Back to All Media The Oil & Gas Paradox: How Structural Supply Decline is Creating One of the Best Opportunities in Private Markets Today This recent PE 150 piece provides timely insight into a trend our partner, Tailwater Capital LLP, has frequently discussed with our investors: the growing misalignment between capital markets and energy fundamentals. Share Article This recent PE 150 piece provides timely insight into a trend our partner, Tailwater Capital LLP, has frequently discussed with our investors: the growing misalignment between capital markets and energy fundamentals.