Enverus

MAY 28, 2025

Asset Optimization: Permian inventory is increasingly scarce, with seven operators controlling 71% of remaining sub-$50/bbl inventory. Collectively, these organizations represent: 60% of North American crude oil production 56% of natural gas production $12.1

Energy 130

Energy Energy Exploration and Production Gas 130

Oil Gas Leads

MAY 1, 2025

While not as prolific as the Permian or Eagle Ford, it offers strong midstream infrastructure and low breakeven costsmany sub-$50/bbl. Cost Efficiency & Drilling Innovation Chevron reports 75% of its DJ inventory has <$50/bbl breakevens. mcf/bbl in 2019 ~6.95 mcf/bbl in 2025). Prairie Operating Co.

Basin 52

Basin BBL Gas Midstream 52

Oil Gas Leads

JUNE 4, 2025

million b/d ( 45% from 2020) Non-Permian Tight Oil (2024): 4.1 from 2020) Permian Plays Driving Production Permian Play 2024 Production Notes Wolfcamp 3.4 million b/d ( 45% from 2020) Non-Permian Tight Oil (2024): 4.1 from 2020) Permian Plays Driving Production Permian Play 2024 Production Notes Wolfcamp 3.4

Basin 52

Basin Oil Operator Gas 52

Enverus

APRIL 23, 2025

Upstream deal markets are heading into the most challenging conditions we have seen since the first half of 2020. That year oil still averaged a relatively strong $78/bbl though, different from a move towards the lower end of its cyclical trading range that 2025 is witnessing.

Upstream 162

Upstream E&P E&A Natural Gas 162

Oil & Gas 360º

APRIL 23, 2025

With produced water now available for flooding the Oungre, we have introduced approximately 3,000 bbl/d of injection and were able to suspend a source water well that is expected to save an estimated $250,000 per year in operating costs. GJ to $3.35/GJ. Boe may be misleading, particularly if used in isolation.

Gas 100

Gas Oil Exploration and Production BBL 100

Rextag

APRIL 24, 2025

Since 2020, Austin Chalk gas output has nearly tripled to 1.8 Bcf/d, while oil output from the formation has increased by 26,000 barrels per day ( bbl /d). While the Eagle Ford Shale still contributes 73% of this supply, the Austin Chalk is showing the fastest growth trajectory. Whos Leading the Charge?

Gas 52

Gas BCF BBL Exploration and Production 52

Oil Gas Leads

MAY 28, 2025

Taking them offline reflects a shift toward DUC (drilled but uncompleted) inventory building , a strategy SM effectively deployed during the 2020 downturn. SM Energy has parked two of its most active rigs : Rig Contractor Total Wells Avg Days Between Spuds Last Activity Rig 43 Latshaw 23 wells 16.5

Spud-in 52

Spud-in Basin Energy Energy 52