The Latest

Money Talks: First Horizon's Investment Thesis on Oil, Gas

Macro events must be part of the investment thesis in a global commodities business, says Moni Collins, senior vice president for energy lending at First Horizon Bank.

Undrilled but not Unnoticed: White Space Buyers Invest Now for Future Upside

Undeveloped, unpermitted acreage lures private equity risk-takers who want in on the mineral and royalty coffers.

Infinity’s Utica Oil Output Rising as Play M&A, Expansion Underway

Securities analysts expect some M&A may be coming from the growing oil and wet-gas results in eastern Ohio, they report, including by newly public Infinity Natural Resources.

BKV Applies Refrac Playbook to Potential M&A Targets

BKV Corp. applies its refrac playbook—tried and true in the Barnett Shale—to potential M&A targets as it looks to gain contiguous acreage, Upstream President Eric Jacobson told Hart Energy at DUG Gas.

Sitio Fights for its Place Atop the M&R Sector

The minerals and royalties space is primed for massive growth and consolidation with Sitio aiming for the front of the pack.

Japan’s Mitsui Testing Western Haynesville Alongside Comstock, Aethon

Japanese firm Mitsui has plans to drill a horizontal well in the emerging western Haynesville play as renewed foreign investment in U.S. shale continues to pick up steam.

Sabine Oil & Gas to Add 4th Haynesville Rig as Gas Prices Rise

Sabine, owned by Japanese firm Osaka Oil & Gas, will add a fourth rig on its East Texas leasehold next month, President and CEO Carl Isaac said.

Phillips 66’s NGL Focus, Midstream Acquisitions Pay Off in 2024

Phillips 66 reported record volumes for 2024 as it advances a wellhead-to-market strategy within its midstream business.

Buying Time: Continuation Funds Easing Private Equity Exits

An emerging option to extend portfolio company deadlines is gaining momentum, eclipsing go-public strategies or M&A.

Camino Reportedly Seeking $2B Sale as Midcon M&A Heats Up

Oklahoma producer Camino Natural Resources—one of the Midcontinent’s largest private E&Ps—is reportedly exploring a sale in the range of $2 billion.