Deepwater Insights_Latin America Deepwater Insights – Latin America Inside Latin America's Deepwater Oil Industry - Where Is It Going, Who Will Benefit?

After several slow years for Latin America since the end of the global commodities super cycle, a settled oil price has spurred many countries into action in a bid to ent...

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BakkenMonitor_September-2017 Bakken Monitor – September 2017 2Q17 Results Show LTO's Back to Business As Usual - Weather Permitting

North Dakota's oil production fell to 1.032 million b/d (-8,500 b/d m-o-m) in June, in line with our forecast of 1.027 million b/d. We see July production flat. The EI...

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OMS_August-2017 Oil Market Snapshot – August 2017 Brent Becalmed, But Market Tightening Continues

Brent remains at c. $52/bbl as falling US inventories and rig counts indicate the market is tightening, though Hurricane Harvey has shut-in US refining capacity. The IEA...

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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...

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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...

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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...

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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...

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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...

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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...

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