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, Bakken, and Appalachia, examining general economic and industry trends.
In this quarter’s newsletter, we focus on the Permian. Notable topics include the impact of Russia’s invasion of Ukraine on oil prices, the deleveraging of the majors relative to the constituents of the S&P 500, the increase in production in the Permian compared to other basins, and Earthstone Energy’s acquisition of Bighorn Permian Resources’ Midland Basin assets.
Download the Newsletter below.
Exploration & Production
Second Quarter 2022
Region Focus: Permian