Oil & Gas: Opportunities After a Near Death Experience

Steffen Dietel and George Yacoub Nadda, co- managers of the Altana Distressed Opportunities Fund (ADOF), discuss the current opportunities in the Oil & Gas industry with Dylan Grice, author of the monthly newsletter Popular Delusions

Topics include:

  • The upheaval in the global oil industry in 2020

  • Offshore’s role in future oil supply

  • The competitive position vis-à-vis shale

  • The impact of the energy transition

  • Opportunities in corporate restructurings and M&A