Energy Market Commentary // DUC

DUCs to Prolong Shale Boom Hangover

January 26, 2016 |
Many prognosticators of oil and gas markets have found themselves on the wrong side of US production calls throughout the shale era after failing to understand and model the risks associated with operational momentum.  Increases in well productivity brought...
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Producers Bagging DUCs, Bearish for Pricing

July 7, 2015 |
The EIA recently revised its reporting  for crude storage volumes.  The new storage report, while only published twice a year (at the moment), provides more transparency regarding how much of the storage number is “line-fill” and crude in transit. ...
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Texas DUC Season – Production Surprises Ahead?

June 19, 2015 |
Inventory estimates abound with Halliburton quoting a 3rd party source estimate of over 4,000 drilled but uncompleted wells (drilled uncompleted (DUC)) during their 1Q2015 earnings call. We have long been doing an estimate of the inventory of wells waiting in...
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