Independent energy intelligence
Oil and gas analysis for investors and industry leaders—focused on the decisions that create, or destroy, shareholder value.
Corporate strategy
◆Leadership
◆Markets & valuation
◆Transactions
Publication
London, United KingdomPetroEquity Signal news
PetroEquity Signal founder Oberon Houston’s article “What Makes a Good E&P CEO?” is featured in the latest SPE London Review, the digital publication of the Society of Petroleum Engineers’ London Section. The issue examines Talos Energy’s leadership transition alongside interviews, technical case studies, news and upcoming events from SPE London.
The latest
01Meren Energy is stronger, larger and more financially resilient than the old Africa Oil. But with the shares already close to full value on a risked NAV basis, the key question is what catalyst can drive the next re-rating.
Read article
02Debt can let shareholders control more oilfields, but it can also leave them with little of the economics. Tullow’s latest shock shows how valuable producing assets can survive while leverage erodes the equity beneath them.
Read article
03Harbour Energy’s shareholder base, balance sheet and per-share economics are changing. As legacy holdings unwind and the enlarged portfolio begins to deliver, the case for its valuation discount is becoming harder to sustain.
Read article
New episodesPetroEquity Conversations
Conversations with Oberon Houston exploring the research, evidence and strategic questions behind PetroEquity Signal articles.
Browse every episodePetroEquity podcast · 17:33
An audio version of my World Energies Summit 2026 speech on the new global energy order: stronger oil & gas demand, renewed exploration, higher costs of capital, and what the next upstream growth cycle means for companies and investors.
View episodePetroEquity podcast · 22:02
Suncor’s turnaround shows what can happen when a mature oil-sands business refocuses on execution, reliability and accountability. We look at how stronger operating discipline has improved performance, cash generation and investor confidence.
View episodePetroEquity podcast · 23:19
BW Energy’s $1.5 billion Maromba project could transform the company. We examine the field’s history, subsurface and execution risks, its sophisticated financing, and whether BWE shareholders are ultimately carrying too much concentrated exposure.
View episodeIndependent by design
About PetroEquity Signal
PetroEquity Signal covers corporate strategy, portfolio choices, M&A, governance, valuation and shareholder returns across the oil and gas sector. It is written from the perspective of an oil and gas investment banker, combining sector experience with a focus on corporate judgement and market outcomes.
Read the full storyStay ahead of the signal
Read PetroEquity Signal free. Subscribe at no cost to receive new analysis, podcasts and boardroom-style thinking by email—without relying on an algorithm.
Subscribe free