E&P Analysis

Financial & operational analysis of historical results, guidance & forecasts

E&P Analysis

Sep 9, 2026

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1 min read

Tamarack Valley Energy / Headwater Acquisition Creates Scale and a Stronger Balance Sheet

E&P | Canada | E&P Analysis

Patrick Enwright

E&P Analysis

Aug 17, 2026

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5 min read

2Q26 Upstream Recap: The Best Barrels Are the Ones That Convert to Free Cash

E&P | Canada & United States | E&P 2Q26 Analysis

Patrick Enwright

E&P Analysis

Aug 7, 2026

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2 min read

APA Corporation (APA) 2Q26: Doing More With Less in the Permian

2Q26 Earnings | United States | E&P Analysis

Patrick Enwright

E&P Analysis

Aug 5, 2026

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2 min read

Diamondback Energy (FANG) 2Q26: Operational Flexibility Converts Oil Volatility into Per-Share Value

2Q26 Earnings | United States | E&P Analysis

Patrick Enwright

E&P Analysis

Aug 2, 2026

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2 min read

ARC Resources (ARX) 2Q26: Montney Execution Continues as Shell Closing Becomes the Central Catalyst

E&P Analysis | Canada | E&P Analysis

Patrick Enwright

E&P Analysis

Aug 2, 2026

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2 min read

Antero Resources (AR) 2Q26: Dry-Gas Economics Improve as Regional Demand Builds

E&P Analysis | United States | E&P Analysis

Patrick Enwright

E&P Analysis

Aug 2, 2026

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2 min read

Whitecap Resources (WCP) 2Q26: Operating Scale Funds Infrastructure Growth

E&P Analysis | Canada | E&P Analysis

Patrick Enwright

E&P Analysis

Aug 2, 2026

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2 min read

Advantage Energy 2Q26: Infrastructure Completion Unlocks Free Cash Flow

E&P Analysis | Canada | E&P Analysis

Patrick Enwright

E&P Analysis

Aug 2, 2026

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2 min read

CNX Resources (CNX) 2Q26: Maintenance Capital Funds an Aggressive Per-Share Strategy

E&P Analysis | United States | E&P Analysis

Patrick Enwright

E&P Analysis

Aug 1, 2026

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2 min read

Comstock Resources (CRK) 2Q26: Haynesville Growth Advances Ahead of Gulf Coast Gas Demand

E&P | United States | E&P Analysis

Patrick Enwright

E&P Analysis

Jul 31, 2026

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2 min read

Tourmaline Oil (TOU) 2Q26: NEBC Well Development Delivers While Facility Buildout Shifts to a More Disciplined Timeline

E&P | Canada | E&P Analysis

Patrick Enwright

E&P Analysis

Jul 30, 2026

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2 min read

Cardinal Energy (CJ) 2Q26: Reford Cash Flow Funds the Next Leg of Thermal Growth

E&P | Canada | E&P Analysis

Patrick Enwright

E&P Analysis

Jul 30, 2026

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3 min read

Expand Energy (EXE) 2Q26: Shifting from Scale Producer to Integrated Gas Merchant

E&P | United States | E&P Analysis

Patrick Enwright

E&P Analysis

Jul 29, 2026

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2 min read

Tamarack Valley (TVE): All-In on the Clearwater

E&P | Canada | E&P Analysis

Patrick Enwright

E&P Analysis

Jul 27, 2026

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2 min read

2Q26 Earnings Release Calendars

E&P | Canada and United States | Earnings Calendar

Patrick Enwright

E&P Analysis

Jul 24, 2026

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3 min read

Ovintiv (OVV): Portfolio Reset Sharpens the Permian-Montney Growth Story

E&P | United States and Canada | E&P Analysis

Patrick Enwright

E&P Analysis

Jul 22, 2026

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3 min read

EQT Corporation (EQT): Operational Momentum Shifts the Capital Story Toward Shareholder Returns

E&P | United States | E&P Analysis

Patrick Enwright

E&P Analysis

Jul 21, 2026

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1 min read

2Q26 Earnings Release Calendars

E&P | Canada and United States | Earnings Calendar

Patrick Enwright

E&P Analysis

Jun 15, 2026

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3 min read

Canadian E&P Capex: The Money Is Still Moving, But It Has Rules

E&P | Canada | E&P Analysis

Patrick Enwright

E&P Analysis

Feb 12, 2026

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7 min read

Comstock Resources (CRK): Haynesville-Led Growth as Capital Discipline Holds

E&P | United States | E&P Analysis

Patrick Enwright

E&P Analysis

Feb 9, 2026

•

4 min read

Arc Resources (ARX): Record Production & Reserves Offset by Attachie Headwinds

E&P | Canada | E&P Analysis

Patrick Enwright

E&P Analysis

Feb 3, 2026

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3 min read

Scale & Synergies Highlight Devon/Coterra Merger

E&P | United States | E&P Analysis

Patrick Enwright

E&P Analysis

Jan 28, 2026

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4 min read

Murphy Oil 4Q25 Preview

E&P | Canada & United States | E&P Analysis

Patrick Enwright

E&P Analysis

Oct 31, 2025

•

4 min read

Antero Resources: Continuity in D&C Activity Heading Into 2026

E&P | AR | 3Q25 Results

Patrick Enwright

E&P Analysis

Oct 24, 2025

•

8 min read

3Q25 E&P Earnings Calendars & a Project Announcement

E&P | Earnings Calendar | 3Q25

Patrick Enwright

E&P Analysis

Tamarack Valley Energy / Headwater Acquisition Creates Scale and a Stronger Balance Sheet

2Q26 Upstream Recap: The Best Barrels Are the Ones That Convert to Free Cash

APA Corporation (APA) 2Q26: Doing More With Less in the Permian

Diamondback Energy (FANG) 2Q26: Operational Flexibility Converts Oil Volatility into Per-Share Value

ARC Resources (ARX) 2Q26: Montney Execution Continues as Shell Closing Becomes the Central Catalyst

Antero Resources (AR) 2Q26: Dry-Gas Economics Improve as Regional Demand Builds

Whitecap Resources (WCP) 2Q26: Operating Scale Funds Infrastructure Growth

Advantage Energy 2Q26: Infrastructure Completion Unlocks Free Cash Flow

CNX Resources (CNX) 2Q26: Maintenance Capital Funds an Aggressive Per-Share Strategy

Comstock Resources (CRK) 2Q26: Haynesville Growth Advances Ahead of Gulf Coast Gas Demand

Tourmaline Oil (TOU) 2Q26: NEBC Well Development Delivers While Facility Buildout Shifts to a More Disciplined Timeline

Cardinal Energy (CJ) 2Q26: Reford Cash Flow Funds the Next Leg of Thermal Growth

Expand Energy (EXE) 2Q26: Shifting from Scale Producer to Integrated Gas Merchant

Tamarack Valley (TVE): All-In on the Clearwater

2Q26 Earnings Release Calendars

Ovintiv (OVV): Portfolio Reset Sharpens the Permian-Montney Growth Story

EQT Corporation (EQT): Operational Momentum Shifts the Capital Story Toward Shareholder Returns

2Q26 Earnings Release Calendars

Canadian E&P Capex: The Money Is Still Moving, But It Has Rules

Comstock Resources (CRK): Haynesville-Led Growth as Capital Discipline Holds

Arc Resources (ARX): Record Production & Reserves Offset by Attachie Headwinds

Scale & Synergies Highlight Devon/Coterra Merger

Murphy Oil 4Q25 Preview

Antero Resources: Continuity in D&C Activity Heading Into 2026

3Q25 E&P Earnings Calendars & a Project Announcement

Crude Calculations

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