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

The A&D Market in Early 2026: What's Moving and Why

CIR Editorial 26 Mar 2026
Permian Basin pumpjacks operating at sunset, West Texas oil production

Diamondback Energy: Running the Permian at Scale

CIR Editorial 24 Mar 2026
Upstream oil and gas pumpjack and production infrastructure, U.S. E&P operations

Private Equity's Upstream Exit: The Class of 2026

CIR Editorial 23 Mar 2026
Upstream oil and gas pumpjack and production infrastructure, U.S. E&P operations

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
CIR Research Desk 19 Mar 2026
EOG Resources upstream production operations and field activity

EOG Resources: Still the Benchmark

CIR Editorial 17 Mar 2026
Natural gas processing facility and pipeline, LNG export terminal

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
CIR Research Desk 16 Mar 2026
Upstream oil and gas pumpjack and production infrastructure, U.S. E&P operations

Occidental Petroleum Deep Dive: CrownRock, Carbon Capture, and the $2.3B Wildcard

CIR Editorial 15 Mar 2026

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