to pay upfront pipeline and associated costs.  The asset had strong production during a flow test and will be online before year-end. Great win for both parties. #oilandgas
ProductionLend's tweet image. We just closed our 32nd oil & gas investment. An operator w/ a stranded Wilcox gas asset needed a partner to pay upfront pipeline and associated costs.  The asset had strong production during a flow test and will be online before year-end. Great win for both parties. #oilandgas

Abhishek Kumar reposted

This is an article we wrote in 2020 before the covid crisis hit. It's even more relevant today (article starts on page 30) online.publicationprinters.com/html5/reader/p… #oilandgas


Abhishek Kumar reposted

More evidence that producers are not yet reacting to price

Updated version of this popular graphic. 2021 even more of an outlier now vs the summer. Furthest to the right and just barely above 2016 on the vertical. But zip codes and DUCs matter. Permian nearly producing back at January 2020 volumes.

RobertClarke_WM's tweet image. Updated version of this popular graphic. 2021 even more of an outlier now vs the summer. Furthest to the right and just barely above 2016 on the vertical. But zip codes and DUCs matter. Permian nearly producing back at January 2020 volumes.


Abhishek Kumar reposted

Lots being made about Shell "reducing" their '21 capex from $22 billion to $20 billion. Despite record FCF and brent rising to $83/bbl, upstream capex flat at $8 billion. Producers have gotten the message - don't overproduce. #oilandgas #commodities #crudeoil

ProductionLend's tweet image. Lots being made about Shell "reducing" their '21 capex from $22 billion to $20 billion.  Despite record FCF and brent rising to $83/bbl, upstream capex flat at $8 billion.  Producers have gotten the message - don't overproduce.  
#oilandgas #commodities #crudeoil
ProductionLend's tweet image. Lots being made about Shell "reducing" their '21 capex from $22 billion to $20 billion.  Despite record FCF and brent rising to $83/bbl, upstream capex flat at $8 billion.  Producers have gotten the message - don't overproduce.  
#oilandgas #commodities #crudeoil

Abhishek Kumar reposted

Very thoughtful thread discussing the realities of our #energytransition

1 of 10/ We badly need a new a narrative around climate and energy, if the goal is to have reliable, affordable energy the world needs with less CO2. The current “Oil is Evil and the New Tobacco” playbook, IMO, is driving a worst of all worlds outcome: Higher prices, Same CO2.



Abhishek Kumar reposted

1 of 10/ We badly need a new a narrative around climate and energy, if the goal is to have reliable, affordable energy the world needs with less CO2. The current “Oil is Evil and the New Tobacco” playbook, IMO, is driving a worst of all worlds outcome: Higher prices, Same CO2.


Abhishek Kumar reposted

Administration clamps down on US energy production. Energy shortage ensues. Administration begs foreign nations to increase output. #energycrunch #oilandgas

Overnight, the White House has been briefing on the energy shortages issue, with a "senior administration official" saying that President Biden is going to use his meetings at the G20 to ask oil and gas producers to raise output | #OOTT whitehouse.gov/briefing-room/…

JavierBlas's tweet image. Overnight, the White House has been briefing on the energy shortages issue, with a "senior administration official" saying that President Biden is going to use his meetings at the G20 to ask oil and gas producers to raise output | #OOTT whitehouse.gov/briefing-room/…


Abhishek Kumar reposted

#natgas vol is bullish af .


Abhishek Kumar reposted

US OIL SUPPLY RESPONSE: Why the increase in oil prices will NOT lead to a near-term increase in US oil production. Thread…1/9 #oil #fintwit #oott #crudeoil #commodities


Abhishek Kumar reposted

While #naturalgas prices are currently double the 2016-2020 average in the US, prices in Europe and Asia are skyrocketing. Little reprieve in sight with winter approaching.....#commodities #gas #oilandgas

ProductionLend's tweet image. While #naturalgas prices are currently double the 2016-2020 average in the US, prices in Europe and Asia are skyrocketing.  Little reprieve in sight with winter approaching.....#commodities #gas #oilandgas

Abhishek Kumar reposted

Seemed timely to post this again. Funding for the average US shale company is down materially, leading to lower production growth and prices are rising as a result. This is different than we experienced out of the last price collapse in 2014-2016...(1/3)

2/2 Oil prices will not meaningfully rise until Wall Street stops funding all these cash flow negative co’s



Abhishek Kumar reposted

PATH FORWARD: Production Lending Execs on Which Deals Are Still Closing hartenergy.com/exclusives/pat…


Permian Operator Kick-starts Development With New Loan hartenergy.com/exclusives/per…


Production Lending Closes Debt Investment In Historic Texas Oil Field hartenergy.com/exclusives/pro…


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