Energy Sector Primer
Hi everyone,
I recently searched previous threads regarding a primer for oil & gas companies, but was not able to find anything other than a few posts from 2013, where members sent primers through PMs. I have done some preliminary reading and understand basic concepts (NAV for E&P is popular, PV 10 as the discount rate, etc...), but want to more thoroughly understand and eventually build models for some companies I am interested in.
Does anyone have a primer or reading recommendation for someone looking to learn how to model for oil & gas companies?
https://www.wallstreetoasis.com/files/DEUTSCHEBANK-AGUIDETOTHEOIL%EF%BC… - DB Oil and Gas Primer
https://research-doc.credit-suisse.com/docView?language=ENG&format=PDF&… - Credit Suisse Energy Report
https://research-doc.credit-suisse.com/docView?language=ENG&format=PDF&… - Credit Suisse Oil and Gass Macro Primer