Archive // Crude Oil

Rising Tides: How Does Increased Hedging Affect Crude Cash Flow?

October 2, 2018 | Matt Hagerty

A rising tide lifts all boats. This is true in the case of US public E&Ps, where rising WTI prices have contributed to the SPDR Oil and Gas E&P ETF outperforming the overall S&P index by six percentage points...
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Seahorse Pipeline and Cushing to Gulf Coast Spreads

August 17, 2018 | Anna Lenzmeier

Tallgrass Energy announced an open season on August 15, 2018, to solicit shipper commitments to construct the Seahorse Pipeline, a new 800 Mb/d crude pipeline from Cushing to St. James. Cushing spreads to the Gulf Coast have been highly...
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DJ Basin: Is the Future Setback?

July 17, 2018 | Matt Hagerty

Over the past few years as the importance of shale hydrocarbons in the US has risen, a number of state and local governments have attempted to increase their involvement in oversight of US hydrocarbon development. Examples across the US...
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US Crude Exports Making Waves, but will Infrastructure Drown the Optimism?

May 24, 2018 | Matt Hagerty

US shale has proven its resiliency over the past three and a half years, emerging as the chief driver of record US crude production in a rising price environment. But as US production continues to push new bounds, infrastructure...
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Permian Limbo: How Low Can Prices Go?

May 9, 2018 | BTU Analytics

Our client base is comprised of many different energy industry stakeholders spread across the globe, but over the last few months, almost every conversation is eventually related to what’s going on in West Texas, especially with both oil and...
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The Permian is Eating its Cake and Having Everyone Else’s Too

March 2, 2018 | Matt Hagerty

Most public E&Ps have released their 2018 capital budgets at this point. Analyzing these plans and how capital allocation has changed over time can shed light on where production is trending in the near term. What does the data...
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Upside to the Eagle Ford?

February 27, 2018 | Kathryn Downey Miller

One of the highlights from BTU Analytics’ What Lies Ahead conference last week was that the Eagle Ford has emerged as one of the few plays where infrastructure constraints wouldn’t limit production upside over the next twelve months. (Yes,...
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