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 Eagle Ford.

Despite a notable rig count decline, Eagle Ford production generally remained about flat over the twelve months ended March 2025. Modestly declining commodity prices combined with the formation’s falling rig count pushed the region’s benchmark groups’ stock prices into single-digit declines over the review period.

Although M&A activity in the Eagle Ford remained minimal, with only two material transactions over the last twelve months, Andrew Dittmar, with Enverus Intelligence Research, noted that the Eagle Ford remains the most fragmented of the major unconventional plays and provides substantial opportunities to build via acquisition.

Exploration & Production Newsletter

Region Focus: Eagle Ford

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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