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upstream-analysis

U.S. land drilling rig against open sky, upstream oil and gas operations

U.S. Rig Count Deep Dive: 18 Months of Basin-by-Basin Intelligence

U.S. Rig Count Deep Dive: 18 Months of Basin-by-Basin Intelligence OIL & GAS INTELLIGENCE | BAKER HUGHES WEEKLY RIG COUNT | EIA DRILLING PRODUCTIVITY REPORT 1. The Headline Number The U.S. rig count stood at 543 rigs for the week of March 27, 2026 — down 9 rigs from

Natural gas processing facility and pipeline, LNG export terminal

Natural Gas: The Recovery That Almost Wasn't

Henry Hub hit $7.72/MMBtu in January 2026. By February, it was back at $3.62. That 53% move in 30 days tells you everything you need to know about the 2026 natural gas market: volatile, weather-dependent, and not yet structurally healed. The recovery that U.S. gas

Permian Basin pumpjacks operating at sunset, West Texas oil production

The Permian in Q1 2026: Still Running Hot

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

State of U.S. Upstream: The 2026 Benchmarking Report

Every quarter, CIR benchmarks U.S. upstream across the metrics that actually matter: production volumes, rig count by basin, year-over-year trajectory, and the macro environment heading into the next period. This is the Q1 2026 edition. Production: The January Reset EIA data for January 2026 shows U.S.

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

Q4 2025 Earnings: Mid-Cap E&Ps and the Diversification Dividend

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

The Majors' Q4 2025: Scale Wins, and the Scoreboard Is Getting Shorter

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

Gas Producers Cash In: Q4 2025 Earnings Show a Sector Transformed by Price Recovery