Energy Market Commentary // Drilling

Private Producers Contributing to Drilling Gains

January 16, 2018 |
Over the last several months, the market has been increasingly focused on instilling capital discipline to publicly traded natural gas and oil producers. A group known for outspending cash flow in the pursuit of growth. Private producers are generally...
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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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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

Independent Upstream, Midstream & Downstream Oil, Natural Gas & NGL Analysis and Due Diligence.
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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The Haynesville. A Sleeping Giant?

September 28, 2017 |
Over the years, the Haynesville’s significance to the natural gas industry has come in waves. In 2008 many predicted it would be the play that defined US natural gas production growth, and was the hot spot where investors and...
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