Hart Energy

2 days ago | hartenergy.com | Deon Daugherty

The words “volatility” and “uncertainty” topped most earnings calls as chief executives of the largest U.S. producers reported on their first-quarter performance and tempered expectations for the rest of 2025. Most said they have calibrated for an unknown depth and duration of the macro environment, which has taken a downward swing amid President Donald Trump’s tariff negotiations and whiplash implementation, as well as the OPEC+ decision to add barrels to the market earlier than planned.

2 days ago | hartenergy.com | Deon Daugherty

The words “volatility” and “uncertainty” topped most earnings calls as chief executives of the largest U.S. producers reported on their first-quarter performance and tempered expectations for the rest of 2025. Most said they have calibrated for an unknown depth and duration of the macro environment, which has taken a downward swing amid President Donald Trump’s tariff negotiations and whiplash implementation, as well as the OPEC+ decision to add barrels to the market earlier than planned.

3 days ago | hartenergy.com | Chris Mathews

Natural gas is having a moment. Time will tell whether it’s really the “golden age of natural gas” or a short-lived race to the bottom for U.S. gas producers. Bulls point to a looming wall of demand, mostly from new LNG projects but also from data centers, AI and power generation. Producers are staying relatively cautious, with few operators in a hurry to drive production way up—and prices back down. For now, forward prices are constructive for U.S. gas producers.

4 days ago | hartenergy.com | Chris Mathews

U.S. upstream dealmaking continued at a normal pace in April, despite a 12% collapse in WTI crude prices. Dealmaking across all sectors fell to a 20-year low in April due to tariff and trade uncertainty in the wake of the Trump administration’s “Liberation Day” shakeup. Experts say it’s still too early to see a material drop-off in upstream oil and gas M&A activity, which continued at a relatively typical clip last month.

4 days ago | hartenergy.com | Deon Daugherty

Amid speculation that European supermajor Shell is weighing a merger with its U.K. counterpart BP, Hart Energy reached out for expert perspective on the prospective deal, which could hinge in part on interest in accessing Permian Basin shale interests held by BPX, BP’s U.S. affiliate. BPX’s sizeable footprint includes the Eagle Ford and Haynesville shales.