Energy Market Commentary // DUC

Marcellus & Utica Well Backlog: How Long Can It Last?

May 13, 2016 |
It’s hard not to talk about the recent infrastructure delays plaguing the Northeast right now. At BTU Analytics, we’ve recently highlighted delays/cancellations of Tennessee Gas Pipeline’s Northeast Energy Direct (NED) and Constitution, looked at the potential impacts to the...
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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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