Oil Sands Shut-Ins Loom?
March 30, 2020
While it’s no secret that COVID-19 has created unprecedented crude demand destruction, determining which sources of production will be the first to flinch is a
Month: March 2020
Will Storage Constraints Lead to Oil Shut-Ins?
March 27, 2020
With India as the latest country to announce shelter-in-place restrictions to combat the spread of COVID-19, BTU Analytics has estimated the 2Q 2020 impact of
Should Natural Gas End Users be Wary of a Looming Price Spike?
March 24, 2020
While COVID-19 ravages demand for services and crude oil in 2020, one bright light for natural gas producers is the rapid imbalance coming to natural
US Oil Activity: Providing Context
March 19, 2020
With oil markets reeling from COVID-19 and Saudi Arabia’s price war, the intent of this blog is to take a step back and provide some
Jet Fuel Demand Declines in 2020
March 18, 2020
As the impacts of COVID-19 on the global economy remain in flux, it’s important to understand where we are at today based on the current
E&P Capex Budgets and the Impacts of Hedging
March 13, 2020
Entering 2020, BTU Analytics had forecast that a majority of independent E&Ps, especially those which are publicly traded, would plan to scale back activity in
Turbulent Markets Force Forecast Revisions
March 13, 2020
The recent decision by Saudi Arabia and Russia to suspend OPEC+ production cuts, as well as the increasing impact of the COVID-19 pandemic, has led
What Price Makes US Shale Production Work?
March 13, 2020
Over the last several years, US oil production has fundamentally altered the global supply stack and helped meet growing global demand. However, $30/bbl crude prices
Recession Impact to Natural Gas Demand
March 10, 2020
As a result of COVID-19, the US and global markets are suddenly facing a potential recession. The virus is impacting the economy in a myriad
San Juan Gas Production Declines to Boost West Gas Volatility?
March 5, 2020
Permian gas has had far reaching consequences on the US, and even the global, natural gas markets. Permian associated gas production has dragged down NYMEX,
