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Energy Market Commentary allows readers to follow BTU’s latest thoughts on the energy markets.

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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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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Natural Gas Focused Plays Stagnate

August 29, 2019 |
Last week, the Baker Hughes’ rig count dropped 19 rigs as the total US rig count fell to 916, the lowest level since November 2017. The drop comes as no surprise after second quarter earnings from E&P companies signaled...
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