Sign in Subscribe

Latest

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

OPEC+ Meeting Preview: June Decision Could Move Markets

OPEC+ is heading into its June 1 ministerial meeting with more variables on the table than at any point since the COVID-era production collapse. The alliance faces a familiar dilemma: defend price or defend market share. This time, the stakes may be higher. The Voluntary Cut Unwind Is Already Underway

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

The Independents Dilemma: Grow or Get Acquired?

The wave of consolidation that swept through U.S. upstream oil and gas between 2023 and 2025 fundamentally altered the competitive landscape. ExxonMobil absorbed Pioneer. Chevron acquired Hess. ConocoPhillips added Marathon Oil. Occidental swallowed CrownRock. Diamondback consumed Endeavor. In the wake of these transactions, a question that once seemed abstract

Oil and gas production facility representing E&P company quarterly performance

Q1 2025 Earnings Recap: The Winners and Losers

Editor's Note: The following assessments represent CIR's analytical opinion based on publicly available financial data. They are not statements of fact and should not be construed as such. Q1 2025 Earnings Recap: The Winners and Losers CIR | Issue 15 | April 24, 2025 Q1 2025 earnings season

U.S. land drilling rig against open sky, upstream oil and gas operations

Well Productivity Trends: Are We Getting Better or Just Drilling Longer?

CIR | Issue 14 | April 21, 2025 The shale industry's productivity story has become one of the most misread narratives in energy markets. Operators report record per-well oil production. EIA's Drilling Productivity Report shows new-well production per rig climbing steadily. Investor presentations are loaded with impressive type

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

The Private Equity Exit Problem

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

Appalachia: Waiting for the Gas Market to Turn

Appalachia: Waiting for the Gas Market to Turn Issue 12 | April 14, 2025 Category: Basin Analysis / Natural Gas Access: Paid The Appalachian Basin has a problem that money can't immediately fix: it's producing too much gas in a market that doesn't want it yet.

Permian Basin pumpjacks operating at sunset, West Texas oil production

Water Management: The Permian's Billion-Dollar Problem