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Why the ‘Frankenbook?’ It was stiched together from parts of the last book (LHP21). See within for flips and presses. In any case… It’s that time again. We are rolling out our latest sentiment/ quant…

Just another ‘Merger-Monday’… There is nothing we love more than a Monday-morning merger (maybe Sunday night, but then that messes up the weekend), and EQT (N/R) buying Range Resources (RRC; N/R) is about as big…

In our view, EQT just agreed to buy the last scaled, deep-inventory Marcellus neighbor it has, and the strategy is hard to argue with: It gets ~2.6 Bcfe/d of adjacent Southwest PA production (2027E consensus),…

Oil up on weekend marks from the decentralized exchanges, with Brent up ~1.8% and WTI up ~3.5% versus Friday’s electronic close (these are perpetual contracts so they aren’t apples-to-apples versus the front month you see…