When they refer to the Americas I take it they primarily mean Sth & Central America but of course could also be Nth America.
My sense is that oil producers with capital to spend on expansion remain in a strong position as banks and the bond markets remain constrained due to ESG and higher rates at present . So capital for energy remains scarce, as are internal technical & human resources, both of which Karoon can bring to any deal.
I wonder if Enauta deal gets resurrected with oil prices sliding and no deal done yet to secure their financing for the planned expansion at Atlanta. Perhaps Karoon still has an opening ?
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