Archive //

Full-Cycle Costs Defering Outside Capital?

July 17, 2015 |
Full-cycle economics aren’t often mentioned when trying to forecast E&P activity.  In a world where all capital for resource development needs to be generated internally, full-cycle economics (which burden returns with additional costs such as leasing acreage, corporate overhead,...
Read more..

Is $60 Oil Really the New $100 Oil?

July 9, 2015 |
Is $60/bbl crude really the new $100/bbl? This saying has come about in light of the apparent stabilization of WTI spot prices (with the notable exception of the 15% drop this week) around the $60/bbl mark over the last three...
Read more..

Producers Bagging DUCs, Bearish for Pricing

July 7, 2015 |
The EIA recently revised its reporting  for crude storage volumes.  The new storage report, while only published twice a year (at the moment), provides more transparency regarding how much of the storage number is “line-fill” and crude in transit. ...
Read more..