For years, the hinterlands of the Permian Basin have suffered, yet E&Ps in the Delaware and Midland basins are returning to the periphery of the play, and many of them have something to prove—or at least prove up.
As new formations are proved up in the Powder River Basin, and more rigs move into the basin, E&Ps are gearing up for a shift to “manufacturing mode.”
Eagle Ford operators east of the San Marcos Arch are getting analysts’ attention. One has seen its stock jump 117% this year. Another said of this side of the downturn, “Now is the fun time.” Here’s the outlook from these Eagle Ford pure players.
As operators in the Permian Basin push the envelope on lateral lengths and completion intensity, sand rises as both a star player and potential bottleneck.
The oil and gas industry’s long flirtations with new technology—including hydraulic fracturing itself —have been romanticized, but E&Ps that lag behind in the coming digital wave of artificial intelligence may find heartbreak and ruin ahead.
Even as much of Wall Street slumbers, there are niches in private and public financial sectors that are awake and eager to seize opportunities in energy.
Operators here are solving for frack water sourcing and transport as well as recycling and disposal of enormous amounts of surplus produced water.
The Beast in the East will roar this year as the Marcellus reaches an inflection point. Bigger wells can fill the takeaway coming onstream.
Private-equity sponsors are seeing opportunities to invest in oil and gas, but exits are becoming increasingly complex.
Tinkering with completions in the Haynesville Shale has led operators to better wells and expanded the economic sweet spots.
Unconventional interest in oil and gas reservoirs begins to stir again in the San Juan Basin, the reigning world champion producer of coalbed methane gas.
Scale of development typically varies with a given producer’s size, balance sheet and comfort with at times complex logistics. As experience grows, the Midland Basin’s transformative process continues.