capital-markets
Upstream Oil Gas A&D Deals 2026: Deal Flow, Basin Valuations, and What Operators Are Watching
The US upstream A&D market has run hot in 2026. More than $38 billion in announced or closed deals in the first five months of the year tells a story beyond opportunism. Operators are making deliberate inventory bets at $90-$100 WTI, private equity is continuing its exit
WTI Recovers to $96 as EIA Inventory Data Looms: Wednesday Capital & RBL Season Wrap
WTI opens Wednesday at $96.34 as EIA weekly inventory data looms and spring RBL redetermination season wraps. The $87-$97 range of the past ten days has put operator capital decisions — and lender price decks — squarely in focus.
The Bond Market Speaks: Venture Global's $2.25B Refinancing and What Tuesday's WTI Recovery Means
WTI closed at $93.37. The real signal came from the bond market: Venture Global priced a $2.25 billion notes offering, locking in long-term LNG infrastructure debt at current spreads.
The Completion Proxy Doesn't Lie: Water Services Revenue Down 15% YoY at $91 WTI
When Oil Fades, Gas Holds: What $92 WTI Means for EQT and Expand Energy's H2 2026 Positioning
NOG Closes Duvernay, SM Clears $419M in Debt: Tuesday's Balance Sheet Signals at $91 WTI
Two filings crossed EDGAR overnight that tell the same story: operators and non-ops alike are using $90+ WTI to clean up balance sheets and move on acquisition targets they have been eyeing since prices broke lower in April. Northern Oil and Gas closed its CA$350 million Duvernay Shale