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Shale Consolidation Aftermath: The Field Narrows

Widespread consolidation has reshaped the list of top public producers, says Enverus CEO Manuj Nikhanj.

Jan 13
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Pickering Prognosticates 2025 Political Winds and Shale M&A

For oil and gas, big M&A deals will probably encounter less resistance, tariffs could be a threat and the industry will likely shrug off “drill, baby, drill” entreaties.

Shale Consolidation Aftermath: The Field Narrows

Widespread consolidation has reshaped the list of top public producers, says Enverus CEO Manuj Nikhanj.

Shale Outlook Permian: The Once and Future King Keeps Delivering

The Permian Basin’s core is in full-scale manufacturing mode, with smaller intrepid operators pushing the basin’s boundaries further and deeper.

Shale Outlook Uinta: Horizontal Boom to Continue in 2025

After two large-scale transactions by SM Energy and Ovintiv, the Uinta Basin is ready for development—and stacked pay exploration.

Shale Outlook: Power Demand Drives Lower 48 Midstream Expansions

Rising electrical demand may finally push natural gas demand to catch up with production.

Shale Outlook: E&Ps Making More U-Turn Laterals, Problem-Free

Of the more than 70 horseshoe wells drilled to date, half came in the first nine months of 2024 as operators found 2-mile, single-section laterals more economic than a pair of 1-mile straight holes.

Shale Outlook Appalachia: Natural Gas Poised to Pay

Increasing gas demand is expected to rally prices and boost midstream planning as a new Trump administration pledges to loosen permitting—setting the stage for M&A in the Appalachian Basin.

Trying to Keep Tabs on the Inflation Reduction Act’s $370B

Several online trackers are following the flow of Inflation Reduction Act money, but a full accounting of the billions already obligated by the Biden administration is a monumental task.

Shale Outlook Eagle Ford: Sustaining the Long Plateau in South Texas

The Eagle Ford lacks the growth profile of the Permian Basin, but thoughtful M&A and refrac projects are extending operator inventories.

Back to the Future: US Shale is Growing Up

The Patch’s maturity will be tested in 2025 amid ongoing consolidation and geopolitical dissonance.

BYOP (Bring Your Own Power): The Great AI Race for Electrons

Data-center developers, scrambling to secure 24/7 power, are calling on U.S. producers to meet demand as natgas offers the quickest way to get more electrons into the taps.

Uncertainty Abounds: IRA Clean Energy Incentives Await Fate

Policy experts weigh in on the next possible steps for President Joe Biden’s signature climate law, the Inflation Reduction Act, following the Trump-led Republican trifecta.

Darbonne: The Power Grid Stuck in Gridlock

Greater power demand is coming but, while there isn’t enough power generation to answer the call, the transmission isn’t there either, industry members and analysts report.

Hirs: Expansive Energy Policies Set to Shape 2025 Markets

The incoming administration’s policies on sanctions, tariffs, regulations and deportations will impact the oil and gas industry.

Segrist: The Keystone for Trump?

President-elect Donald Trump talks about reviving the famously controversial Keystone XL Pipeline while threatening tariffs on the nation where it originates

Belcher: Heed the Harsh Lessons from Europe’s Net-Zero Perils

The EU’s aggressive climate stance is wreaking economic havoc and mounting regulations could hurt the U.S. LNG industry.

Midwesterners to CCUS: Not in My Corn Field

Midstream firms in the Midwest are running into brick walls of local opposition against carbon capture projects.

Paisie: With Oil Prices, It’s All About the Economy

One of the keys to pricing is whether global conflicts curtail the flow of oil. They have not.

Kissler, Wyett: Trump Tariffs and Potential Energy Market Aftershocks

U.S. production and prices may increase; global cooperation may decrease; but Trump’s previous tariffs had less of an impact on import prices than the COVID pandemic.
 

EY: Three Themes That Will Drive Transformational M&A in 2025

Prices, consolidation and financial firepower will push deals forward, says EY.

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