NRGO - U.S. Energy: Capital And Regulatory Restraint Supportive Of Energy Prices And Asset Values
- Capital markets restricting capital to US drillers.
- Government agencies restricting new pipeline construction.
- Management teams finding religion on capital allocation.
- All factors point to constrained supply, lower leverage and higher cash flow generation, commodity prices and asset values.
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U.S. Energy: Capital And Regulatory Restraint Supportive Of Energy Prices And Asset Values