Expert Interview
Evaluating how Venezuela’s political transition could shape value opportunities and strategic optionality for U.S. majors, Chevron, ExxonMobil and ConocoPhillips
Ticker(s): CVX, XOM, COPInstitution: Aclarar Group, LLC
- Founder and Managing Partner of Aclarar Group, specializing in growth strategy, deal execution, and relationship management to public and private upstream companies.
- 25 years of experience in E&P commercial and M&A including consulting for Westlawn Americas Offshore, where he supported their rapid expansion through acquisitions in the U.S. Gulf of Mexico, Brazil and Peru.
- Previously held leadership roles at Murphy Oil and Chevron where he developed expertise relating to capital planning, valuation, and decision analysis.
How much incremental production could Chevron unlock under a different policy and operating framework, and over what timeframe?
How attractive are Chevron’s Venezuelan assets on a risk-adjusted return basis versus its global upstream portfolio?
How and when could ExxonMobil, ConocoPhillips, or other majors re-enter Venezuela?
What are the biggest upside opportunities and key risks for Chevron as international capital returns to the country?
Are You Interested In These Questions?
Slingshot Insights Explained
Expert research benefits investors by giving them timely access to unbiased real world perspectives on highly specialized topics. Slingshot Insights' crowdfunded model makes this access available at a fraction of the cost of other expert networks.
Reason
*Slingshot Insights provides access to information, not investment advice. We work to support you and facilitate access to experts; however we are not responsible for monitoring calls for the disclosure of MNPI. You should obtain financial, legal and tax advice from your qualified and licensed advisers before deciding to invest in any security.
