BakkenMonitor cover Bakken Monitor – November 2018 US Midterms: Coloradans Smack Back "Set-backs" For Frackers

North Dakota's oil production for August set a fresh high at 1.291 million b/d (+22,000 b/d m-o-m), ahead of our forecast of 1.278 million b/d (+9,000 b/d m-o-m). For Se...

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OMS-1 Oil Market Snapshot – October 2018 Saudi Bloc Covers Iran Losses, For Now

With sanctions set to begin in November, the market is currently finely balanced between supply and demand, so how much Iranian oil is exported will remain important. Sup...

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BakkenMonitor cover Bakken Monitor – October 2018 North Dakota Closes In On 1.3 Million b/d Mark

North Dakota's oil production leapt higher in July to 1.269 million b/d (+44,000 b/d m-o-m), ahead of our forecast of 1.255 million b/d (or +29,000 b/d m-o-m). Productio...

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OMS-1 Oil Market Snapshot – September 2018 Rally Continues as OPEC Stands Pat

Brent climbs to trouble $80/bbl in September, prompting Trump tweets prior to OPEC’s 23rd September meeting. OPEC and allies refuse to promise more production, seeing ...

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BakkenMonitor cover Bakken Monitor – September 2018 Earnings Season: Capex Up, Free Cash Flow Down

North Dakota's oil production retreats in June to 1.226 million b/d (-20,000 b/d m-o-m), in line with our forecast of 1.228 million b/d (or -18,000 b/d m-o-m). We see pr...

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OMS-1 Oil Market Snapshot – August 2018 Saudi Production Fall Redistributes Gains to Allies UAE and Kuwait

Brent trades around $73/bbl for most of August, balanced between concerns over supply later in the year and ongoing trade spats between the US and China. Futures are in ...

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BakkenMonitor cover Bakken Monitor – August 2018 North Dakota Rides Roughshod Over Old Record, Hitting 1.245 Million b/d

North Dakota's oil production breaks record in May at 1.245 million b/d (+20,000 b/d m-o-m), in line with our forecast of 1.241 million b/d (or +16,000 b/d m-o-m). We se...

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OMS-1 Oil Market Snapshot – July 2018 Brent corrects by 6.9%, but potential for undersupplied market remains in 2019

Brent sees 6.9% decline on 11th July, before recovering to c. $74/bbl mid-month. Money managers take profits and reduce record net long position, using announcement of r...

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Report Cover Asia-Pacific Regional Report August 2018

Our new Asia-Pacific report focuses on projects where semi-submersible rigs can be successfully utilised. This was defined for the purpose...

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BakkenMonitor cover Bakken Monitor – July 2018 All The President's Mentions – What Trump's Tweets Tell Us About Oil

North Dakota's oil production nears record in April at 1.225 million b/d (+63,000 b/d m-o-m), ahead of our forecast of 1.182 million b/d (or +20,000 b/d m-o-m). We see p...

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