Tagged With Shale
Public E&Ps splash cash in US shale patch
23 July 2021
Bullish gas projections are driving a strong resurgence in M&A activity
Clock ticking on Permian stranded assets
22 July 2021
Reduced drilling activity over the past year is increasing the threat of premature write-downs in the basin
Antero Resources rides wave
13 July 2021
Marcellus gas producer has cleared much of its debt worries, painting an optimistic picture that investors are getting behind
ConocoPhillips targets cash cow
1 July 2021
US firm expects Concho synergies in the Permian to dramatically lift revenues over the next decade
Opec can have cake and eat it—Morgan Stanley
29 June 2021
No longer having to choose between price and market share means the cartel does not need to rush to ease cuts, says analyst
Shareholders set to soak up excess US cash flow
1 June 2021
The domestic shale sector is generating considerable returns, with many operators planning to increase dividends
Cabot deal may prove exception rather than rule
27 May 2021
Merger showcases optimism in gas prospects but may not signal a wider shift towards multi-basin M&A
Conservative hedging bruises US shale
13 May 2021
Operator balance sheets are benefitting from the uplift in oil prices, but many could miss out as the bulk of their production is locked into more muted pricing
Restrained US shale set for cashflow pay-off
7 May 2021
Rebounding oil prices have boosted company balance sheets, but debt remains the priority over growth
US large caps turn corner
6 May 2021
The financial strain is starting to ease as the shale patch sees the effects of rising oil prices
Protests compound Argentina’s gas woes
22 April 2021
Efforts to raise Vaca Muerta production face financial and strike action hurdles
Offloading assets drives US deal-making
15 April 2021
An accelerating vaccine rollout and robust oil prices encourage consolidation across marginal plays
Deals still to be done in US shale patch
27 March 2021
Operators including majors have snapped up nearby acreage to leverage synergies at lower cost. But with oil prices higher and discounts potentially fading, will prolific spending slacken?
Permian leads the shale charge
23 March 2021
Output is creeping up in the US but still faces a tough task in rebounding to pre-Covid levels
IPO highlights investors’ US shale hesitancy
22 March 2021
Vine Energy’s financing efforts reveal lingering public market doubts despite healthy prospects for gas
Chevron puts Permian at heart of its net-zero strategy
16 March 2021
Robust FCF and driving down emissions in the shale patch are central planks in the US major’s journey towards low-carbon energy
Chevron puts Permian at heart of its net-zero strategy
16 March 2021
Robust FCF and driving down emissions in the shale patch are central planks in the US major’s journey towards low-carbon energy
US shale presses the reset button
9 March 2021
Upstream producers stress permanent financial change even as those with the greatest acreage and deepest pockets begin to stir
Permian to retain US deal-making lead
18 January 2021
A Q4 M&A upswing proved there are still consolidation opportunities and the Texas/New Mexico basin will remain the hotspot
Senate wins bolster Biden’s agenda
12 January 2021
The Democrat victories in Georgia dramatically change the political picture but do not pose an existential threat to the shale patch
Death march for US shale?
2 December 2020
The incoming Biden administration has ambitious plans for low-carbon energy but must negotiate the Senate first
US shale deal-making stirs to life
22 October 2020
Domestic acquisitions gain momentum after woeful performance across the first three quarters of the year
US shale patch dealmaking stays sluggish
16 October 2020
Several prominent deals have helped partially salvage M&A activity, but conditions still look gloomy
Keeping US shale afloat
9 October 2020
Improving drilling and completion efficiency is crucial for the industry to accelerate cashflow and remain economically viable
No recovery in sight for US shale
27 September 2020
Barrels may have returned to the market, but lack of drilling and bearish conditions will likely see production fall sharply across Q4
US shale running out of time
1 September 2020
Financial conditions may have rallied, but the long-term survival of many firms still hangs in the balance