Insights Across the Energy Value Chain

Western buys Brazos for $1.6B, Keyera pushes its Plains deal, Expro adds MPD tech, Chevron holds steady, and Exxon expects tight markets to persist.

In energy trading, risk problems do not always begin with the risk model. Often, they begin much earlier in the disconnected workflows surrounding the decision itself: By the time the full picture comes together, the moment to respond may already...

In mineral acquisition, there’s a gap between how fast title needs to happen and how fast it actually happens. Deals close in days. Manual title takes weeks. That gap is where acquisitions are won and lost. Most mineral buyers have...

Hyperscaler capex surge fuels data center demand and forces investors to weigh AI-driven revenue versus higher spending.

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.

This is the fifth installment in our series of blog articles dealing with source-to-pay and upstream oil and gas. Read the previous blog here.   For a lot of supply chain leaders in upstream oil and gas, the contract still feels like the...

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.

People have been calling the top of the Permian for years. And yet, they keep having to walk it back.  Our latest Permian inventory analysis from the Enverus Intelligence® Research (EIR) team shows why the basin continues to defy those...

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...