Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
Last week, the Carlyle Group launched its roll-up of the oil and gas industry. The private equity firm is imitating the consolidation activities of ConocoPhillips, Exxon, Chevron and others. Carlyle agreed to acquire approximately one billion dollars of oil and gas assets from the European energy producer, Energean. This was the latest step in the roll-up of the oil and gas industry previously described by The Rabid Capitalist (see https://therabidcapitalist.com/2024/02/19/oil-prices-will-rise-courtesy-of-consolidation/). Consolidation of control will create highly attractive shareholder value.
Complete content is available for a $15 monthly subscription. Click here to subscribe:
The Rabid Capitalist 
Leave a comment