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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. EQT, Range Resources, and Southwestern Energy — now rebranded

Water Management: The Permian's Billion-Dollar Problem

Water Management: The Permian's Billion-Dollar Problem

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 spectacular. Henry Hub averaged under $3.00/

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

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

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 their supply models accordingly. It's a reasonable

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

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

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

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