Marcellus Shale

Business

CNX Resources Charts Steady Course Through 2026, Eyes Long-Term Demand Over Short-Term Price Spikes

In its Q4 2025 earnings call, CNX Resources outlined a disciplined capital strategy for 2026, emphasizing operational resilience amid severe weather and providing updates on its deep Utica shale program, RNG initiatives, and hedging posture. Management signaled a focus on long-term infrastructure catalysts rather than chasing volatile spot gas prices.

Jan 30, 2026

Business

Equinor Sells $1.1 Billion Argentina Onshore Stakes, Sharpens Offshore Focus

Norway's state-backed energy giant Equinor has completed the sale of its Vaca Muerta shale assets in Argentina to Vista Energy, netting approximately $1.1 billion. The deal marks a strategic retreat from onshore operations in the country, allowing the company to concentrate its regional efforts on its remaining offshore holdings and align its global portfolio with core offshore and energy transition projects.

Feb 4, 2026

Business

EOG Resources Faces Scrutiny: Analyst Downgrades and Texas Well Productivity in Focus

Recent analyst downgrades for EOG Resources, led by KeyBanc, have spotlighted concerns over well productivity in key Texas shale plays. While softer oil prices add pressure, the company's capital discipline and natural gas exposure offer potential resilience, creating a complex outlook for investors.

Feb 4, 2026

Business

EOG Resources Downgraded by KeyBanc Amid Texas Well Productivity Concerns, Utica Potential in Focus

KeyBanc Capital Markets has downgraded EOG Resources from 'Overweight' to 'Sector Weight,' citing signs of productivity degradation in its core Texas shale assets. While the firm maintains a bullish view on EOG's Utica position, the move reflects heightened selectivity in the energy sector for 2026.

Feb 3, 2026

Business

RBC Lowers EOG Resources Price Target on Muted Long-Term Oil Outlook

RBC Capital has trimmed its price target for EOG Resources, citing a more conservative long-term view on oil prices. The adjustment reflects lowered 2026 WTI forecasts and impacts the shale producer's earnings and cash flow projections.

Feb 3, 2026

Business

Equinor Exits Vaca Muerta Onshore Holdings in $1.1 Billion Deal with Vista Energy

Norway's Equinor has agreed to sell its stakes in two key Argentine shale assets to Vista Energy, marking a strategic shift as it refocuses its international portfolio on core offshore and international markets.

Feb 3, 2026

Business

Devon Energy CEO Clay Gaspar to Steer Combined Giant as Merger Triggers HQ Move to Houston

With Devon Energy's merger with Coterra Energy set to create a shale powerhouse, CEO Clay Gaspar will lead the transition, relocating the corporate headquarters from Oklahoma City to Houston while maintaining a significant operational foothold in Oklahoma.

Feb 2, 2026

Business

PING Capital Bets Big on Vaca Muerta, Boosts Vista Energy Stake by $4.6 Million

In a significant vote of confidence for Latin America's premier shale play, investment firm PING Capital Management has substantially increased its holding in Argentina-focused Vista Energy, underscoring a strategic focus on operational execution over mere commodity price speculation.

Feb 2, 2026

Business

Essar Commits $100 Million to Boost Gas Output from Key Indian CBM Field

Essar Oil and Gas Exploration & Production (EOGEPL) is injecting $100 million into its flagship Raniganj East CBM block in West Bengal, aiming to scale up domestic natural gas production and explore shale potential in a bid to reduce India's import reliance.

Feb 2, 2026

Business

Devon Energy Merges with Coterra in $58 Billion Deal, Shifting Power Center to Houston

The creation of a new shale giant through the Devon-Coterra merger comes with a significant relocation of corporate headquarters from Oklahoma City to Houston, sparking debate over regional economic impacts and the future of energy industry consolidation.

Feb 4, 2026

Business

Antero Resources Secures $750 Million in Debt to Fuel Strategic Appalachian Acquisition

Antero Resources has completed a $750 million senior notes offering to finance its pending purchase of HG Energy II assets, a move analysts view as a strategic consolidation play in the Appalachian Basin amid mixed price target revisions.

Feb 3, 2026

Business

Chevron Expands Global Gas Footprint with Strategic Deals in Syria and Equatorial Guinea

Chevron (NYSE:CVX) has inked a preliminary offshore exploration pact in Syria and is financing an expanded stake for Equatorial Guinea in a key gas project, signaling a strategic push into emerging energy markets to diversify its long-term supply portfolio.

Feb 5, 2026

Business

MPLX: A High-Yield Energy Play Built to Last Through 2030

Despite its nearly 8% yield, pipeline giant MPLX combines a fortress balance sheet with a multi-year growth backlog, offering investors a rare blend of high income and stability.

Feb 4, 2026

Business

Roth Capital Downgrades Coterra Energy, Sees Limited M&A Prospects Despite Devon Energy Bid

Roth Capital has shifted its rating on Coterra Energy to Neutral, citing a reduced price target and skepticism about a superior takeover offer emerging to challenge Devon Energy's current bid.

Feb 4, 2026

Business

Marathon Petroleum Caps Strong 2025 with Record Midstream, Strategic Capex Shift for 2026

Marathon Petroleum (MPC) reported robust fourth-quarter and full-year 2025 results, driven by exceptional refining execution and record midstream performance. The company outlined a disciplined 2026 capital plan focused on high-return projects and shareholder returns, while navigating a tightening global refining landscape.

Feb 4, 2026

Business

TETRA Technologies Stock Surge Raises Valuation Questions: Is the Rally Justified?

Shares of energy services provider TETRA Technologies (NYSE: TTI) have soared over 180% in the past year, culminating in a recent multi-month rally. As the stock hovers near $12, analysts and investors are divided on whether its current price reflects future growth or has overshot fair value estimates.

Feb 3, 2026

Business

Marathon Petroleum Posts Record 2025 Results, Eyes Continued Strength Amid Tight Global Refining Market

Marathon Petroleum Corporation (MPC) reported robust full-year 2025 financial performance, driven by strong refining margins and operational execution. The company highlighted a disciplined capital strategy, strategic midstream growth, and a positive outlook for refined product demand into 2026.

Feb 3, 2026

Business

Diesel Prices Climb for Third Consecutive Week, Yet Futures Market Hints at a Potential Ceiling

The benchmark diesel price, a key component in fuel surcharges, has risen for the third week in a row. However, a significant shift in futures contracts suggests the recent rally may be losing steam, even as analysts debate underlying structural strength in the market.

Feb 3, 2026

Business

Geopolitical Tremors Rattle Oil Markets as Trump Policies and Global Deals Fuel Uncertainty

Crude prices are swinging on a pendulum of geopolitical risk, with former President Trump's statements on Iran and a looming US-India trade deal creating waves of uncertainty that overshadow fundamental supply data, prompting record speculative interest.

Feb 3, 2026

World

Russia's War Chest Under Threat as Gold's Rally Falters

Moscow has relied on soaring gold prices to finance its war in Ukraine, offsetting crippling energy sanctions. But as the precious metal's bull run shows signs of fatigue, questions mount over the Kremlin's financial resilience.

Feb 3, 2026