Energy Market Commentary // Oil

US Oil Activity: Providing Context

March 19, 2020 |
With oil markets reeling from COVID-19 and Saudi Arabia’s price war, the intent of this blog is to take a step back and provide some context for US oil activity, including drilling and production, and is geared towards those...
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Jet Fuel Demand Declines in 2020

March 18, 2020 |
As the impacts of COVID-19 on the global economy remain in flux, it’s important to understand where we are at today based on the current information. Already some of the largest airlines in the world, including United, Delta, and...
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BTU View: Permian Operator Breakevens

February 19, 2020 |
Average stock performance for independent E&P companies has struggled as oil and gas prices have weakened moving through 2020. WTI oil prices have fallen almost 20% and are hovering just above $50/bbl on global demand concerns. Additionally, natural gas...
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