War Damage Outlasts Forward Market Expectations
Enverus Intelligence® Research says war-damaged refining capacity could recover more slowly than forward markets imply, keeping product margins elevated through 2027.
You can’t print barrels: EIR holds $100 Brent forecast
Enverus Intelligence® Research maintains its $100/bbl Brent forecast through 2027 despite weaker oil demand, citing constrained supply, low inventories and limited refining capacity.
Egress expansion to enable Canadian oil growth
Enverus Intelligence® Research finds new and expanded oil pipeline capacity could support 2–3 MMbbl/d of Western Canadian production growth into the late 2030s, while easing pipeline constraints and keeping WTI-WCS differentials below $15/bbl.
China’s Order No. 837 adds project-delay risk to U.S. power supply chains
Enverus Intelligence® Research examines how China’s Order No. 837 could add project-delay risk for U.S. power developers through new approval requirements for technical support.
Africa emerges as center of global upstream acreage rush
Enverus Intelligence® Research finds Africa captured about half of new upstream country entries globally in 1H25–1H26, led by expanding activity in West Africa and renewed licensing interest in North Africa.
Global drilling availability narrows as demand rises
Enverus Intelligence® Research identifies the global regions best positioned for rig deployment and the geopolitical and operational factors shaping future growth. Discover where global land drilling opportunities are emerging as international demand rises and market access becomes increasingly constrained.
Enverus unveils top U.S. drillers of 2026
Enverus releases its 2026 rankings of top U.S. land drilling contractors and customers, using the latest drilling data to benchmark footage, pace, well design and rig activity.
Who the FERC is ready? Grading grid readiness for large loads
Enverus Intelligence® Research evaluates U.S. grid readiness for large data center loads, finding SPP ahead on regulatory certainty while major PJM and MISO project pipelines remain exposed to timing and cost risks.
Behind-the-meter generation forecast: Skipping the queue
Enverus Intelligence® Research forecasts 25.5 GW of U.S. industrial demand will rely on behind-the-meter generation through 2030, with data centers driving 88% of demand and speed-to-power shaping technology choices.
2Q26 U.S. upstream M&A slows to $9.1 billion amid crude volatility
Enverus Intelligence® Research examines the 2Q26 slowdown in U.S. upstream M&A and the factors that could drive stronger deal activity later in 2026.