Archive //

WTI/Brent Spread has Crude by Rail on the Ropes

September 29, 2015 |
Rail has been integral to moving Bakken crude out of the basin since 2012 when production very quickly outstripped pipeline takeaway capacity, causing differentials to blowout as wide as $49/Bbl between Bakken field prices and Brent.  As designated by...
Read more..

The SCOOP and STACK Plug Along

September 17, 2015 |
With so much bad news in the energy press these days – and I can go on about CFOs ‘leaving for personal reasons’, debt redeterminations, equity dilutions, stock exchange delistings, forced asset sales and lay-offs – it is refreshing...
Read more..

More Gathering Needed in Dry Utica

September 16, 2015 |
Williams and Chesapeake Energy announced new contract last week for gathering services in the Haynesville and Utica meant to incentivize continued development in both plays.  Last week our commentary discussed prospects for the Haynesville as evolving drilling and completion...
Read more..

Hoedown or Slow Down in the Haynesville?

September 11, 2015 |
Excitement surrounding the Haynesville seems to be growing again thanks to some impressive reports of well performance by Comstock, Chesapeake, and Exco. So much so, that Comstock’s stock price tripled after its second quarter earnings call. So what’s the...
Read more..