Consulting

BTU Analytics has prepared and delivered a broad range of consulting engagements focusing on production, midstream, pricing, demand, storage and related topics.  Collectively, the team at BTU Analytics has completed hundreds of oil, NGL and natural gas focused projects and has developed the most stringent and in-depth production, transportation, and pricing analysis available in the market.

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How We Are Different

BTU Analytics provides clients with a comprehensive and quantifiable view from the wellhead to downstream markets.   We look at the data and analysis and tell the story from there.  Our clients benefit from our independence, our experience and ultimately our strong opinions on assets or strategies.

BTU Analytics draws on a broad analytical tool chest to form our views including:

Well-level economics and breakeven models

Well inventory analysis of remaining drillable locations by play

E&P Industry Cash Flow Model

Transportation capacity utilization and rates modeling

Downstream demand market analysis

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Expertise

Upstream

Production economics, drilling inventory estimates and acreage quality

Covering all major plays including the Permian, Eagle Ford, Marcellus, Utica, Bakken, Canadian Oil Sands, Haynesville, Cotton Valley, Fayetteville, Barnett and Niobrara

Distressed asset fundamental due diligence

Midstream

Current and Future constraints in natural gas, NGL and crude oil transportation

Gathering, processing, and fractionation

Crude by rail

Downstream

Export terminals for LNG, LPGs, and crude oil

Power plant gas supply competitive market positioning analysis

End use markets for natural gas including; power, residential / commercial, and industrial

Refining and condensate splitting

Petrochemicals and crackers

Price Forecasting

Natural gas and crude oil basis

NYMEX Henry Hub and WTI

 

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Recent Projects

  • BTU Analytics was hired by a large Independent to analyze US oil and gas markets to identify strategic drivers for midstream development over the next five years that would impact the client’s assets. As part of this study, BTU Analytics reviewed the outlook for new infrastructure development across major plays including the Bakken, DJ Basin, Powder River, and Permian Basin for both oil and gas. BTU Analytics also provided follow-up support on project proposals submitted by midstream companies to the client to help identify favorable projects.

  • BTU Analytics provided a prominent gas processing company with a 10-year outlook of competing production dynamics between associated gas from the Permian and Rockies vs. key gas plays including Appalachia and Haynesville. The study focused on how competing US resource plays will grow based on wellhead breakeven prices, remaining drilling inventory, midstream constraints, and regional demand. BTU Analytics also provided a US NGL outlook and discussed broader NGL market dynamics that could drive higher recovery based on a proprietary well-level GPM and NGL composition production model.
  • BTU Analytics was retained by a power development company to analyze and recommend a strategy for sourcing natural gas supply as it pertained to a gas-fired power asset. To properly portray risks and opportunities in the various strategies, BTU Analytics conducted a regional natural gas flow analysis over the next 10 years, provided a proprietary natural gas production forecast, analyzed proposed infrastructure developments, estimated economics of local production, well inventories by price breakeven thresholds, estimated delivered costs of gas and dissected numerous Henry Hub and basis scenarios.
  • BTU Analytics assisted a client with understanding a target producers natural gas firm transportation (FT) portfolio with an end result of a discounted cash flow model over the life of the portfolio.  In addition, BTU Analytics analyzed competing E&P FT portfolios and framed which portfolio would perform best under various forward oil, gas and NGL price scenarios.

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