According to recent analysis from Enverus Intelligence Research (EIR), the real risk to the LNG growth narrative isn’t steel in the ground. It’s confidence in long-term natural gas supply, particularly beyond the early 2030s.
AI and high-performance computing are being used to materially improve subsurface understanding, shorten decision cycles, and increase recoverable volumes, not merely to accelerate interpretation timelines .
Across surface execution, subsurface targeting, permitting behavior, and cadence consistency, Block 39T2S is a textbook manufacturing-style shale asset.
The restart of permitting after September 2024 isn’t a shift in strategy — it’s the next phase of a disciplined infill program, increasingly guided by AI-driven optimization.
The Coterra Energy FLYING EBONY project is a tightly executed, single-pad development in Culberson County that reflects a deliberate shift toward manufacturing-style gas drilling in the Permian Basin. From a single licensing event through continuous drilling and timely facility permitting, the project’s cadence highlights a focus on operational efficiency, repeatability, and disciplined capital deployment.
ecent air permit transfers in Crane County, Texas mark another step in the ongoing portfolio realignment underway in the Permian Basin. Two Texas NSR air permits associated with the McKnight Sandhills Unit (MSHU) – Satellite A Tank Battery were formally transferred from ConocoPhillips to Blackbeard Operating, LLC, confirming Blackbeard’s assumption of regulatory responsibility and operatorship in the Central Basin.
ONEOK Inc has cleared a key regulatory milestone for its Bighorn Gas Processing Plant in the Delaware Basin, with air permit approval now complete at the state level. The approval supports ONEOK’s recently announced final investment decision (FID) and advances the project from planning into execution.
In recent remarks, CEO Mike Wirth outlined how Chevron is reshaping its operating model—not by chasing higher prices, but by fundamentally changing how barrels are produced and how natural gas fits into the next phase of global energy demand.
In 2025, Chord drilled 147 wells, a level of activity that reflects a maintenance-style program rather than an aggressive expansion. This approach aligns with management’s view that, in a market still shaped by OPEC spare capacity and macro uncertainty, preserving inventory value and balance sheet strength matters more than chasing volumes.
Harbour Energy’s $3.2 billion agreement to acquire LLOG Exploration Company marks a decisive strategic move into the deepwater U.S. Gulf of Mexico—one of the world’s most stable and economically resilient offshore basins.
In a market where many operators are repositioning around natural gas and LNG-linked demand, Civitas Resources, Inc. is taking a notably different path. An analysis of Civitas’ 2025 wells drilled shows a drilling program that is deliberately and structurally oil-centric, with capital focused almost entirely on oil-weighted basins, counties, and fields.
