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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Archive //
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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Magnolia Oil and Gas: Yet Another Deal Offering Production Upside
March 29, 2018 |
Public independent E&Ps have consistently sent a smaller portion of their drilling and completion capital to the Eagle Ford since 2015, which we highlighted earlier this month, in part because many of them also have operations in the currently...
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The Permian is Eating its Cake and Having Everyone Else’s Too
March 2, 2018 |
Most public E&Ps have released their 2018 capital budgets at this point. Analyzing these plans and how capital allocation has changed over time can shed light on where production is trending in the near term. What does the data...
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Rising Crude Prices Changing the Game for Wet Gas Well Economics
January 25, 2018 |
A WTI price at or above $65 per barrel undoubtedly has implications for producers in oil regions across the US, perhaps even testing their resolve after claims of efficiently and conservatively spreading capital across operations. But what are the...
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Is Bakken Upside Capped?
December 20, 2017 |
The recent announcement of Oasis Petroleum’s Delaware Basin acquisition marks another major Bakken producer re-positioning to focus its growth capital outside the Williston Basin. What do these shifts signal about the future of the Williston Basin? By choosing to...
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Permian Stacked Pay Potential Validating Acreage Prices?
November 30, 2017 |
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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