MERGERMARKET ENERGY FORUM

  • 08:15

    Registration & breakfast

  • 08:55

    Introduction

  • 09:00

    Panel – Portfolio strategies in the energy transition

    The energy market is undergoing a dramatic transformation, and investors will need to transform their thinking. How will these changes drive M&A activity in the sector? What will the new landscape mean for traditional oil and gas sectors like upstream and midstream? Will we finally see some consolidation among smaller players? What characteristics will help a company navigate the challenging conditions ahead? And what are easy ways for investors to diversify their portfolio into new opportunities in clean energy?

  • 09:45

    Keynote

  • 10:15

    Panel – Financing the fields

    As political pressure on traditional lenders continues to grow the oil and gas sector is having to get creative with financing sources. What’s the current state of this vital part of the M&A equation, and how will that change over the rest of the year? Investors from both sides of the table get together to discuss the challenges and solutions for oil and gas companies looking to access the debt capital markets.

  • 11:00

    Coffee

  • 11:30

    Panel – Alternative opportunities

    Texas isn’t just the capital of the oil and gas world, it is also at the heart of the growing wind and solar markets. What are the opportunities in renewables and energy storage for private equity or energy companies looking to diversify?  What are the similarities, and differences, between investing in these new markets? And should investors be looking directly at renewables and energy storage, or at the service providers springing up around them?

  • 12:15

    Fireside chat – Automation, the transformation no one talks about

    Clean energy isn’t the only transformation hitting the energy market. Automation and digital efficiency tools may have been slow to take off but are now fundamentally changing the nature of the oil and gas industry. Do companies have enough capital to take advantage of these new technologies? How much will increased efficiency really impact the bottom line? And how will this drive M&A activity across the sector?

  • 12:45

    Lunch

  • Stream A: Oil & Gas

    • 13:30

      Panel - Oilfield services

      The worst of the oil price crash may be over, but continuing cutbacks are keeping up the pressure on oilfield service providers. Is the continuing crunch sustainable? What impact will it have on M&A prospects in 2020? Which sub-categories will have the best future prospects? And what realistic exit strategies exist for current investors in such a challenging market?

    • 14:15

      Panel – Moving back into chemicals

      One of the more surprising recent trends is the shift of the super majors back into the chemicals industry. What are the drivers of this return to the old integrated model? What are the likely impacts on the rest of the O&G market? And should smaller firms be looking at more vertical integration as well?

    • 15:00

      Coffee

    • 15:30

      Fireside chat – PE perspective

    • 16:00

      Panel – Upstream opportunities

      The US upstream M&A market had a busy 2019. Will 2020 continue to see consolidation in the industry? Do investors prefer current revenue or growth potential? Is the recent trend for royalty interests going to continue, and what are the advantages and disadvantages? And is the WPX/Felix deal confirmation that the Permian Basin still the hottest part of the market?

    • 16:45

      Networking drinks reception

  • Stream B: Renewables

    • 13:30

      Panel – Wind

      One of the hottest M&A markets looks set to grow even hotter in 2020. What are the opportunities and challenges for investors in wind energy? How important is tax equity to returns, and can investors bank on politicians continuing to back it? And is offshore wind the next growth market for energy?

    • 14:15

      Panel – Energy storage

      The newest renewable energy market to take off doesn’t even generate power. But despite that energy storage is a key requirement for the clean power revolution, and is drawing attention from everyone from super-majors to private equity. What is the current energy storage landscape? Who’s buying whom? And how much synergy really exists for traditional players buying to acquire technology?

    • 15:00

      Coffee

    • 15:30

      Fireside chat - TBC

    • 16:00

      Panel – Is energy as a service the future for solar power?

      Corporates have always been a key market for the solar industry, but one with limited M&A opportunities. That is changing fast as a new generation of energy-as-a-service providers disrupt the market. What does this new model of energy provision look like? What factors will drive M&A in the space? And is this an opportunity for bold financials or acquisitive strategics?

    • 16:45

      Networking drinks reception