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

Q1 2025 Earnings Preview: What to Watch

Q1 2025 Earnings Preview: What to Watch Issue 9 | April 3, 2025 Category: Earnings & Capital Markets Access: Paid The Q1 2025 earnings parade kicks off in mid-April, and the setup is the most consequential since the post-COVID recovery cycle. WTI averaged roughly $72–$74/bbl in Q1 — serviceable, not

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

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

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

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?

Permian Basin pumpjacks operating at sunset, West Texas oil production

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