Latest
Diamondback Energy: Running the Permian at Scale
Private Equity's Upstream Exit: The Class of 2026
The Midstream Buildout: Infrastructure Catching Up to Production
The 2024-2025 U.S. midstream buildout didn't get the attention it deserved. While the E&P consolidation wave dominated headlines, a quiet but consequential set of infrastructure additions was reshaping the economics of Permian gas, Appalachian takeaway, and LNG feedgas delivery. In 2026, those additions are changing
EOG Resources: Still the Benchmark
Natural Gas: The Recovery That Almost Wasn't
Henry Hub hit $7.72/MMBtu in January 2026. By February, it was back at $3.62. That 53% move in 30 days tells you everything you need to know about the 2026 natural gas market: volatile, weather-dependent, and not yet structurally healed. The recovery that U.S. gas producers