Mercer Capital’s Value Focus: Exploration & Production newsletter provides an overview of the industry through supply and demand analysis, commodity pricing, and public market performance.

In addition, each issue of this quarterly newsletter focuses on a region, including Eagle Ford, Permian, Appalachia, and Haynesville, examining general economic and industry trends. In this quarter’s issue, we focus on the Permian.

Permian production growth over the past year was a positive outlier among the four basins covered in our analysis, with Eagle Ford, Appalachia, and Haynesville all posting production declines (albeit Appalachia’s decline being insignificant at 0.3%). While showing typical reactions to global and national energy economic forces, commodity prices ended the period modestly improved. Rig count declines were greater than production declines, partly due to the continuation of the recent trend in DUC count declines – particularly in the Eagle Ford.

Read more about the Permian and other industry analyses in this quarter’s issue.

Exploration & Production Newsletter

Region Focus: Permian

Also in the newsletter:

• Oil and Gas Commodity Price Update
• Macro Update
• Industry M&A Activity
• Public Company Performance
• Production Update
• Rig Counts

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