Energy Market Commentary // Permian

Changes in Permian Spacing to Strand DUCs?

October 3, 2019 |
After years of downspacing in the Permian, E&P companies are beginning to pursue increased well spacing to resolve the “parent-child” problem as detailed by the WSJ early last month. Despite claims of increased performance from closely packed wells, performance...
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Permian Independents Walk a Tightrope

August 27, 2019 |
In the Permian Basin, several new infrastructure projects have recently entered service or are expected to start throughout the next year. On the oil side, Cactus II and EPIC have started up in recent weeks, and on the gas...
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NGL Uplift Drying Up in 2019?

August 16, 2019 |
Second quarter earnings announcements have shaken up the outlook for gas plays going into the second half of 2019. Diversified operators, such as Chesapeake, intend to pivot to growth in oil production, but not all producers can toggle between...
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Lack of Heavy Crude Weighing on US Refiners

May 28, 2019 |
Ahead of IMO 2020, which requires ships globally to use fuels with a sulfur content below 0.5% from 3.5% currently, many thought an opportunity was emerging for US refiners. Complex US refineries could capitalize on an expectation of widening...
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