For the week ending Sept 26, U.S. drillers added seven rigs — bringing the total to approximately 549 active rigs, the highest level since June. Oil rigs saw the bulk of that gain (up six to ~424), while gas rigs dipped slightly to ~117. Although promising, the count remains ≈6-8% below the same period in 2024.
The slower pace of expansion suggests operators are cautiously re-entering activity zones. High-return wells and tight cost discipline will likely dominate new plays.
Oil faces mounting pressure from global oversupply and soft demand, constraining upside for upstream players. Key benchmarks like Brent and WTI could average in the $70–$75/bbl band through 2025.
Natural gas demand is more robust. Infrastructure constraints, rising domestic usage, and LNG export demand are pushing buyers toward longer contracts.
LNG build-outs are gaining steam: Cheniere approved a $2.9B expansion at Corpus Christi, adding new liquefaction trains. Meanwhile, Woodside announced a $17.5B U.S. LNG project in Louisiana, expected to come online by 2029. Private equity groups are also backing integrated LNG investment cycles.
These moves underscore long-term demand confidence — a positive sign for suppliers, EPC firms, and service providers entering the LNG value chain.
U.S. electricity demand is expected to grow ~2.3% in 2025 and ~3.0% in 2026, catalyzed by data centers, electrification, and industrial growth. Modular renewables + battery storage continue to be highlighted in energy forecasts and capital plans.
Clean energy employment is expanding at a strong clip. The 2025 U.S. Energy & Employment Report shows gains across solar, storage, grid services, and related fields.
At the same time, oil & gas employers are cutting headcount: ConocoPhillips is planning up to 25% workforce reductions globally.
In recruiting and BD, skill rates, staffing guarantees, and hybrid capability (clean + traditional) are moving from “nice to have” to deal differentiators.
At Energy Sales Resources, we place sales & BD talent who understand energy’s evolving landscape—spanning oil, gas, LNG, and power. Let’s talk about building your winning team.
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The U.S. energy landscape is showing signs of nuanced recovery and redirection: rigs are creeping back up, LNG deals and export activity continue to expand, while oil firms cut costs and clean energy hiring remains strong. For sales and business development professionals, understanding where investment is flowing — and where risk remains — is key.
For three consecutive weeks, U.S. drillers added rigs, bringing the total rig count to ~542 active rigs, the highest since July. Oil rigs rose to about 418; gas rigs are holding near ~118. Yet, rig activity remains down ~8% from a year ago. Some shale basins — including Denver-Julesburg-Niobrara — are showing recent gains.
LNG demand looks set to climb, with majors forecasting significant global growth this decade. Long-term LNG supply agreements (e.g., ConocoPhillips with NextDecade’s Rio Grande Train-5) continue to stack up. The EIA expects Henry Hub prices to trend higher into late 2025–26, reflecting tighter balances and rising export pull.
Oil prices face headwinds from inventory builds and global supply growth, keeping benchmarks in a range and pressuring margins. Producers are tightening budgets and prioritizing efficiency, maintenance, and cash discipline over aggressive new drilling.
U.S. electricity demand is forecast to rise ~2.3% in 2025 and ~3.0% in 2026, driven by data centers, industrial loads, and broader electrification. Solar remains the largest contributor to new capacity. Clean energy employment continues to outpace the broader economy, adding jobs across solar, storage, and grid services.
Want to turn these shifts into wins? Energy Sales Resources delivers proven sales & BD talent for oil, gas, LNG, and power. Let’s talk about your next hire.
Key Takeaways:
Crude ticked higher this week on geopolitical jitters, though gains are capped by ample supply—an environment that favors disciplined, value-led selling rather than price-driven deals. For sales teams, expect buyer scrutiny on total cost of ownership (TCO) and uptime guarantees to remain high.
August set a new record for U.S. LNG exports, driven by post-maintenance restarts and rising output from the Plaquemines facility. Fresh offtake agreements underscore long-cycle confidence in U.S. supply. For sales & BD pros, that means growing opportunities around compression, cryogenic handling, port logistics, and O&M services tied to Gulf Coast capacity additions.
The U.S. rig count is broadly steady (537 as of Sept 5), a signal that operators are staying capital-disciplined. In practical terms, equipment refreshes and production optimization projects are more likely than greenfield splurges—so technical sellers should emphasize efficiency gains, automation, and predictive maintenance ROI over sheer volume.
EIA’s latest outlook continues to show robust Lower-48 gas supply, with Appalachia (Marcellus/Utica) remaining a key pillar. Watch policy and permitting in the Northeast—pipeline decisions can swing regional basis, storage strategies, and project cadence for midstream and field services. That’s a cue for BD teams to keep a close read on permitting headlines and to package offers that de-risk timelines for customers.
The Short-Term Energy Outlook points to 2.3% power demand growth in 2025 and 3.0% in 2026, with solar doing the heavy lifting. Even if your core is hydrocarbons, customers increasingly want solutions that help them manage grid volatility and emissions reporting. Sales playbooks that bundle power quality, backup generation, and measurement/reporting can win executive sponsorship.
Postings for oilfield sales roles remain active in core hubs (Houston and beyond), but hiring managers are prioritizing proven quota attainment and technical fluency over pure relationship selling. Pros who can translate performance data (e.g., downtime avoided, fuel saved, throughput increased) into business cases have an edge.
Need sales talent that speaks both hydrocarbons and energy transition? Energy Sales Resources places proven producers—BD leaders, account execs, and technical sellers—across oil, gas, LNG, and power. Let’s talk about your Q4 headcount plan.