Insights Across the Energy Value Chain

Enverus Innovator Blog

A weekly update on the latest “no-fluff” insight and analysis of the energy industry.

Enverus Intelligence® Research Press Release - Until LNG demand arrives, natural gas expected to struggle at $3
Energy Market Wrap
ByEnverus

Shell acquires ARC in a C$22B deal, Helix and Hornbeck merge, KKR exits Pembina Gas Infrastructure, Antero accelerates integration gains, and Golden Pass ships its first LNG cargo.

Enverus Press Release - Class VI wave expected to hit US
Energy Transition
ByBrynna Foley, Enverus Intelligence® Research

Rising solar PPA prices Shift Energy Economics Solar PPA prices climb as developers proceed with projects; Enverus details impacts on solar, wind, and storage markets.

Carbon storage in question: Illinois regulation could threaten key CCUS projects
Power and Renewables
ByMorgan Kwan

The S&P Global Commodities conference in Las Vegas brought together investors, developers, utilities, and hyperscalers at an inflection point for the power sector. Four themes dominated the conversation. Each one is directionally right. Each one is also commercially incomplete. Here’s...

Enverus Press Release - Decoding CCUS project success
Energy Transition
ByThomas Mulvihill

Discover how LG Energy and Samsung SDI are pivoting to grid energy storage as EV demand shifts and the BESS market expands.

Enverus Press Release - Looking past the CCUS power plant pipe dream
Energy Market Wrap
ByEnverus

This week’s Energy Market Wrap covers offshore consolidation, midstream dealmaking, rising gas demand from data centers and restored support for U.S. DAC hubs.

Shell strikes C$22 billion deal for Arc Resources
Analyst Takes Newsroom Topics
ByAndrew Dittmar

Shell’s $22 billion acquisition of Arc Resources vaults the supermajor into a leading Montney position and underscores Canada’s strategic importance in global LNG and integrated gas growth.

Enverus Press Release - Alternative fuels M&A focus turns from policy boosts to business resilience
Operators
ByIan Elchitz

Invoice-only AI can’t prevent pricing errors or budget surprises. Learn why AI in Source-to-Pay delivers better financial control through connected data and context.

U.S. oil and gas M&A slumps as low crude prices keep buyers in the dugout
Power and Renewables
ByEnverus

Power is now the primary constraint on data center development; not land, not capital, not compute. With grid interconnection queues stretching five to six years in key markets and ISOs acknowledging only about 20% of queued generation is actually under...

Enverus Intelligence® Research Press Release - Pains and Gains in the Haynesville
Energy Market Wrap
ByEnverus

Flywheel emerges in Ovintiv’s $3B Anadarko sale, Mach advances deep Anadarko gas, Rio Grande LNG clears construction hurdles, Chevron reshapes Venezuela exposure, and 2PointZero buys Traverse.

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