Christine Guerrero: An Inside Look at Integrated Oil E&Ps

Hey Guys! This week we have Christine Guerrero. She is one of the most unique guests from our Oil & Gas Journey. She has spent actual time working as an Engineer in various Energy Producers. She shares how she got into the industry, why scalability is very important, her favorite stocks ($HES, $APA, $CGXEF & $FECCF), what are good unit economics, and what was like investing in energy companies when oil went negative.

• [0:00] Who is Christine Guerrero?
• [7:30] Working in Chevron ($CVX)
• [13:00] Deepwater Drilling
• [16:00] How to Analyze Margins and Scalability
• [18:00] Shale Drilling
• [24:00] Hess Corporation ($HES)
• [30:00] Investing When Oil went Negative: Selling Your House
• [39:00] APA Corporation ($APA)
• [45:00] Suriname and Guyana
• [49:00] Oil Small Cap Investing ($CGXEF & $FECCF)
• [1:04:00] Assessing Management
• [1:07:00] What are good unit economics?
• [1:10:00] How to learn the energy industry?
• [1:16:00] Talos Energy ($Talo)
• [1:24:00] Different Energy Subsectors
• [1:26:00] More from Christine and Closing Questions

Make sure to go follow Christine on Twitter @SheDrills!

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