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BakkenMonitor_November-2017 Bakken Monitor – November 2017 Returns vs Growth: A Two-Speed LTO Industry?

North Dakota's oil production increased to 1.085 million b/d (+38,000 b/d m-o-m or 4%) in August, ahead of our forecast, as legacy well decline rates flattened. We see le...

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BakkenMonitor_October-2017 Bakken Monitor – October 2017 Is Hamm Right To Be Cheesed Off With EIA?

North Dakota's oil production increased to 1.047 million b/d (+15,000 b/d m-o-m or 1.5%) in July, ahead of our forecast. We forecast August production higher, reflecting...

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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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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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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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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 ...

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BakkenMonitor_May-2017 Bakken Monitor – May 2017 Breakeven Make-Believe

Companies continue losses across the US LTO sector despite claims of radically lower well breakevens. North Dakota's oil production rose to 1.034 million b/d in Februa...

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BakkenMonitor_April-2017 Bakken Monitor – April 2017 Permania Has Landed

With bankruptcies falling, land prices in the Permian double to average $40,000/acre. North Dakota's oil production recovered to 980,294 b/d (+38,000 b/d m-o-m) in Jan...

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BakkenMonitor_March-2017 Bakken Monitor – March 2017 The Million Barrel Question

Most LTO companies are targeting 1 million boe average ultimate recovery. Can they do it? North Dakota's oil production crashed to 942,455 b/d in December from 1.034 m...

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BakkenMonitor_January-2017 Bakken Monitor – February 2017 Get Well Soon?

With more capex budgets reported, the US LTO recovery may begin in earnest in 2H 2017. North Dakota's oil production fell to 1.034 million b/d in November from 1.44 mi...

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BakkenMonitor_January-2017 Bakken Monitor – January 2017 October Surprise

North Dakota adds its most ever in a single month as Whiting restarts Twin Valley amongst other older wells brought back online. North Dakota's oil production rose to ...

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Bakken-Monitor-December-2016 Bakken Monitor – December 2016 Want an LTO Boom? Send More Cash.

US LTO operators will need more access to capital if a recovery is to begin in 2017. North Dakota's oil production fell to 971,658 b/d in September from 981,038 b/d in...

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Bakken-Monitor-November-2016 Bakken Monitor – November 2016 Oasis In While SM's Bakken Out

'Permania' continues as SM sells its Bakken acreage to Oasis in order to focus on Texas's Permian basin. North Dakota's oil production fell to 981,038 b/d in August fr...

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Bakken-Monitor-October-2016 Bakken Monitor – October 2016 The Unvanquished?

OPEC's Algerian meeting produces agreement in principle, but LTO may take time to recover. North Dakota's oil production rose to 1.030 million b/d in July from 1.027 m...

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Bakken-Monitor-September-2016 Bakken Monitor – September 2016 All About The Benjamins

An emerging industry consensus sees strong long-term growth from LTO, but the capital costs will be high. North Dakota's oil production fell to 1.027 million b/d in Ju...

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Bakken-Monitor-August-2016 Bakken Monitor – August 2016

  • North Dakota's oil production rose slightly to 1.047 million b/d in May from 1.041 million b/d in April (+6,000 b/d m-o-m, in line with our forecast of 1.045 m...

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Bakken-Monitor-July-2016 Bakken Monitor – July 2016

  • North Dakota's oil production fell to 1.041 million b/d in April from 1.109 million b/d in March (-70,000 b/d m-o-m, -41,000 b/d vs our forecast), the largest ...

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Bakken-Monitor-June-2016 Bakken Monitor – June 2016

  • North Dakota's oil production fell to 1.109 million b/d in March from 1.118 million b/d in February (-9,000 b/d), in line with our forecast of 1.110 million b/...

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Bakken-Monitor-May-2016 Bakken Monitor – May 2016

  • North Dakota's oil production fell to 1.118 million b/d in February from 1.122 million b/d in January (-4,000 b/d), ahead of our forecast of 1.098 million b/d<...

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Bakken-Monitor-April-2016 Bakken Monitor – April 2016

  • North Dakota's oil production fell to 1.122 million b/d in January from 1.152 million b/d in December (-30,000 b/d), in line with our forecast of 1.127 million...

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Bakken-Monitor-March-2016 Bakken Monitor – March 2016

  • North Dakota's oil production fell to 1.152 million b/d in December from 1.176 million b/d in November (-24,000 b/d), in line with our forecast of 1.163 millio...

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Bakken-Monitor-February 2016 Bakken Monitor – February 2016

  • North Dakota oil production increased slightly to 1.176 million b/d in November from 1.169 million b/d in October, in line with our high case of 1.179 million ...

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Bakken-Monitor-January-2016 Bakken Monitor — January 2016

  • North Dakota oil production increased slightly from 1.162 million b/d in September to 1.169 million b/d in October, beating our forecast of 1.125 million b/d

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