In 2020, Mark Viviano, a member of the PRAGMA board and Managing Partner at Kimmeridge Energy said the E&P sector had become un-investable. 4 years later, Ben West met Mark to understand how the E&P sector has improved and evolved thanks to better capital discipline & higher commodity prices and what work the industry still needs to do. Mark also touches on the reality of the “drill baby drill” rhetoric, the power of unleashing US LNG globally, the impact of EU emissions regulation on US exports and whether the pace of the energy transition is being reassessed.
February 7, 2025
Insights & News
28 mins
Ben is committed to restoring investor confidence in the energy industry by engaging with energy-focused and generalist investors, understanding their mandates, and showcasing risk-adjusted strategies that align with their goals, with a particular focus on LPs and Family Offices.