Energy Advisors Group’s Post

We have released a Special Report in our Research and Thought Leadership efforts as a continuation of our Market Monitor Series. This latest 28-page Special Report analyzes Diamondback Energy's $26 billion acquisition of Midland-based private Endeavor Energy Resources, LP and provides additional comments, contrast and context to the industry's largest buy of a private E&P. Also, included in this Special Report is a Special Supplement that has individual Deal Sheets for all the large deals transacted in the last 12 months in the Permian Basin. Download The Report Here: https://lnkd.in/g7dpDSrU The principals at Energy Advisors Group have been providing market research and facilitating transactions between buyers, sellers and capital providers for over 30 years. Our research focus provides content, contrast and context to the oil and gas industry. Please reach out to Brian J. Lidsky ([email protected]) to learn more about this report or any of EAG's other market monitor research studies. Current Assignments: https://lnkd.in/epPqcEZ Qualifications & Capabilities: https://lnkd.in/gUKH7wuV Research/Perspectives: https://lnkd.in/g6mjMQ8p #permianbasin #oilandgas #mergersandacquisitions #research

One of our most topical monthlies: First, will a Trump or GOP victory in November unleash a new wave of pipeline construction? Unlikely. We explain the economic - not political - variable that has been reducing pipeline construction for the last 10+ years. Second, Shale is growing again - so is Shale's long-term economic value increasing? Not necessarily. The late '90s and early 2000s saw natural gas power plants (IPPs) take huge market share. The result was less volatile electricity prices that ultimately reduced the value of higher-cost nat gas plants, and led to the absorption of the once-mighty IPP sector into diversified utilities (much like today's absorption of shale into Exxon and Chevron). Read here: https://lnkd.in/dhyUEAF

We’ve been saying for a while now that the natural gas storage market may be on the verge of a comeback. At the same time, we’ve cautioned that the world has changed since the heyday of gas storage, that what’s driving storage values today is vastly different than in the past, and that only a handful of storage projects are likely to reach FID. In today’s RBN blog, we discuss one such project: a greenfield storage facility under construction at two depleted reservoirs southeast of Dallas. https://lnkd.in/gCJ7_aQA

In Enbridge's recent 4Q23 earnings call, the company highlighted it was nearing completion of its Gray Oak pipeline expansion. With up to 200 Mb/d of increased capacity, the pipeline will soon be able to transport up to 1.1 MMb/d of Permian crude to key markets along Texas' Gulf Coast and relieve constraints currently hindering Permian production growth. However, BTU Analytics currently sees a multitude of factors indicating this relief will only be short-lived and thus likely require another expansion in the near term. Check out our latest Energy Market Insight on the impact of Gray Oak expansion here: https://lnkd.in/gD5BteRd #btuanalytics #factset #energy #oilandgas #pipeline #permianbasin #crudeoil

🛢️ Navigating the Dynamics of the #Well #Casing #Market 🌍 Get Details:https://rb.gy/wogktp The well casing market plays a crucial role in the exploration and production of oil and gas, providing structural integrity and protection to wells drilled in diverse geological formations. Let's delve into the key trends shaping this essential sector: Market Drivers: 1️⃣ Growing Energy Demand: Despite the increasing focus on renewable energy sources, oil and gas remain integral components of the global energy mix, driving sustained demand for well casing in exploration and production activities. 2️⃣ Technological Advancements: Innovations in well casing materials, design, and installation techniques enhance well integrity, reliability, and longevity, enabling operators to access deeper and more challenging reservoirs. #WellCasing #OilandGasIndustry #MarketTrends #EnergyDemand #TechnologicalInnovation #AssetIntegrity

Interesting read about the “new” era of oil and gas, though I think some of these trends have been a pattern for the past 5 to 10 years.

The latest ERCOT report outlines the Permian Basin Reliability Plan, highlighting critical developments and strategies essential for Texas energy professionals, particularly those focused on legislation and regulatory affairs. 📊🔍 Key Highlights: 🔹 Legislative Directive: House Bill 5066 mandates ERCOT to develop a comprehensive reliability plan for the Permian Basin, addressing both current and future demands. 🔹 Load Forecasting: Significant growth is forecasted in the region, driven by increased oil and gas activities alongside new industrial and data facilities, predicting peak demands reaching up to 14,705 MW by 2038. 🔹 Transmission Infrastructure: The plan identifies the need for substantial investment in transmission facilities to meet these demands, with cost estimates ranging from $9.1 billion (by 2030) to $15.3 billion (by 2038). 🔹 High Voltage Transmission: ERCOT is considering extra-high voltage (EHV) transmission lines to enhance grid reliability and efficiency, offering numerous benefits including increased transfer capability, reduced right-of-way impacts, and improved stability. 🔹 ERCOT’s Role: ERCOT oversees the planning process, conducting thorough assessments and collaborating with Transmission Service Providers (TSPs) and the ERCOT Regional Planning Group (RPG). For Texas energy professionals, especially those engaged in regulatory affairs, understanding these developments is crucial for strategic planning and compliance. The Permian Basin Reliability Plan not only aims to support the region's growing energy needs but also sets a foundation for sustainable and reliable energy infrastructure. 🌟⚡ Grid Monitor is committed to providing real-time, accurate data and insights to empower energy professionals. Stay tuned for more updates and in-depth analysis on how these developments will shape the future of Texas's energy landscape. #GridMonitor #ERCOT #PermianBasin #TexasEnergy #EnergyInfrastructure #Legislation #RegulatoryAffairs #EnergyProfessionals

Based on Goldman-Sachs’ fundamental analysis, the oil and gas industry’s midstream segment “has significant upside potential” https://lnkd.in/gYnDXs9z. The midstream sector includes all the infrastructure, resources, and equipment needed to connect the oil and gas upstream and downstream markets. For example, storage tanks carry vast amounts of either oil or gas, ready to be sold in the various industries. This midstream activity is crucial for keeping oil supply and demand under control in the global market. “When we think about the midstream or energy infrastructure space, we’re really talking about those companies that perform the shipping and handling function of the energy value chain. These are companies that are providing services for a fee.” - Head of Energy Research at VettaFi Midstream facilities and the services they provide are an essential part of the world’s energy future. Factors such as increasing production and consumption of refined petroleum products are expected to boost the demand for services from the oil and gas midstream market. In particular, the transportation segment of this market is likely to dominate the industry from 2022 to 2027. If you are seeking opportunities to elevate your lifestyle and enjoy greater financial freedom, we can help you generate passive income with hard assets operating within the oil and gas industry. Learn more → https://lnkd.in/geX-G7Wb. #oilandgas #oilindustry #oilandgasindustry #petroleum #passiveincome #residualincome #wealthbuilding #secondincome #investment

Energy Advisors Group has released an A&D Deal Alert as we close on 2Q24. This is a continuation of our Market Monitor Series and thought leadership efforts. The full 12-page Special Report highlights two impact deals: - SM Energy Company (80%) and NOG - Northern Oil & Gas, Inc. (NYSE: NOG) (20%) buy XCL Resources in Uinta Basin for $2.55 billion cash - Matador Resources Company buys Ameredev II, LLC in Delaware Basin for $1.9 billion cash Download The 2Q24 Special Report Here: https://lnkd.in/gvAp2rga Please reach out to Brian J. Lidsky ([email protected]) or Blake Dornak ([email protected]) to learn more about this report or any of EAG's other market monitor research studies. We are working hard to expand our thought leadership and look forward to providing additional market insight for our clients through regional perspectives, M&A analysis and market monitor. Current Assignments: https://lnkd.in/epPqcEZ Qualifications & Capabilities: https://lnkd.in/gUKH7wuV Research/Perspectives: https://lnkd.in/g6mjMQ8p #mergersandacquisitions #capitalmarkets #research #consolidation #deals

In 2013, there was a narrative that the #shalegas revolution was actually a bubble. Search for news at the time and you'll find everyone from the New York Times to anti-fracking groups suggesting this whole shale thing was nothing more than Wall Street hype. They were wrong. A decade after becoming the world's largest producer, the United States has more recoverable #naturalgas than ever. The resources available in the United States today are nearly twice what they were in 2010. The recent technological innovation in renewable energy gets a lot of attention, from dramatic cost declines to higher capacity factors. And that is all well deserved. But don't sleep on the innovation in the natural gas industry. Engineers, geologists, and roughnecks keep finding a way to produce more of the affordable fuel that has saved households billions of dollars on their monthly energy bills while also creating a competitive advantage for American manufacturers. https://lnkd.in/gg44Gx99