Will Ulrich
Co-CEO of Presidio Petroleum, an oil and gas operator focused on optimizing mature producing assets; known for building Presidio's cash-flow driven acquisition strategy and taking the company public via a SPAC.
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Feb 13, 2026 • 32min
Is Energy a Contrarian's Dream? Peak Oil Demand 'Lifetimes Away': Will Ulrich
Will Ulrich, Co-CEO of Presidio Petroleum, a cash-flow focused oil and gas operator. He argues peak oil demand is lifetimes away and talks about underinvestment and fading ESG overhangs. He explains Presidio’s income-first model, optimizing mature production instead of drilling. He also covers financing innovations and a sizable dividend plan.
