Oil & Gas Sector Analyses

Sector comparisons — oil & gas

Metal Pilot sector analyses of oil and gas — North American crude oil and natural gas producers compared side by side.

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US Upstream Natural Gas Producers Compared (2026)

Five US producers pull most of the Lower 48’s gas out of two sedimentary basins, and they have made five different bets about how to get paid for it. EQT owns the pipe it ships through; Expand holds under ten years of …

Last Update Sep 17, 2026 66 min read Natural Gas Oil and Gas Sector Analysis

US Large-Cap Upstream Oil Producers Compared (2026)

Five of the largest independent oil producers in the United States, five different answers to how a barrel gets paid for. EOG carries an A-tier balance sheet and sixteen years of premium inventory, and has just bought …

Last Update Sep 10, 2026 57 min read Oil and Gas Natural Gas Sector Analysis

Canadian Oil Sands Majors Compared (2026)

Four companies pull most of Canada’s oil out of the same Alberta bitumen and have made four different bets on how to get paid for it. Canadian Natural holds the longest reserve life and the cheapest barrel of asset in …

Last Update Aug 17, 2026 49 min read Oil and Gas Sector Analysis

Canadian-Listed Oil Producers Compared (2026)

Five Canadian-listed oil producers, and five different answers to the same question — how do you make money from a heavy-oil-tilted barrel? Strathcona buries the barrel in a 51-year thermal reserve life; Tamarack and …

Last Update Aug 14, 2026 45 min read Oil and Gas Sector Analysis