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In this quarter’s edition:

Our team’s views on the recent developments within the Natural Resources sector.

Topic of the quarter:

From the oil patch. A letter from Tom Nelson, Head of Natural Resources.

The Permian Basin is, at present, the world’s marginal producer of oil. Spanning West Texas and New Mexico, the basin is expected to add almost 500,000 barrels-a-day of oil production for the full year of 2017 just under half of the expected growth in global oil production excluding OPEC. To stay on top of the oil market through 2018 and beyond, it is imperative we keep our finger on the pulse of activity in the Permian. Accordingly, we embarked on a four day research trip to the Texas oil patch.

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