Last month amid a steady two-week decline in crude prices, we broke down the different pieces surrounding global crude demand and supply and how that uncertainty could lead to continued volatility in the market. That downward pressure on prices...
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Archive //
Rising Tides: How Does Increased Hedging Affect Crude Cash Flow?
October 2, 2018 |
A rising tide lifts all boats. This is true in the case of US public E&Ps, where rising WTI prices have contributed to the SPDR Oil and Gas E&P ETF outperforming the overall S&P index by six percentage points...
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Where, Oh Where Does the Permian Flare?
September 5, 2018 |
Permian natural gas flaring has become a hot topic throughout 2018. Natural gas pipeline capacity out of the basin has filled and outright pricing at Waha has fallen to $1.28/MMbtu over the last 7 days (Aug.29 – Sept 4)....
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DJ Basin: Is the Future Setback?
July 17, 2018 |
Over the past few years as the importance of shale hydrocarbons in the US has risen, a number of state and local governments have attempted to increase their involvement in oversight of US hydrocarbon development. Examples across the US...
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What the Heck, OPEC?
June 21, 2018 |
Many US independent E&Ps have begun generating positive free cash flow in 2018, crediting capital discipline, operational efficiencies and, perhaps most importantly, higher crude prices. The rise in oil prices over the past year has many drivers, but the...
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US Crude Exports Making Waves, but will Infrastructure Drown the Optimism?
May 24, 2018 |
US shale has proven its resiliency over the past three and a half years, emerging as the chief driver of record US crude production in a rising price environment. But as US production continues to push new bounds, infrastructure...
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Waha’s Sphere of Influence: Permian Gas Driving Weakness West of the Mississippi
May 3, 2018 |
Associated gas out of the Permian has been a popular topic and with natural gas pipelines filling up, it’s no surprise that the Waha differential to Henry Hub has widened in 2018. In fact, Waha basis to Henry Hub...
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