Shale Monitor – June 2020

  • 1Q20 LTO revenues declined in line with average pricing (-25% q-o-q), while collectively net income falls to -$28.5 billion, close to the nadir of 4Q15
  • ...

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Shale Monitor – March 2020

  • Even prior to the coronavirus and OPEC+’s failure to agree fresh cuts on March 6th, US LTO was in financial trouble
  • Collectively, 4Q19 was the bes...

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Shale Monitor – November 2019

North Dakota's August 2019 output was 1.477 million b/d (+31,000 b/d m-o-m), in line with our 1.471million b/d (+25,000 b/d) forecast. July’s figure of 1.446 million b...

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Bakken Monitor – September 2019

North Dakota's June 2019 output hit 1.425 million b/d (+30,000 b/d m-o-m), in line with our 1.428 million b/d (+33,000 b/d) forecast. This marks a return to growth after...

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Bakken Monitor – June 2019

North Dakota's March 2019 output recovered to 1.390 million b/d (+55,000 b/d m-o-m), in line with our 1.394 million b/d (+59,000 b/d) forecast, as wells returned to produ...

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Bakken Monitor – March 2019

  • North Dakota's December 2018 output set a new record of 1.401 million b/d (+25,000 b/d), in line with our 1.396 million b/d (+20,000 b/d) forecast. Wells retur...

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Bakken Monitor – February 2019

North Dakota's November output retreated to 1.376 million b/d (-16,000 b/d), in line with our 1.371 million b/d (-21,000 b/d) forecast, as poor weather hampered completio...

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Bakken Monitor – January 2019

North Dakota's October oil production set a fresh high at 1.392 million b/d (+33,000 b/d m-o-m), below our forecast of 1.412 million b/d (+53,000 b/d). November’s outpu...

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Bakken Monitor – December 2018

North Dakota's September oil production set a fresh high at 1.359 million b/d (+68,000 b/d m-o-m), ahead of our forecast of 1.332 million b/d (+41,000 b/d m-o-m). For Oc...

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Bakken Monitor – November 2018

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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