Oil and Gas North America

Prices Constrained by Tepid Demand Growth; Decarbonization Commitments Raise Long-Term Risks

In-Person Event

Houston, Texas

Economic uncertainty is pressuring oil and gas prices, despite support from geopolitics and OPEC+ supply cuts. Additional commitments by nations to decarbonize following COP 28 have limited near-term credit impact on the industry but heighten risks for oil and gas production and cash flow longer term. The industry remains focused on capital discipline and pursuing strategic M&A to add scale, drilling inventory and extend volume capture to boost efficiency and capital returns to shareholders, while taking early steps on energy transition.

We look forward to seeing everyone in person to share our perspective on overall corporate credit conditions, current credit dynamics in the energy industry and medium-term trends that are shaping the North American oil and gas landscape.

  • Moody’s perspective on macroeconomic, geopolitical and credit conditions – risks and opportunities
  • Credit trends in the energy industry
  • Update on Moody’s Second Party Opinions and Net Zero Assessments and other trends in sustainable finance
  • Leverage finance trends, including developments in private credit and restrictive covenants in bond and bank loans
  • Key trends shaping North American E&P and Midstream sectors, including efforts to bolster financial strength and growth opportunities


Event Details:

Venue Name: The Houstonian

Address: 111 North Post Oak Lane, Houston, TX 77024