The Delaware Basin remains one of the highest-performing oil and gas regions in North America. Despite recurring narratives about “Permian exhaustion” or rising costs, leading operators are telling a very different story—one defined by strong well performance, falling costs, and expanding high-return inventory.
According to the latest U.S. Energy Information Administration (EIA) Short-Term Energy Outlook and the International Energy Agency (IEA) World Energy Outlook, the United States is now entering a historic growth cycle in electricity demand, driven by data centers, electrification, reshoring of manufacturing, and AI.
n a midstream market where most asset swaps blur into balance-sheet reshuffles, DT Midstream’s (DTM) acquisition of the Guardian Pipeline from ONEOK (OKE) stands out as a masterclass in value creation. What ONEOK sold as a “non-core” asset, DT Midstream has turned into one of the most profitable gas-transport expansions in the Midwest.
Chevron Corporation (NYSE: CVX) just signaled a major shift in how Big Oil plans to power America’s next growth wave — artificial intelligence. During its 2025 Investor Day, Chevron announced plans to build its first large-scale natural-gas-fired power project dedicated to an AI data center in West Texas, targeting first power in 2027.
Baytex Energy Corp. (TSX: BTE, NYSE: BTE) has announced a landmark deal to divest its entire U.S. Eagle Ford position for US$2.305 billion (≈ C$3.25 billion) in cash. The move transforms Baytex into a pure-play Canadian producer, sharpening its focus on high-return heavy oil and emerging shale assets in Alberta.
Producers Midstream has officially added a major new asset to its Delaware Basin footprint—The Dude Processing Plant, a natural gas processing facility located roughly 12 miles west-northwest of Monument in Lea County, New Mexico. Designed with long-term scalability in mind, the plant is already operational and positioned to become one of the region’s key midstream anchors as producers continue drilling deeper, longer, and more aggressively across southeastern New Mexico.
From field-level reliability systems to global LNG architecture, infrastructure investments have transformed U.S. shale basins into fully optimized, globally connected energy ecosystems. This blog breaks down how infrastructure — physical, digital, and power-based — is redefining production, reducing costs, and linking American hydrocarbons to global markets.
The U.S. government is preparing to auction oil and gas drilling rights across nearly 80 million acres in the Gulf of Mexico (GoM) next month and approximately one million acres in Alaska’s Cook Inlet for leasing in 2026, according to the Bureau of Ocean Energy Management (BOEM).
That blunt assessment came from William Hickey, Co-CEO of Permian Resources Corporation (PR), during the company’s Q3 2025 earnings call. The comment wasn’t a complaint — it was context for one of the most innovative operational upgrades underway in the Delaware Basin: the transition from scattered well-site generators to centralized microgrids.
In 2025, a sweeping piece of U.S. tax legislation—nicknamed the “Big Beautiful Bill”—reshaped the capital outlook for America’s energy producers. Across quarterly earnings calls, executives from exploration, drilling, and midstream companies pointed to the bill’s provisions as a fiscal tailwind that’s helping offset inflation, tariffs, and geopolitical uncertainty.
