Canadian oil sands equities outperform U.S. peers as sector rerates
CALGARY, Alberta (Oct. 29, 2025) Enverus Intelligence® Research (EIR), a subsidiary of Enverus, the most trusted energy-dedicated SaaS company that leverages generative AI across its solutions, is releasing a new analysis on Canadian oil sands equities, highlighting sector rerating, valuation dislocations, and the impact of recent market and policy shifts. “The recent outperformance of oil […]
Duvernay forecasted to reach 200 Mbbl/d by 2030 as Willesden Green ramps up
Enverus Intelligence® Research forecasts Duvernay liquids output to surge 70% by 2030, driven by Willesden Green’s rapid growth and improved well performance, meeting rising oil sands condensate demand.
JERA: Latest Asian Firm to Take Haynesville Stake
In response to this week’s announcement that JERA, a leading Japanese energy company and one of the world’s largest LNG buyers, was expanding its upstream footprint through the $1.5 billion acquisition of the South Mansfield joint venture from GEP Haynesville and Williams, Andrew Dittmar, principal analyst at Enverus Intelligence® Research provided this commentary explaining the […]
U.S. oil and gas M&A slumps as low crude prices keep buyers in the dugout
Enverus Intelligence Research reports U.S. oil and gas M&A fell to $9.7B in Q3 2025 as low crude prices stalled deals, while SMID-cap consolidation and strategic mergers shape the next phase of upstream activity.
Natural gas power M&A premiums double as data center demand and capital costs transform U.S. energy market
Enverus Intelligence® Research reveals U.S. power M&A premiums have doubled amid surging data center demand and rising capital costs, reshaping asset valuation strategies in PJM and ERCOT markets.
In BESS of both worlds, optimal battery configuration cuts large load costs up to 44%
Enverus Intelligence® Research reveals how hybrid Battery Energy Storage Systems (BESS) combining Behind-the-Meter (BTM) and Front-of-the-Meter (FTM) strategies can reduce energy costs for large load entities by up to 44%. The report highlights optimal configurations for EV fleet charging optimization, peak shaving, energy arbitrage, and ancillary services revenue.
The future of ERCOT: 765 kV transmission expansion and fast-track interconnection set stage for unprecedented power growth
ERCOT is reshaping Texas’ power future with a $33B transmission overhaul and fast-track interconnection process, enabling 22.5 GW of new capacity and planning for nearly 100 GW of solar and battery additions by 2030. Enverus Intelligence® Research explores how these changes will reduce curtailment risk and support surging demand.
Morning Energy Live With Ben Dell: Private Capital’s Bet on the Future of Energy
On this episode of Morning Energy Live featuring Ben Dell, founder and managing partner at Kimmeridge, a private equity firm with approximately $5 billion in AUM, focused on upstream energy. Ben also serves as chairman of Commonwealth LNG, an export facility in Louisiana, and CEO of Chestnut Carbon, a Kimmeridge-backed company advancing nature-based carbon removal.
Carbon storage in question: Illinois regulation could threaten key CCUS projects
Enverus Intelligence® Research analyzes the impact of Illinois’ CO₂ sequestration restrictions on carbon capture projects, highlighting risks to 58 mtpa of Gulf Coast storage capacity and broader implications for U.S. energy infrastructure.
Carbon credit harvest: Ethanol’s fall surge in incentive stacking opportunities
Enverus Intelligence® Research is releasing a report focused on why carbon capture and storage (CCS) using ethanol feedstock is emerging as a high-impact decarbonization strategy for both the ethanol and carbon capture industries