E&P Analysis

Financial & operational analysis of historical results, guidance & forecasts

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

•

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

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8 min read

3Q25 E&P Earnings Calendars & a Project Announcement

E&P | Earnings Calendar | 3Q25

Patrick Enwright

E&P Analysis

Oct 23, 2025

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4 min read

Matador Delivers Strong Quarterly Results, Initial 2026 Guidance

E&P | MTDR | 3Q25 Results

Patrick Enwright

E&P Analysis

US E&Ps Enter the Breakeven "Dead Zone"? A Look Ahead for FANG, PR, and MTDR

Apr 22, 2025

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8 min read

US E&Ps Enter the Breakeven "Dead Zone"? A Look Ahead for FANG, PR, and MTDR

E&P | United States | Permian Breakeven Analysis

Patrick Enwright

E&P Analysis

Canada and United States Rig Activity, as of 03/08/25

Mar 10, 2025

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5 min read

Canada and United States Rig Activity, as of 03/08/25

E&P | Canada & United States | Rig Activity

Patrick Enwright

E&P Analysis

Feb 25, 2025

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5 min read

Coterra Energy: A Capital-Efficient Oil Growth Story Planned for 2025

E&P | CTRA | 4Q24 Results & 2025 Outlook

Patrick Enwright

E&P Analysis

Feb 20, 2025

•

5 min read

Devon Energy: Excellent Oil Production, Capital Efficiency, and Optimized Growth Plan for 2025

E&P | DVN | 4Q24 Results & 2025 Otlook

Patrick Enwright

E&P Analysis

Feb 7, 2025

•

6 min read

With Attachie Operational, ARX Sets Sights on Record Production for FY25

E&P | ARX | 4Q24 Results & FY25 Outlook

Patrick Enwright

E&P Analysis

Dec 13, 2024

•

5 min read

3Q24 Canadian E&P Recap

E&P | Canada | E&P Analysis

Patrick Enwright

E&P Analysis

Nov 20, 2024

•

5 min read

I Want You To Montney: OVV Returns to Alberta In Positive A&D Move

E&P | United States & Canada | Ovintiv (OVV) M&A Analysis

Patrick Enwright

E&P Analysis

Nov 15, 2024

•

5 min read

US E&P 3Q24 Recap

E&P | United States | 3Q24 Results

Patrick Enwright

E&P Analysis

Matador Beats Production Guidance, Sets Sights on 200Mboepd in 2025

Oct 24, 2024

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3 min read

Matador Beats Production Guidance, Sets Sights on 200Mboepd in 2025

E&P | United States | 3Q24 Results

Patrick Enwright

Quarterly Reporting

Aug 13, 2024

•

6 min read

E&P Quarterly Quick Thoughts & Updated Forecasts (CTRA, DVN, FANG)

E&P | United States | 2Q24 Recap

Patrick Enwright

E&P Analysis

Aug 1, 2024

•

6 min read

OVV: Maintenance Capital Program Driving Quality Over Quantity for 2024 & Into 2025

E&P | OVV | Quarterly Review & Forecast

Patrick Enwright

E&P Analysis

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

Matador Delivers Strong Quarterly Results, Initial 2026 Guidance

US E&Ps Enter the Breakeven "Dead Zone"? A Look Ahead for FANG, PR, and MTDR

Canada and United States Rig Activity, as of 03/08/25

Coterra Energy: A Capital-Efficient Oil Growth Story Planned for 2025

Devon Energy: Excellent Oil Production, Capital Efficiency, and Optimized Growth Plan for 2025

With Attachie Operational, ARX Sets Sights on Record Production for FY25

3Q24 Canadian E&P Recap

I Want You To Montney: OVV Returns to Alberta In Positive A&D Move

US E&P 3Q24 Recap

Matador Beats Production Guidance, Sets Sights on 200Mboepd in 2025

E&P Quarterly Quick Thoughts & Updated Forecasts (CTRA, DVN, FANG)

OVV: Maintenance Capital Program Driving Quality Over Quantity for 2024 & Into 2025

Crude Calculations

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