Sign in Subscribe

Gareth Young

Gareth Young

Upstream oil and gas pumpjack and production infrastructure, U.S. E&P operations

The Independents' Dilemma: Grow, Get Acquired, or Survive

The Independents' Dilemma: Grow, Get Acquired, or Survive Published: March 27, 2025 Category: Deal Flow Access: Paid The 2023-2024 M&A wave was the most significant reshaping of the U.S. upstream sector since the early 2000s consolidation that built today's supermajors. When the dust

Upstream oil and gas pumpjack and production infrastructure, U.S. E&P operations

DUC Wells: The Hidden Production Buffer the Market Ignores

DUC Wells: The Hidden Production Buffer the Market Ignores Published: March 24, 2025 Category: Upstream Analysis Access: Free Most energy market commentary focuses on the rig count as the primary indicator of future U.S. production. Analysts watch the Baker Hughes weekly number, correlate it with futures prices, and build

Bakken Shale drilling and production operations, North Dakota Williston Basin

Bakken at Steady State: North Dakota's Mature Basin Story

Bakken at Steady State: North Dakota's Mature Basin Story Published: March 20, 2025 Category: Basin Report Access: Paid Nobody gets excited about the Bakken anymore. There's no land rush, no wild west of private equity-funded wildcatters, no record-setting well results making headlines. The formation

Natural gas processing facility and pipeline, LNG export terminal

Natural Gas: The Oversupply Hangover That Won't Go Away

Published: March 17, 2025 Category: Market Intelligence Access: Free If you work in the oil side of upstream, you might be tempted to skip this piece. Don't. What's happening in natural gas is going to reshape U.S. upstream capital flows over the next three years

Eagle Ford Shale oil production facility, South Texas

Eagle Ford at a Crossroads: Mature Basin or Hidden Opportunity?

Eagle Ford at a Crossroads: Mature Basin or Hidden Opportunity? Published: March 13, 2025 Category: Basin Report Access: Paid Nobody's writing breathless features about the Eagle Ford in 2025. The rigs have migrated west. The M&A headlines are happening elsewhere. Even within Texas, the Eagle Ford

Permian Basin pumpjacks operating at sunset, West Texas oil production

ExxonMobil-Pioneer: Six Months Into the Biggest Permian Deal Ever

Published: March 10, 2025 Category: Deal Flow Access: Paid The ink has been dry since May 2024. Nine months into ExxonMobil's $59.5 billion acquisition of Pioneer Natural Resources, it's worth doing what the press releases won't do: actually assess what's changed,

Permian Basin pumpjacks operating at sunset, West Texas oil production

Permian Basin: The Last Man Standing

Published: March 6, 2025 Category: Basin Report Access: Free If you want to understand U.S. oil production in 2025, you need to understand one basin. Everything else is context. The Permian Basin is producing approximately 6.2 million barrels of oil per day — roughly 48% of total U.S.