Market Monitor
Research/Study
All Standard Disclaimers Apply & Seller Rights Retained
2Q26 M&A SLOW, MOMENTUM AHEAD
Insight, Clarity, Analysis
Also, The New Security Premium
Marubeni Doubles Down On Barnett
Talos, Ridgewood $1.7B Buy From Shell
Magnolia Front Runner for Wildfire
Sixth Street Buys Logos' San Juan
Sandridge Bolts On Cherokee For $65MM
Record Ohio State Lease Sale At $241MM
Whitehawk Upsizes Gas Minerals IPO
Should NonOps Be Public Or Private?
WAHA Gas Goes Positive, Finally
Devon's Rest Of The Portfolio (ex-Delaware)
BP, Equinor Retreat From Green
July 1, 2026 REPORT
DOWNLOAD OUR 12 PG MARKET MONITOR
RS 2613MM
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:
- 2Q26 M&A bottoms at $6.1B but momentum is returning quickly.
- Iran War highlights the value of "secure barrels" and US oil and gas assets.
- Record Ohio state lease sale. Gulfport pays $5.1MM for Utica locations.
- Marubeni doubles down on Barnett, buys out partner Eagle Ridge.
- Talos and Ridgewood pay $1.7B for some Shell deepwater assets, BP has ROFR.
- Magnolia reported frontrunner for Wildfire in eastern Eagle Ford.
- Sandridge bolts on Cherokee assets from Rockies Resources.
- Whitehawk Minerals upsizes first gas-focused minerals IPO.
- Sixth Street accelerating energy investments - buys San Juan gas and Western Hayesville midstream.
- Sale of San Juan's Logos Energy (to Sixth Street) puts spotlight on strong Mancos gas wells.
- Devon's future becoming clearer, Delaware focus. Eagle Ford and Marcellus may sell first.
- Chevron advances Delaware power project (400 MMcfpd) for Microsoft data center.
- WAHA gas prices turn positive after 4 months of negative pricing - and takeaway constraint diminishing.
- European firms increasingly retreating from green commitments (BP & Equinor update).
- The re-emergence of more nuclear - U.S. tech achieves criticality on Gen IV small reactors.
- America's largest wind farm (by a factor of 3x) comes online in central New Mexico wind corridor.
- Why gold's pullback matters to oil investors.
Below are excerpts from the Monitor.
Page 1 "2Q26 M&A, Marubeni doubles down in Barnett, US security premium" -----
Page 3 "Talos, Ridgewood buy some Shell deepwater, Sandridge and Whitehawk" -----
Page 4 "Devon sharpening focus to Delaware, Permian gas goes positive, finally" -----
The FULL 12-page report is available for download to the right.
Energy Advisors Group is working hard to expand our thought leadership leveraging our decades of industry expertise. We look forward to providing additional market insight for our clients through Market Monitor, Regional Perspectives, Deal Alerts and Quarterly M&A Outlook.
Our firm has been serving the needs of buyers, sellers and capital providers for over thirty-five years. We stand ready to assist asset owners in a competitive divestment process and to help buyers find off-market strategic assets for their portfolio. Call Rich Martin at 214-744-2495 or email [email protected] for a private consultation.
TO LEARN MORE:
Blake Dornak
Vice President
Phone: 713-600-0169
– Email: [email protected]
Brian Lidsky
Director-Research & Special Projects
Phone: 713-600-0138
– Email: [email protected]
IF YOU NEED ASSISTANCE downloading the full report or creating a login into our platform , contact:
Stephanie Epps
– Email: [email protected]
This article is for informational purposes only and not intended as financial advice. Please conduct your own research before investing.
2Q26 M&A SLOW, MOMENTUM AHEAD
Insight, Clarity, Analysis
Also, The New Security Premium
Marubeni Doubles Down On Barnett
Talos, Ridgewood $1.7B Buy From Shell
Magnolia Front Runner for Wildfire
Sixth Street Buys Logos' San Juan
Sandridge Bolts On Cherokee For $65MM
Record Ohio State Lease Sale At $241MM
Whitehawk Upsizes Gas Minerals IPO
Should NonOps Be Public Or Private?
WAHA Gas Goes Positive, Finally
Devon's Rest Of The Portfolio (ex-Delaware)
BP, Equinor Retreat From Green
July 1, 2026 REPORT
DOWNLOAD OUR 12 PG MARKET MONITOR
RS 2613MM
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:
- 2Q26 M&A bottoms at $6.1B but momentum is returning quickly.
- Iran War highlights the value of "secure barrels" and US oil and gas assets.
- Record Ohio state lease sale. Gulfport pays $5.1MM for Utica locations.
- Marubeni doubles down on Barnett, buys out partner Eagle Ridge.
- Talos and Ridgewood pay $1.7B for some Shell deepwater assets, BP has ROFR.
- Magnolia reported frontrunner for Wildfire in eastern Eagle Ford.
- Sandridge bolts on Cherokee assets from Rockies Resources.
- Whitehawk Minerals upsizes first gas-focused minerals IPO.
- Sixth Street accelerating energy investments - buys San Juan gas and Western Hayesville midstream.
- Sale of San Juan's Logos Energy (to Sixth Street) puts spotlight on strong Mancos gas wells.
- Devon's future becoming clearer, Delaware focus. Eagle Ford and Marcellus may sell first.
- Chevron advances Delaware power project (400 MMcfpd) for Microsoft data center.
- WAHA gas prices turn positive after 4 months of negative pricing - and takeaway constraint diminishing.
- European firms increasingly retreating from green commitments (BP & Equinor update).
- The re-emergence of more nuclear - U.S. tech achieves criticality on Gen IV small reactors.
- America's largest wind farm (by a factor of 3x) comes online in central New Mexico wind corridor.
- Why gold's pullback matters to oil investors.
Below are excerpts from the Monitor.
Page 1 "2Q26 M&A, Marubeni doubles down in Barnett, US security premium" -----
Page 3 "Talos, Ridgewood buy some Shell deepwater, Sandridge and Whitehawk" -----
Page 4 "Devon sharpening focus to Delaware, Permian gas goes positive, finally" -----
The FULL 12-page report is available for download to the right.
Energy Advisors Group is working hard to expand our thought leadership leveraging our decades of industry expertise. We look forward to providing additional market insight for our clients through Market Monitor, Regional Perspectives, Deal Alerts and Quarterly M&A Outlook.
Our firm has been serving the needs of buyers, sellers and capital providers for over thirty-five years. We stand ready to assist asset owners in a competitive divestment process and to help buyers find off-market strategic assets for their portfolio. Call Rich Martin at 214-744-2495 or email [email protected] for a private consultation.
TO LEARN MORE:
Blake Dornak
Vice President
Phone: 713-600-0169
– Email: [email protected]
Brian Lidsky
Director-Research & Special Projects
Phone: 713-600-0138
– Email: [email protected]
IF YOU NEED ASSISTANCE downloading the full report or creating a login into our platform , contact:
Stephanie Epps
– Email: [email protected]
This article is for informational purposes only and not intended as financial advice. Please conduct your own research before investing.