Oil & Gas

July 12, 2024

Just Released | 2Q24 Exploration & Production Newsletter

Region Focus: Permian

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

Download Newsletter

Continue Reading

Mineral Aggregator Valuation Multiples Study Released-Data as of August 17, 2026
Mineral Aggregator Valuation Multiples Study Released

With Market Data as of August 17, 2026

Mercer Capital has thoughtfully analyzed the corporate and capital structures of the publicly traded mineral aggregators to derive meaningful indications of enterprise value. We have also calculated valuation multiples based on a variety of metrics, including distributions and reserves, as well as earnings and production on both a historical and forward-looking basis.
Q2 2026 E&P & OFS Earnings Calls
Q2 2026 E&P & Oil Field Services Earnings Calls
Second quarter 2026 earnings calls point to selective growth, expanding international unconventional activity, and an increasing premium on physical market access, while capital discipline remains central to industry decision-making.
Energy Valuation Insights Blog Oil & Gas
Read Now about Q2 2026 E&P & Oil Field Services Earnings Calls
WhiteHawk Minerals Enters the Public Market
WhiteHawk Minerals Enters the Public Market
WhiteHawk Minerals’ 2026 IPO capped a rapid expansion built on acquisitions, natural gas-focused mineral and royalty interests, and a strengthened balance sheet. Its public-market debut provides investors and financial professionals with a new benchmark for evaluating royalty-focused exposure to the Marcellus and Haynesville Shales.
Energy Valuation Insights Blog Oil & Gas
Read Now about WhiteHawk Minerals Enters the Public Market

Cart

Your cart is empty