Hart Energy

Southern Co. Sees $100B Investment Potential as Data Center Contracts Shield Costs

The Southeast utility says minimum-bill protections could support new power plants and pipeline even if data center electricity usage ramps up more slowly than expected.

Stifel: US Public E&P Universe Could Shrink to Fewer Than 15 Producers

Declining well productivity and rising inventory costs are among the issues pushing cash-rich producers toward further consolidation, Stifel’s David Deckelbaum says.

Talos Weighs 2027 Offshore Investments as Daenerys FID Timeline Stretches

Talos is targeting a second-half 2027 investment decision for Block 29 offshore Mexico while continuing to appraise its Daenerys discovery in the U.S. Gulf,.

Wicklund: Higher Oil Prices Won’t Bring Back the Wildcatting Frenzy

Capital discipline is keeping U.S. producers from chasing higher oil prices, while recovery technology and international exploration offer growth opportunities.

Ovintiv Doubles Down on Quest to be Canadian Oil Sands Condensate King

Ovintiv's acquisitions of Logan Energy and NuVista Energy have expanded its crude drilling inventory in Canada and positioned it as a leading condensate supplier.

Microsoft Declined to Expand Texas Data Center Offer With Nscale Before IPO

Microsoft backed out of a computing capacity contract with Nscale due to slow energy connection approvals.

Double Eagle Dedication Gets a 35,000-Acre Lift From EagleRock Deal

EagleRock Land added 35,000 acres to its Double Eagle V portfolio in the Midland Basin and bought two bolt-ons for $15.4 million.

Matador’s Delaware Basin Buying Spree Goes Beyond Billion-Dollar Deals

During a recent Hart Energy conference, Matador Resources detailed how more than 1,100 smaller deals, major acquisitions and federal lease purchases are driving its Delaware Basin expansion.

RBC: International Buyers, Private Equity Reshape Upstream M&A

RBC Capital Markets’ Nick Woodruff expects international investors and private equity to play a growing role in U.S. upstream M&A as consolidation drives asset sales.

Williams to Break Power Project Silence by Year-End

Williams expects to announce up to two new power projects in 2026 as it expands its generation business and advances existing data center power developments.

Matador Targets Growth From Federal Leases, Woodford

Matador Resources plans to accelerate drilling on newly acquired federal acreage and expand Woodford development as efficiencies lower well costs.

Sheffield: Texas Election Poses Gas Risk, But Oil Will Remain Stable

Scott Sheffield, retired CEO of Permian Basin giant Pioneer Natural Resources, told Hart Energy that the mid-term results shouldn’t affect Texas oil and gas development.

Hinojosa Win Upends Texas Energy Donors’ $27MM Bet on Abbott

Texas energy supporters contributed heavily to Texas. Gov. Abbott’s campaign war chest but eschewed the coffers of challenger and now governor-elect Hinojosa.

Investors’ Long-Term Strategies Grapple with Contrasting Commodity Outlooks

Prolonged Middle East disruptions may keep oil prices elevated while abundant U.S. natural gas shifts investment opportunities toward infrastructure.

Wicklund: Higher Oil Prices Won’t Bring Back the Wildcatting Frenzy

Capital discipline is keeping U.S. producers from chasing higher oil prices, while recovery technology and international exploration offer growth opportunities.

CRC Continues Crimson Integration to Ease California’s Crude Bottleneck

California Resources says transport limits cut crude realizations to 91.3% of Brent pricing. The San Pablo Bay line restart could regain access to high value markets.

Crescent May IPO Its Minerals, Reducing Post-Devon Deal Debt

Crescent Energy is exploring an IPO of its minerals leasehold, including assets from its pending $4.2 billion Devon acquisition, to de-lever its balance sheet.

Quick Take with Honeywell’s Vineet Lasrado

Williams to Break Power Project Silence by Year-End

Williams expects to announce up to two new power projects in 2026 as it expands its generation business and advances existing data center power developments.

Energy Capital Partners Expands Gas-Fired Power Portfolio with 892-MW Acquisition

Energy Capital Partners acquired three gas-fired cogeneration facilities in Texas and Illinois as investment in existing U.S. power generation assets accelerates.