Archive // Crude Oil

Electric Vehicles Pulling the Plug on Oil Demand Growth?

September 6, 2017 | Jake Fells

BTU Analytics recently estimated the impact that electric vehicles (EV) could have on US natural gas markets due to incremental power burn demand. The flip side of the EV discussion is to understand how much EVs will impact oil...
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U.S. E&Ps Flying Blind: Lack of 2018 Oil Hedging Leaves Production Vulnerable

August 15, 2017 | Matt Hagerty

As U.S. oil production growth appears to be heavily weighted to the back half of 2017, how much cash producers can secure for those barrels will be a major factor in whether lofty production targets can be maintained into...
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EIA Drilling Productivity Report Misleading the Market?

July 25, 2017 | Tony Scott

Recent headlines from journalists and industry veterans alike have pointed to the latest EIA Drilling Productivity Report (DPR) as a sign that US oil production growth rates are slowing and that the growth in Permian productivity has stalled out....
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Can Deepwater Gulf of Mexico Economics Sustain Growing Production?

March 17, 2017 | BTU Analytics

In addition to resurgent growth in shale plays such as the Permian, BTU Analytics is forecasting continued growth in the Deepwater Gulf through 2020. The region currently supplies 15% of daily U.S. oil production, more than the Eagle Ford...
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Just How Big Is the Permian Basin?

March 7, 2017 | Andrew Bradford

The Permian Basin gets all the headlines these days, and it’s all about stacked pay opportunities across the cores of the Delaware and Midland Basins. Acreage valuations have gone sky high and now concerns are emerging about oil and...
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OPEC vs. the Permian: Can the Permian Derail Saudi Aramco’s IPO Plans?

January 11, 2017 | Erika Coombs

The start of the new year signals the beginning of the much anticipated production cuts totaling over 1.7 MMb/d from OPEC, Russia, and others. However, this leaves several questions still outstanding: Who will follow-through with the promised cuts? What...
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Permian Basin Acquisitions Stay Hot

December 21, 2016 | BTU Analytics

Permian Basin acquisitions are riding a wave of popularity, at least as measured by M&A announcements, drilling rig additions, and capital markets activity. Given the dramatic increase in well productivity, falling well costs, and promise of stacked pay opportunities, it...
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