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