Alternatives

January 1, 2019

E&P First Quarter 2019

Region Focus: Eagle Ford

After a sharp decline in crude prices and the stock market in general, the first quarter saw prices bounce back to finish about halfway between their Q4 peak and trough. Concerns about economic slowdowns increased in the fourth quarter, though these have subsided somewhat.  The Federal Reserve indicated in March that it would not raise rates for the rest of 2019, further easing concerns.  OPEC production declines helped ease supply and raise prices, though U.S. production has continued to grow.  Despite this domestic growth, investors have shown a preference for returns and capital discipline, not just surging growth.

Download the full newsletter

Download
Download the newsletter

Continue Reading

Getting Its DUCs in a Row: Appalachia Keeps the Gas Flowing
Getting Its DUCs in a Row: Appalachia Keeps the Gas Flowing
Appalachian natural gas production remained steady despite declining drilling activity, supported by a significant reduction in drilled but uncompleted wells. Comparing production trends, commodity price volatility, and public company performance across major U.S. basins highlights the impact of LNG demand, infrastructure constraints, and changing market conditions.
Appalachian Basin Mergers and Acquisitions Update: October 2025 Through September 2026
Appalachian Basin Mergers and Acquisitions Update

October 2025 Through September 2026

Appalachian Basin M&A activity from October 2025 through September 2026 featured a mix of large strategic asset trades, mineral and royalty acquisitions, and non-operated investments. The transactions highlight a broadening buyer universe and the importance of interpreting valuation benchmarks in light of differing asset structures and strategic considerations.
How Do Reserve Categories Affect Oil and Gas Valuation?
How Do Reserve Categories Affect Oil and Gas Valuation?
Reserve categories influence oil and gas valuation through differences in recovery certainty, required capital, development timing, and exposure to execution risk. Understanding how PDP, PDNP, PUD, probable, and possible reserves differ helps support more defensible valuation assumptions and conclusions.

Cart

Your cart is empty