BakkenMonitor_August-2017 Bakken Monitor – August 2017 Everything's Bigger In Texas

Data on productivity improvements show Texas basin wells holding on to gains better than Bakken wells. North Dakota's oil production retreated to 1.040 million b/d (-1...

Read more ►

LMS_July-2017 LNG Market Snapshot – July 2017 Australia Adrift on a Sea of LNG

The active global LNGC fleet grew to 449 vessels since January 2017 whilst the order book shrunk from  117 to 111 vessels. LNG trade is experiencing an uptick y-o-y alth...

Read more ►

OMS_July-2017 Oil Market Snapshot – July 2017 Don't Ecuador Hit You On The Way Out

Falling US inventories and firm words after the OPEC/non-OPEC compliance meeting help lift prices, even as Ecuador announces it will leave the agreement. Brent has ris...

Read more ►

Norway Offshore July 2017 Offshore Exploration & New Field Developments – Norway Norway Keeps Pushing

Offshore activity on the Norwegian Continental Shelf is continuing to recover. Spurred by recent exploration successes and a significant improvement in oil prices since J...

Read more ►

BakkenMonitor_July-2017 Bakken Monitor – July 2017 Limits to Growth

Though more flexible than other sources of production, we argue LTO's ability to regulate production short-term is more limited than generally realised. North Dakota's...

Read more ►

OMS_June-2017 Oil Market Snapshot – June 2017 Buy The Ticket, Take The Ride

With fear and loathing of the OPEC deal high in the market, we make the case that the deal has been a qualified success. Brent fell to c. $45/bbl in mid-June despite d...

Read more ►

US Deepwater_A Glass Half Full US Deepwater – A Glass Half Full? With Resource Base Discovery at 50%, You Need to Invest in a Straw

With just under half of the US Gulf of Mexico’s technically recoverable reserves lying undiscovered – is the glass half full or half empty? The US deepwater indust...

Read more ►

BakkenMonitor_June-2017 Bakken Monitor – June 2017 LTO at a Loss

North Dakota lost production in March whilst industry keeps losing money. With winter gone and the boost from returning shut-in wells spent, North Dakota's LTO output ...

Read more ►

OMS_May-2017 Oil Market Snapshot – May 2017 The Art of The Production Deal

Oil falls as OPEC extends the production deal, but if politics is the art of the possible, is the market expecting too much? Brent broadly recovered to c. $54/bbl from...

Read more ►