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June 30, 2023
Earthstone Energy is utilizing a strategic roll-up acquisition strategy to consolidate assets in the Delaware and Midland basins of the Permian, with the recent acquisition of Novo Oil and Gas Holdings significantly increasing their production and reserves.
May 22, 2023
Much tighter shale markets look baked in by year end. That would produce a lot of knock-on effects.
May 21, 2023
With both the rig count and DUC count in decline, signs of slowing shale oil production are emerging just as analysts are warning of a global oil supply deficit
May 3, 2023
The oilfield services sector has had a tough start to the year, but things should start looking up for the sector as shale companies need more drilling to counter decline rates.
April 24, 2023
This article discusses the potential risks and challenges faced by Tellurian in relation to their Driftwood LNG project, including the need for financing and signed purchase agreements.
April 11, 2023
I often get asked by readers of my articles, most of which involve investing in upstream oil and gas producers, and the service providers that support their activities, what the future of liquid, petroleum based fuels might be. People asking these questions, ...
April 10, 2023
ExxonMobil has made no secret of its intention to grow Permian production, and the rumors that its discussing a potential takeover of Pioneer Natural Resources make sense
March 28, 2023
Baytexs merger with Ranger Oil in the Eagle Ford plays on the proximity to the market and oil cut. With projected demand outstripping supply in Q2, it could rapidly boost shares beyond their pre-deal levels.
March 16, 2023
Although they may seem boring, pipeline stocks have been solid dividend payers for years on end, and even in a rising interest rate environment, they are likely to remain strong bets
February 21, 2023
Two pieces of news sent the share price of one of Americaโs shale superstars plummeting, but is it a buy at this level?