Episode 41: Oil industry consolidation

In this episode, John Corrigan, a Partner at Strategy&, discusses the coming consolidation in the oil industry he sees on the horizon, prompted by recent deals such as Energy Transfer's $5.3 billion acquisition of Sunoco. He addresses a number of topics including the extent to which weakness in natural gas prices will drive industry mergers, over what time frame we'll see the rush to buy oil assets, and some ideas on likely targets in this consolidation. Note: This podcast was originally published by Booz & Company in 2012.