In 2015 and 2016, producers went on a buying bonanza snapping up Permian acreage. The prospect of stacked pay potential with ultra low break-even prices sent producers in a bidding frenzy. In the chase for the best acreage, prices...
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Archive //
Best Energy Market Calls in 2017 from BTU Analytics’ Conference
November 28, 2017 |
In the business of energy market fundamental analysis you are always tasked with telling people what is going to happen next and why. Inevitably, sometimes you are right and sometimes you are wrong. When you are right for the...
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Bigger and Better – The Story of US Wells and Turkeys
November 21, 2017 |
Thanksgiving. A time to share with family and friends, reflect on the year that has passed, and eat like there won’t be any food tomorrow. As I pondered what an appropriate topic would be in this 4th installment of...
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Hidden in Plain Sight: Ethane Supply Outlook
November 17, 2017 |
Ethane rejection into the natural gas stream has persisted since early 2012 after the ethane price crashed due to rapidly increasing rich gas production coupled with stagnant US ethane demand. The tide is starting to turn in the market...
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What’s in a Name, and do DUCs Have a Shelf-Life?
November 9, 2017 |
The importance of capital efficiency has arguably never been greater for U.S. independent E&Ps and their shareholders in the shale era than it is currently. But the idea that a large swath of E&Ps are actually able to operate...
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The New, Improved San Juan Basin?
November 7, 2017 |
Over the past few years, drilling activity and oil and gas production in New Mexico’s San Juan basin have been on the decline. However, the basin has recently benefited from improvements in horizontal drilling that could slow, or maybe...
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Service Cost Inflation Hitting Producers
November 2, 2017 |
As part of BTU Analytics’ continuing effort to monitor the effects of service costs on producer actions, today we examine service company data for 3Q’17. Last quarter BTU posted an article about how oil service margins had begun to...
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