Nissa
Darbonne
Oil and Gas Investor
Latest
Operators Look to the Haynesville on Forecasts for Another 30 Bcf/d in NatGas Demand
Futures are up, but extra Haynesville Bcfs are being kept in the ground for now, while operators wait to see the Henry Hub prices. A more than $3.50 strip is required, and as much as $5 is preferred.
Q&A: Patterson’s OFS Perspective on the Shale Boom, Pandemic and Current Upswing
Former Basic Energy Services CEO Roe Patterson details his perspective on the shale boom and the lessons learned to get back to the current upswing in the industry.
Q&A: OFS Private Equity Firm Founder Patterson Talks Strategy Amid Trump, Upstream M&A
Roe Patterson sees a bright future for oil and gas and his new private equity firm, Marauder Capital, after lessons learned.
2025 Pinnacle Award: Christine Ehlig-Economides is a Pioneer in the Field and Classroom
University of Houston petroleum engineering professor Christine Ehlig-Economides has left an indelible mark on the industry and blazed a trail for women.
Q&A: Pearl Energy Investments Rides the Downturns for 250% ROI
Billy Quinn, founder and managing director of Pearl Energy Investments, leads a team that thrives amid the oil and gas investment cycles.
Segrist: American LNG Unaffected by Cut-Off of Russian Gas Supply
The last gas pipeline connecting Russia to Western Europe has shut down, but don’t expect a follow-on effect for U.S. LNG demand.
Polar LNG Express: North American NatGas Dynamics to Change with LNG Canada
The next major natural gas export project in North America has a location advantage with Asian markets. LNG Canada opens up a new pathway that will change the price dynamics for producers.
Q&A: Petrie Partners Co-Founder Offers the Private Equity Perspective
Applying veteran wisdom to the oil and gas finance landscape, trends for 2025 begin to emerge.
Paisie: Assessing an Uncertain Energy Future in Three Scenarios
Several years ago, Stratas Advisors developed three long-term energy scenarios. A scenario depicting greater market volatility in an increasingly unstable world is appearing more likely.
The Aggregators: Avant’s Winning Formula to Deliver Returns
Avant Natural Resources buys small, sells big and is loving every minute of it.
LNG, Data Centers, Winter Freeze Offer Promise for NatGas in ‘25
New LNG export capacity and new gas-fired power demand have prices for 2025 gas and beyond much higher than the early 2024 outlook expected. And kicking the year off: a 21-day freeze across the U.S.
Q&A: Crescent Midstream Charts CCS Course with $1B Project
CEO Jerry Ashcroft discusses the carbon capture and storage landscape and how the company is evolving.
E&Ps Pivot from the Pricey Permian
SM Energy, Ovintiv and Devon Energy were rumored to be hunting for Permian M&A—but they ultimately inked deals in cheaper basins. Experts say it’s a trend to watch as producers shrug off high Permian prices for runway in the Williston, Eagle Ford, the Uinta and the Montney.
Hirs: Investing for 2025—Growth by Acquisition
Fundamentals will push against increased production and a buyers’ market will rule.
The Private Equity Puzzle: Rebuilding Portfolios After M&A Craze
In the Haynesville, Delaware and Utica, Post Oak Energy Capital is supporting companies determined to make a profitable footprint.
Kissler: Can ‘Drill, Baby, Drill’ Trump Inventory, Capex Constraints?
President Trump continues to push E&Ps to “drill, drill, drill,” but producing an extra 3 MMbbl/d is easier said than done.
Belcher: Trump’s Policies Could Impact Global Energy Markets
At their worst, Trump’s new energy policies could restrict the movement of global commerce and at their best increase interest rates and costs.
AI-Shale Synergy: Experts Detail Transformational Ops Improvements
An abundance of data enables automation that saves time, cuts waste, speeds decision-making and sweetens the bottom line. Of course, there are challenges.
Bracewell: Many Await Updates to Existing CO2 Pipeline Safety Regulations
Pipeline proponents are facing challenges and have been hampered by the lack of clarity regarding CO2 pipeline safety regulations.
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.