Market Monitor

With our Market Monitor series, Energy Advisors Group leverages 35+ years of deal and industry experience to bring you the critical energy trends along with actionable intelligence and analysis.

Market Thoughts / Stories:

1. New Mexico quarterly lease auction sets multiple records, size ($4.0B) & $/acre ($357,129).
2. Oil and gas ABS is energizing PDP deals (2026 off to a record start).
3. NextEra's Dominion buy ($118B enterprise value) highlights new power supercycle.
4. Shells $16B buy of ARC puts Canada's Montney resource play in focus.
5. Jonah Energy uses ABS to consolidate Hugoton field (Scout and Merit sell).
6. Western Haynesville holds >200 Tcf of technical recoverable gas (per USGS).
7. Mineral deals continuing strong (Viper and Kimbell buying in Permian).
8. International players entering US upstream (Czech family office buys UpCurve).
9. EagleRock Land successful IPO signals strong investor support.
10. Ex-Talos leader Tim Duncan joins 1947 Oil & Gas in Gulf rollup strategy and planned IPO in London.
11. USGS validates western Haynesville with 203 Tcf of technically recoverable.
12. Diversified continues ABS leadership (partners with Carlyle on large deal and refinances prior ABS issuances).

Below are excerpts from the Monitor.

Page 1 "Feds record record NM land auction and ABS energizing PDP deal flow" -----

Page 2 "NextEra buys Dominion in new power supercycle" -----

Page 8 Shell bets on Montney for long term gas. Canadian LNG comes on scene -----

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