Shale MonitorSeptember 2020 Red, Dead, No Redemption: 2Q20 Revenue Collapses With Fresh Capital Unlikely
- 2Q20 LTO revenues fell faster than pricing as development activity collapsed and production was shut-in
- For our coverage universe, net income was up...
Oil Market SnapshotAugust 2020 Brent Rises to $45/bbl in August, But Demand Concerns Continue to Threaten
- Brent has traded around $45/bbl in August, after four consecutive weekly US crude inventory draws, though stocks remain elevated
- Still, global COVID...
Oil Market SnapshotJuly 2020 Brent Hits $44/bbl in July as OPEC+ Agrees Compensation
- Brent rose to c. $44/bbl in July, with OPEC+ applying compensatory cuts to the second phase of its deal and the EU agreeing a €750 billion stimulus package
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