The oil & gas industry is experiencing a capital resurgence, driven by stabilizing interest rates and renewed attention from institutional investors. Private equity is leading the charge with private credit filling the void in traditional energy finance and hybrid capital instruments gaining in popularity. Family offices are also playing a crucial role, providing long-term, flexible investments.
Ongoing tensions in Europe and the Middle East will have some bearing on capital markets activity, though we expect the industry headwinds to lessen as investors appreciate the opportunities presented by energy security as a pressing concern. Overall, the energy sector is expected to see increased capital availability and activity, driven by a more favorable regulatory environment under the Trump administration.
