Archive // WTI

Permian Limbo: How Low Can Prices Go?

May 9, 2018 | Jake Fells

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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Making a Case for $60 Oil Destabilizing Gas Markets

December 12, 2017 | Jake Fells

WTI prices have stabilized near $60 (for now) as OPEC agreed to extend cuts through 2018 and compliance with targets has been good thus far. Higher oil prices should improve cash flows for producers with liquids exposure, thereby enabling...
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GOM But Not Forgotten: Mexico’s Gulf of Mexico Revival

August 17, 2017 | Jake Fells

In 2013, Mexico initiated steps to reform the state-run oil and gas monopoly to allow foreign entities to explore for resources. Last month, two separate discoveries in the Mexican Gulf of Mexico (‘GOM’) were announced with a combined estimated...
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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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Service Margins Poised to Rebound

August 2, 2017 | Jason Slingsby

Last year BTU wrote an article about the cyclical pattern of service cost margins and the correlation with WTI pricing. As crude prices fell throughout 2015, both Halliburton (NYSE: HAL) and Schlumberger (NYSE: SLB) showed margins dropping from averages...
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Sub $40 Crude. What Does that Mean for Natural Gas?

June 30, 2017 | Mason Ender

It’s hard to find someone not calling for oil to break $40 these days. Just yesterday, BTU Analytics delivered a free webinar covering effects to the natural gas market should such an event occur. Main topics covered included: How will...
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E&P Positioning Report: New Pipelines to Disrupt Supply Stack

August 23, 2016 | Kathryn Downey Miller

Finding and drilling the best rock is only half the battle in the E&P business. Moving product from wellhead to demand market and the costs associated with that transportation dictate whether your shale play is a market changer or...
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