market-intelligence
The A&D Market in Early 2026: What's Moving and Why
Private Equity's Upstream Exit: The Class of 2026
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
OPEC+ in 2026: The Discipline Question Returns
OPEC+ enters the second quarter of 2026 facing a familiar problem: the gap between stated production targets and what members actually want to pump is widening again. The cartel's credibility is structurally tested every time oil prices threaten to recover toward levels that would incentivize non-OPEC growth
One Year In: What CIR Got Right — And What We Missed
A year ago, CIR launched with a simple thesis: the U.S. upstream sector was entering a new phase — one defined not by production growth at any cost, but by capital discipline, consolidation, and the slow monetization of America's gas resource base. Twelve months later, it's
