We provide insightful analysis of energy industry trends,
commodity markets and individual company developments.
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California Resources: Exciting Carbon Capture Opportunity, Heightened by Incentives, Plus Low-Decline, Capital-Efficient Legacy Oil Production
March 16, 2023
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Chart/Howden: Hefty SOTP Discount with Value Catalysts
February 13, 2023
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Sitio Royalties: Leading Consolidator in Mineral / Royalty Space
February 8, 2023
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Excelerate Energy - Valuing the FSRU Downstream Bottleneck
January 10, 2023
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SilverBow Resources: Active Eagle Ford Consolidator Highlights the Play’s Still-Untapped Opportunities
November 17, 2022
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