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EIA Natural Gas Storage Report 2026: Weekly Analysis and Henry Hub Price Implications

EIA Natural Gas Storage Report 2026: Weekly Analysis and Henry Hub Price Implications

Every Thursday morning, a single EIA data point reshapes natural gas trading desks from Houston to New York: the Weekly Natural Gas Storage Report. For operators, traders, and upstream producers, it's the clearest real-time read on whether the U.S. gas market is tightening or loosening — and

Upstream Oil Gas A&D Deals 2026: Deal Flow, Basin Valuations, and What Operators Are Watching

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

Oilfield Services Sector 2026: Pricing Power, Utilization Rates, and What OFS Margins Signal for E&P Activity

Oilfield Services Sector 2026: Pricing Power, Utilization Rates, and What OFS Margins Signal for E&P Activity

The oilfield services sector in 2026 presents a genuine puzzle for upstream analysts: crude oil has spent most of May between $109 and $112 per barrel on FRED settlement data — historically the kind of price environment that drives a sustained OFS upcycle — yet service company margins, utilization rates, and stock

EOG Resources 2026: Production Strategy, Well Economics, and Why the Benchmark E&P Keeps Outperforming

EOG Resources 2026: Production Strategy, Well Economics, and Why the Benchmark E&P Keeps Outperforming

EOG Resources, Inc. | NASDAQ: EOG | Source data: EOG Q1 2026 earnings release, 10-Q filing, EIA Drilling Productivity Report (May 2026), Baker Hughes rig count data EOG Resources set the benchmark for US upstream capital efficiency in 2025 — and its Q1 2026 results suggest that discipline is holding even as

Permian Basin Oil Production Outlook 2026: Midland vs. Delaware, Growth Ceiling, and What Operators Are Watching

Permian Basin Oil Production Outlook 2026: Midland vs. Delaware, Growth Ceiling, and What Operators Are Watching

The Permian Basin Oil Production Outlook in 2026: Growth, Constraints, and What Comes Next The Permian Basin oil production outlook in 2026 is running ahead of expectations. Texas field production hit 5,806 Mbbl/d in February 2026, up from 5,560 Mbbl/d in January, according to EIA data.

DUC Wells by Basin 2026: Inventory Tracker and Production Implications

DUC Wells by Basin 2026: Inventory Tracker and Production Implications

What Are DUC Wells? A drilled-but-uncompleted well is exactly what it sounds like: the wellbore has been drilled to total depth, casing has been run, and the hole is ready for hydraulic fracturing — but the completion work hasn't happened yet. The well sits in inventory, representing

Permian Basin Rig Count 2026: Weekly Tracker, Midland vs. Delaware, and Production Implications

Permian Basin Rig Count 2026: Weekly Tracker, Midland vs. Delaware, and Production Implications

The Permian Basin rig count in 2026 sits around 185-195 active rigs, but that number understates basin activity. Here's the full picture: Midland vs. Delaware, operator behavior, and what the count actually signals for production.