Energy Market Commentary // Economics

Alpine High Expectations Move Low(er)

March 6, 2019 |
Last week, the market was caught off-guard when Apache (NYSE:APA) lowered the outlook for volume growth in the company’s Permian rich gas play, the Alpine High.  Apache traded off just 1% following the disclosure, while Altus Midstream (NASDAQ: ALTM),...
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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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How deep does $45 oil cut in the Bakken?

January 10, 2019 |
It can be hard to believe how quickly the tables turn for the oil market. Just three months ago we saw WTI futures hit $76.90, a milestone untouched since November of 2014. Before there was time to celebrate, volatility...
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STACK Economics Come Into Focus

August 30, 2018 |
Higher oil prices have lifted drilling activity across the country, and Oklahoma is no exception.  In the STACK, a handful of operators are driving the majority of area activity, and those operators have touted the potential of the region...
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