Sharp Drops in Natural Gas Production
This commentary revisits implied oil shut-ins across several basins based on updates to our modeled daily gas production.
Recession Impact to Natural Gas Demand
Due to COVID-19, the U.S. and global markets are facing a potential recession. Past recessions may show potential impacts to the...
Powder River Basin Stacked Play Showing Improvement?
Wyoming’s Powder River Basin (PRB) has been marketed as the next big stacked play opportunity by several public and private E&P...
Does ESG Present a Risk to 1.2 MMb/d of Permian Production?
Here we focus on Permian producer ESG goals and the potential impacts to volumes should flaring curtail production.
Here we explore the factors that determine whether coal-to-gas switching can be a big enough demand lever to help balance the...
Canadian Natural Gas Production on the Precipice of Decline or Readying for a Surge?
Here we explore production and rate history to determine whether Canadian natural gas production is on the precipice of decline...
Shale Debt: Looming Disaster or Necessary Catalyst?
Could near-term debt expiration provide the necessary catalyst for weak players with uneconomic assets to stop drilling new wells?
Due to the availability of cheap alternative fuels, coal's dominance in U.S. electricity production is waning. But coal producers...
Investigating Freeze-offs: The Cold Hard Truth
As natural gas production increases in states vulnerable to freeze-offs, we could see increased market impacts in the colder...
Gas pipeline costs are higher, due to rising material and labor costs, as well as larger regulatory legal bills.
Growing Apart: The Mont Belvieu/Conway NGL Price Differential
Here we explore the supply and infrastructure factors contributing to the Mont Belvieu/Conway NGL price differential.
The U.S. Is Poised to Take Over as the World’s Largest Oil Producer
A combination of policy and production surges may give the U.S. the edge in 2018.
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