Welcome to the Energy Finance Discussion Group (EFDG) Web Page.
Please put 7:30 AM - 9:00 AM, Tuesday March, 13th 2018, on your calendar for the next Energy Finance Discussion Group breakfast.
Justin Carlson, VP & Managing Director, Research for East Daley Capital will present:
“U.S. Midstream Sector: Opportunities Abound in 2018”
2018 is poised to be a major rebound year for U.S. oil and gas midstream companies after a turbulent 2017 which seemed to indiscriminately beat up the sector. At today’s oil and gas prices the industry is growing, which in general will provided a much needed lift to this sector. Please join East Daley’s Justin Carlson, VP & Managing Director of Research, for an overview of the key trends that will impact the midstream sector in 2018. East Daley’s data and analysis show the midstream sector growing by 15% in cash flow 2018. With domestic U.S. oil and gas production expected to increase in 2018, and crude prices rebounding, it’s a great time for investors to look at the midstream sector for new opportunities. However, deciphering between operational and capital structure challenges will be a key distinction to assessing those opportunities in 2018.
Justin Carlson is VP & Managing Director, Research for East Daley Capital. Justin has over ten years of experience in data analysis, energy information and consulting across the energy sector. Prior to launching East Daley, Carlson was a senior manager at Platts, a division of McGraw Hill Financial, which acquired Bentek Energy, where he was senior member of the leadership team. During his time with Platts/Bentek, Carlson helped execute numerous transformational market studies and led the development of hundreds of customized analysis regarding asset acquisitions, strategic planning, development projects and other market analysis in the oil, gas, and natural gas liquids sectors. In his most recent role with the company, he managed the North American Natural Gas Analytics Team responsible for distribution of dozens of publications weekly as well as the development and maintenance of data and models. Earlier in his career, Justin worked in public policy and advocacy for the energy industry and as a consultant with Accenture, assisting in change management, data analysis and quality. He holds a Bachelor of Science degree in Engineering and a Master of Science degree in Engineering Management from the Colorado School of Mines.
I look forward to hearing Justin’s analysis of where our midstream infrastructure is, and is not efficiently matched to our growing productive capacity!
EFDG will meet at the Denver Athletic Club (DAC) in the Grand Ballroom. DAC is located at 1325 Glenarm Place. As the DAC will require a final head count by the Friday morning preceding our Tuesday event anyone interested in attending will need to register by Thursday afternoon (March 8th). There will be a very significant increase in the cost of registering after Thursday, so please do sign up before this deadline.