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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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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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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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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BakkenMonitor cover Bakken Monitor – June 2018 EIA and Rystad forecasts compared

North Dakota's March oil production dipped to 1.162 million b/d (-12,000 b/d m-o-m), slightly below our forecast of 1.172 million b/d but in line with expectations of low...

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BakkenMonitor cover Bakken Monitor – May 2018 EIA Sees Bakken Recovering 89% of Technically Recoverable Resources by 2050

North Dakota's February oil production held firm at 1.175 million b/d (-1,000 b/d m-o-m), below our forecast. We see production flat again in March, having increased our...

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BakkenMonitor cover Bakken Monitor – March 2018 The Eagle Ford Has Landed - With a Thud?

North Dakota's January oil production fell further to 1.176 million b/d (-5,000 b/d m-o-m), in line with our forecast of 1.177 million b/d. We see production higher in F...

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BakkenMonitor cover Bakken Monitor – February 2018 Promises, Promises as LTO Outspends Again

North Dakota's oil production fell to 1.181 million b/d (-13,000 b/d m-o-m) in December, in line with our forecast of 1.172 million b/d. Reported earlier than expected, ...

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BakkenMonitor cover Bakken Monitor – January 2018 LTO Unchained: Strong Production Growth Expected as Majors Look to US

North Dakota's oil production increased to 1.195 million b/d (+9,000 b/d m-o-m) in November, in line with our forecast of 1.199 million b/d. We forecast December product...

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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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