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Appalachian Capex Slows

August 7, 2019 |
With earnings season once again upon us, the market is getting greater clarity on 2H’19 activity levels and production. Back in February, we touched on how public company guidance in Appalachia for 2019 compared to our forecasts which called...
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Lack of Heavy Crude Weighing on US Refiners

May 28, 2019 |
Ahead of IMO 2020, which requires ships globally to use fuels with a sulfur content below 0.5% from 3.5% currently, many thought an opportunity was emerging for US refiners. Complex US refineries could capitalize on an expectation of widening...
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DJ Basin Challenges Impacting Drilling Decisions

February 8, 2019 |
The DJ Basin continues to face both regulatory and midstream challenges. In November, Colorado voters rejected a ballot initiative to increase well setbacks. Now, a lawsuit arguing Colorado’s forced pooling statute is unconstitutional further mires the outlook for development in...
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Producers Oil Hedging for 2019 Lacking?

January 15, 2019 |
Over the last several months, oil price volatility increased, oil prices collapsed, and now prices are back on the rise. One way that E&Ps can combat downside price risk is to enter into hedging contracts on future production to lock...
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