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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
01Jadestone's remarkable recovery has brought its assets back into focus. But with Prima Energy acquiring nearly 30% at a substantial premium, and several upstream companies pursuing M&A, could the next chapter involve a takeover?
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02BP's extraordinary financial recovery has handed Meg O'Neill a rare opportunity. Could a stronger balance sheet, a New York listing, a BPX flotation and strategic patience position BP to become an acquirer rather than a takeover target?
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03Global helium supplies have tightened, yet London's helium shares have retreated from their 2026 highs. We examine Helium One, Helix Exploration and Pulsar Helium to understand why stronger commodity fundamentals do not necessarily translate into higher shareholder returns.
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New episodesPetroEquity Conversations
Conversations with Oberon Houston exploring the research, evidence and strategic questions behind PetroEquity Signal articles.
Browse every episodePetroEquity podcast · 21:37
BP's extraordinary financial recovery has handed Meg O'Neill a rare opportunity. Could a New York listing, a BPX flotation and strategic patience reshape its shareholder base, prepare it for countercyclical acquisitions and make BP a harder takeover target?
View episodePetroEquity podcast · 27:10
The 2026 oil-price rally has reshaped the economics of upstream M&A. From Baytex and Harbour to Crescent, Devon and Magnolia, PetroEquity Signal examines who bought and sold, who retained the upside, and how deal structures, hedging and luck determine the value ultimately captured by shareholders.
View episodePetroEquity podcast · 23:25
Meren Energy has become a larger, income-generating E&P with Nigerian production, a strong dividend and funded Venus exposure. But with the shares near full risked NAV, the key question is what catalyst can drive the next re-rating.
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.
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