I Am Not In Love with Occidental’s Deal: Serengeti’s Biddle

The transcript discusses Chevron's disciplined approach to its bid for Anadarko, emphasizing the importance of capital discipline and shareholder value. Leslie Biddle shares her views on OXY's deal, highlighting concerns about debt and changes in dividend policies. The conversation shifts to M&A trends in the energy sector, with a focus on the Permian Basin and the potential for future deals. The discussion also covers credit strategies and deleveraging efforts by energy companies to reduce costs and improve financial stability.

What potential future trends in M&A activity were discussed in relation to the energy sector?

What are some of the companies mentioned as potential players in future M&A activities in the Permian?