Alternatives

January 1, 2023

E&P First Quarter 2023

Eagle Ford

Executive Summary

Strong rig-count growth spurred an Eagle Ford production increase that was second only to the Permian.  However, production improvement was offset by commodity price easing in the latter half of 2022 and early 2023, resulting in Eagle Ford comp group stock price declines over the last year.  Despite those dynamics, interest in the Eagle Ford remains high, with Devon doubling its presence in the basin in late 2022 and SilverBow making significant acquisitions (SandPoint and Sundance) last year.

Download the full newsletter

Download
Download the newsletter

Continue Reading

Eagle Ford: Steady as She Goes in a Year That Wasn’t
Eagle Ford: Steady as She Goes in a Year That Wasn’t
Eagle Ford maintained stable production despite declining rig counts, reflecting basin maturity and disciplined capital investment. Commodity price volatility, particularly driven by geopolitical events, played a key role in shaping recent performance and outlook.
Eagle Ford Shale M&A Update
Eagle Ford Shale M&A Update
Eagle Ford M&A activity remains limited, driven by basin maturity, capital discipline, and competition from higher-return regions like the Permian. Transaction activity is expected to stay selective, with incremental deals tied to portfolio optimization and divestitures.
Pooling and Unitization: Understanding the Impact on Mineral Interest Value
Pooling and Unitization: Understanding the Impact on Mineral Interest Value
Pooling and unitization determine how production and revenue are allocated across mineral interests, directly impacting royalty income and valuation. Understanding these concepts is essential for accurately assessing both current cash flow and long-term asset value.

Cart

Your cart is empty