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  • The upstream industry concluded $27 billion in M&A deals in Q1’25, helping push a continued multiquarter run of high-value North American shale consolidation. Major deals by Whitecap Resources, Diamondback Energy and Diversified Energy drove regional dealmaking to $22 billion for the quarter. Several firms also concluded planned divestments, helping to shore up balance sheets as wider market uncertainty grows. We expect M&A activity to slow in the near term as companies focus on more immediate cash flow preservation.
    Tue, Apr 22, 2025
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Our experts’ insights and analysis provide forward-looking, strategy-led competitive intelligence that helps clients fortify their strategic planning at a time of disruptive change.
Editorial Director, Western Hemisphere and Head, Competitive Intelligence
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Latest Podcasts
  • Noah Brenner, Executive Editor, Operations at ʶԳ, interviews Ben van Beurden, CEO at Shell during the 2021 ʶԳ Forum.
    Thu, Oct 14, 2021
  • US shale companies have become some of the most efficient businesses in the market today, producing mountains of free cash flow and rewarding investors. Despite their unwavering commitments to capital discipline, some are even seeing their production volumes grow. ʶԳ experts dig in to how companies have accomplished this, what the next steps in their strategies are and how long the run of returns will last.
    Tue, Aug 31, 2021
  • Exxon and Chevron held their most consequential AGMs in recent memory where each were taken to task by both activist and institutional investors dissatisfied with how the US majors have approached the energy transition. Members of ʶԳ’s corporate team discuss how the shareholder revolts will impact the strategies of the two oil giants individually and how the rapidly shifting tides will affect the broader sector.
    Tue, Jun 1, 2021
Discover how sweeping tariffs are disrupting commodities, technology, and energy.