The LNG Comeback: Natgas Shines
Oil is rebounding but is forecast to continue to be constrained by excess production potential at a higher price. Meanwhile, U.S. natgas is all dressed up with lots of places to go.
February 10, 2021
E&P Lenders’ POV: The New Debt Deal
Secured-debt lenders have new terms for oil and gas producers. Some were underway before 2020.
January 21, 2021
E&P Investor Relations: Searching for Endangered Analysts
E&P heads of investor relations describe their 2020 of reduced capital available for capture and fewer analysts to guide the big bucks their way.
December 18, 2020
E&P Financing Case Study: War Bonds
2020 wasn’t looking like the kind of year an E&P could access capital—and certainly not at less than 2%. For Pioneer Natural Resources Co., it has been
November 27, 2020
Oil and Gas Investor: How to Delaware Today
Securing federal drilling permits, further proving the merits of midspacing wells, making free cash flow, achieving scale and finding an exit or, if not, how to go forward otherwise. Here’s what’s on the minds of oil and gas operators in the Delaware Basin today.
November 3, 2020
Castleton Resources Executive Q&A: Haynesville & Flush
Castleton Resources is now the U.S. E&P consolidation platform of investment-grade Tokyo Gas Co. Ltd.
October 27, 2020
Less Than Zero: A CSI on WTI
Nymex paper-trading of WTI crude futures normally represents the spot price. On April 20, the paper was worth less than zero.
October 22, 2020
Small Play, Big Wells: Permian Basin’s Horizontal Eastern Shelf
A conventional, stratigraphic trap in Scurry County on the Permian Basin’s Eastern Shelf doesn’t cover hundreds of thousands of acres like shale plays. But the wells are just as good. And, for private wildcatters, they’re particularly great.
September 28, 2020
Haynesville 2020
Kicked out of the club in 2012, the Haynesville was resurrected beginning in 2017 to take on the mighty Marcellus in metrics, aided by a proximity-to-market kicker. Now, it’s taking on oil basins at the IRR weigh-in.
August 4, 2020
Business, Private Equity, Exploration & Production, Shale Plays, Acquisitions & Divestitures, Trends
Private Reserves: An Outlook from Private Oil Producers
Zero- and lightly levered private operators throughout U.S. oil basins are on the lookout to buy—and not just where they operate currently. These five producers—in Wyoming, Oklahoma, Colorado and South Texas—share their plans.
July 6, 2020