Energy Market Commentary // Inventory

Long Term Gas Outlook

May 15, 2018 |
The main challenge in creating a Long-term Henry Hub forecast is that it requires many assumptions.  While current infrastructure, supply costs and known resources provide guideposts for future production and supply in the short term, the past decade has...
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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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7 Years Of Economic Drilling In DJ Basin

June 22, 2017 |
In any given oil or gas play, a critical piece of information is how much drilling inventory remains. However, just because there is inventory doesn’t mean that producers will drill that inventory. Ultimately, the most important metric that matters...
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How Many Years of DJ Basin Drilling Remain?

May 30, 2017 |
How much longer can any US shale play sustain its rate of drilling, given core acreage is finite? BTU Analytics spends a significant amount of time investigating this question. Even slight changes in assumed drainage for an individual well (the acreage...
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