I had the pleasure of chatting with Patrick Rutty of Enverus Intelligence Research division in February, just before the war kicked off. Regardless of the current Hormuz MEG risk, plans remain the same if not accelerated for the content that is in this report.
This is an incredible look at who is drilling where, how much, who is leading, who is dominant, who is lagging and where these companies are set to grow drilling, acreage and production. A real gem for those investing in the upstream energy space. A large amount of this will feed into part 3 of my series on ‘Trading the Energy Supercycle’.
I may catch up with Patrick Q4 to see what adjustments may have occurred as the industry looks through to 2027.
Many thanks to Enverus and Patrick Rutty for their insights and research. Full research report PDF below.
Enjoy
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