Navigating power gridlock: How planned transmission lines will impact congestion
In an era where electricity demands continue to escalate, the importance of a reliable and efficient electrical grid cannot be overstated. Transmission lines form the backbone of the power grid, crucial for transmission and distribution of electricity from power generation sources to residential and commercial locations. As demand has increased in areas such as ERCOT, congestion on the network has become a significant challenge.
Shale maturity driving increase in cost of supply
Enverus Intelligence Research (EIR), a subsidiary of Enverus, the most trusted energy-dedicated SaaS platform, has released a new report that quantifies the remaining drilling inventory across key North American shale plays.
Viper Energy acquires GRP assets in third largest ever minerals transaction
In a year that began with lackluster minerals-focused M&A activity, there were signs of life in Q2 with the first transaction exceeding $10 million as Kimbell Royalty Partners acquired MB Minerals for $143 million. Compared to operating company M&A, even this deal gets lost in the shadow of E&P mergers and acquisitions where there were six […]
Some costs falling, but don’t expect a 2023 response from E&Ps
Over the last few quarters, executives at U.S. upstream operators have grown accustomed to analysts asking about cost inflation. It’s an inevitable part of every conference call. During the late July to mid-August earnings season for Q2, the question shifted to possible deflation, with companies across America’s shale patch making small note of an improved […]
EPA’s emission revision: More rules, double the methane, triple the tax
Enverus Intelligence Research (EIR), a subsidiary of Enverus, the most trusted energy-dedicated SaaS platform, has released a report that analyzes the U.S. Environmental Protection Agency’s (EPA) latest proposed changes to Subpart W of the Greenhouse Gas Reporting Program (GHGRP), quantifying the impacts on total reported methane, CO2e emissions levels and IRA methane fee liabilities across U.S. sectors and basins. EIR has pinpointed the most material new source categories and calculations and assess their potential to significantly alter the current emissions landscape among upstream and gathering entities in the U.S.
Maintaining our bullish call past the deadline
Enverus Intelligence Research (EIR), a subsidiary of Enverus, the most trusted energy-dedicated SaaS platform, has released its latest FundamentalEdge report focused on global drivers for oil and gas prices to 2030, the five-year oil and gas supply and demand outlook, and price forecasts. For several months, EIR has maintained that Brent prices will reach $100/bbl by the end of this year.