Sandy
Segrist
Hart Energy
Latest
Midstream Operators See Strong NGL Performance in Q4
Export demand drives a record fourth quarter as companies including Enterprise Products Partners, MPLX and Williams look to expand in the NGL market.
The Problem with the Pause: US LNG Trade Gets Political
Industry leaders worry that the DOE’s suspension of approvals for LNG projects will persuade global customers to seek other suppliers, wreaking havoc on energy security.
Analysts: Diamondback-Endeavor Deal Creates New Permian Super Independent
The tie-up between Diamondback Energy and Endeavor Energy—two of the Permian’s top oil producers—is expected to create a new “super-independent” E&P with a market value north of $50 billion.
Darbonne: ESG, ‘Oh So 2022,’ Reduced to Table Stakes?
ESG champion BlackRock is paring, while Exxon Mobil’s growing. Today, ESG is just table stakes.
Kissler: The Challenge for Oil is Falling Demand, Despite Heightened Middle East Conflicts
Even though demand is the bigger weight on traders’ minds right now, Red Sea attacks and the U.S.’ “shadow war” with Iran still have the potential to impact the global oil supply, and consequently, prices.
Carlson: $17B Chesapeake, Southwestern Merger Leaves Midstream Hanging
East Daley Analytics expects the $17 billion Chesapeake and Southwestern merger to shift the risk and reward outlook for several midstream services providers.
Vietnam Seeks Delicate Balance Among US, China, Russia
Ongoing U.S. tensions with China and Russia offer Vietnam an opportunity to boost economic ties with the former if American investors can steer past geopolitical smokescreens and destine funds for infrastructure, power and LNG projects all somewhat tied to Vietnam’s manufacturing sector.
Paisie: Economics Edge Out Geopolitics
Weakening economic outlooks overpower geopolitical risks in oil pricing.
Commentary: Are Renewable Incentives Degrading Powergen Reliability?
A Vistra Corp. chief, ERCOT’s vice chairman and a private investor talk about what’s really happening on the U.S. grid, and it’s not just a Texas thing.
Petrie Partners: A Small Wonder
Petrie Partners may not be the biggest or flashiest investment bank on the block, but after over two decades, its executives have been around the block more than most.
The OGInterview: Petrie Partners a Big Deal Among Investment Banks
In this OGInterview, Hart Energy's Chris Mathews sat down with Petrie Partners—perhaps not the biggest or flashiest investment bank around, but after over two decades, the firm has been around the block more than most.
Tax Credit’s Silence on Blue Hydrogen Adds Uncertainty
Proposed rules for the 45V hydrogen production tax credit leave blue hydrogen up in the air, but producers planning to use natural gas with carbon capture and storage have options.
Drilling Tech Rides a Wave
Can new designs, automation and aerospace inspiration boost drilling results?
Column: There’s Methane to Our Madness
The EPA’s methane rule will likely face resistance—but it shouldn’t.
The Risks and Benefits of the IRA’s 45Q, 45Z
The Inflation Reduction Act sections 45Q and 45Z are incentives to invest in energy transition and renewable energy projects, but they involve legal considerations to account for.
Romito: Time to Evaluate Carbon Price
The industry must evaluate its price of carbon to prepare for the impact of a possible border tax.
Private Equity: Seeking ‘Scottie Pippen’ Plays, If Not Another Michael Jordan
The Permian’s Tier 1 acreage opportunities for startup E&Ps are dwindling. Investors are beginning to look elsewhere.
Wolf in Sheep's Clothing: Cryptocurrency's Effect on Energy, Society
Cryptocurrency miners and their ravenous appetite for electricity are creating widespread problems for electricity grids that are already short of capacity.
BKV CEO: Barnett E&P Waits for Right Window to Launch IPO
After volatility in natural gas prices and broader economic instability in 2023, could BKV Corp.—the largest Barnett Shale producer—move forward with its IPO this year?
4Q Deal-Making Was $144B; What’s Next?
U.S. takeout targets are few now. Operators may go abroad to add reserves, according to Enverus. Private E&Ps may pick up offshoots from portfolio pruning.
Belcher: Guaranteed Policy and Regulatory Uncertainty
With an expectedly close presidential election and small margins of control in both houses of Congress, more policy and regulatory unpredictability is certain for the U.S. oil and gas industry.
Energy Transfer’s Sunoco Buys NuStar Energy for Scale, Permian Oil Footprint
Sunoco LP is gaining greater scale and adding new business lines through its $7.3 billion acquisition of NuStar Energy LP. But given Energy Transfer’s 100% ownership of the Sunoco partnership, could the deal face pushback by regulators?
Gushing, Ohio: EOG Joins Ascent, Encino in Top Oil Wells
EOG’s latest wells in its new Ohio oil play are rolling into state public records, while Ascent Resources and Encino Energy are reporting the biggest producers. All three are landing 3-milers. Some are 3.5 miles.
Oscars Season? Meet Guidance Season … and the Winner is?
Like movies under the Marvel and “Star Wars” banners—that have recently bombed—growth stocks are continuing a good run, but the appeal of the niche midstream sector could take center stage in 2024.
Vitol: Oil Demand Peaks in 2030s, Saudis to Quit Supply Cut This Year
Vitol executive Ben Marshall told oil and gas producers at IPAA’s Private Capital Conference that Saudi Arabia is losing patience. Also, the energy transition will take longer than expected.
Kissler: Red Sea Conflict Could Trigger Oil Shortage
Escalating tensions in the Red Sea heighten the potential for shipment disruptions and major impact on energy markets.
A Year of Probable Improvement: The Energy Transition in 2024
The year ahead could include more technology stacking, commercialization of geothermal technologies and improved economic conditions, analysts say.
West: Oil Service Industry 2024: A Tale of Two Markets
North America's oil service industry will decline while the international and offshore markets will drive growth.
Exxon-Pioneer Deal Breaks the Mold—Who Else Benefits?
Exxon Mobil's guidance indicates the supermajor intends to step on the gas once it completes the acquisition of Pioneer Natural Resources, which could lead to more investment in midstream infrastructure.
Beach Town Corpus Christi Grows into America’s Top Energy Port
The Port of Corpus Christi is the U.S.’ largest energy export gateway and in terms of total revenue tonnage as increased midstream investments have opened export markets for the prolific Permian Basin.