Archive //

Can Ultra’s Increased Activity Reverse Green River Basin Declines?

August 29, 2017 | BTU Analytics

A few months ago we wrote about Ultra Petroleum’s (Nasdaq: UPL) drilling plans following their emergence from bankruptcy. Ultra Petroleum was a top independent E&P a decade ago, but experienced financial troubles when the shale boom created a natural...
Read more..

Electric Vehicles a Boon to Gas-Fired Power Gen?

August 25, 2017 | Kathryn Downey Miller

The media blitz surrounding the delivery of Tesla’s first Model 3 sedan, the company’s first mass-market vehicle, got many in the energy market thinking about the impact of greater electric vehicle (EV) adoption. Does this represent a major risk...
Read more..

The Next Round of LNG Export

August 23, 2017 | Andrew Bradford

The next round of LNG export projects have been making headlines, and based on recent announced E&P activity and relatively weak gas demand in 2017, the U.S. gas market may need these projects as a new source of demand...
Read more..

GOM But Not Forgotten: Mexico’s Gulf of Mexico Revival

August 17, 2017 | BTU Analytics

In 2013, Mexico initiated steps to reform the state-run oil and gas monopoly to allow foreign entities to explore for resources. Last month, two separate discoveries in the Mexican Gulf of Mexico (‘GOM’) were announced with a combined estimated...
Read more..

U.S. E&Ps Flying Blind: Lack of 2018 Oil Hedging Leaves Production Vulnerable

August 15, 2017 | Matt Hagerty

As U.S. oil production growth appears to be heavily weighted to the back half of 2017, how much cash producers can secure for those barrels will be a major factor in whether lofty production targets can be maintained into...
Read more..

Tightened Global Oil Balance Drives Crude Rally, But Will it Last?

August 10, 2017 | Erika Coombs

Crude prices have rallied from the summer lows in June to break $50/bbl once again as the impact from OPEC cuts has started to trim the global oil market’s excess storage levels, but the ability for OPEC cuts to...
Read more..

What the New FERC Quorum Means for the Marcellus and Utica

August 6, 2017 | Matthew Hoza

On the night of August 3rd, the US Senate confirmed a package of new Trump administration nominees before adjourning to go on recess. Among those 65 nominees approved were the administration’s first two nominees to the Federal Energy Regulatory...
Read more..