Leigh R. Goehring & Adam A. Rozencwajg
In our latest quarterly commentary we address the most pressing issue facing the energy markets today: Why Won't Energy Companies Drill?
Almost all of the companies can generate extremely high IRRs at today's energy prices. But yet the rig count remains muted. Why? We try and answer this seemingly simple question in our latest letter.
Please be advised, this letter is abridged given we dedicated a lot of time and effort towards our Investor Day, held in New York City on November 3rd. The event was a huge success and we invite all to please visit conference.gorozen.com to register to access the replay.