2025 Permian Outlook: Measured Growth Ahead
Executive Summary: Rigs: The total US rig count decreased by 14 during the week of April 20 to 558. Infrastructure: The…
Crude Oil Edge
Permian Growth Creates Dock Upside in ‘25
Executive Summary: Rigs: The total US rig count decreased by 6 during the week of April 13 to 571. Infrastructure: Supply growth from…
Bigfoot in the Permian: ET Levers M&A to Dominate Crude Distribution
Executive Summary: Rigs: The total US rig count increased by 6 during the week of April 6 to 577. Infrastructure:…
Keystone Spill Muddies South Bow Outlook
Executive Summary: Rigs: The total US rig count increased by 2 during the week of March 30 to 573. Infrastructure:…
Tariffs, OPEC+ Decision Rattle Oil Markets
Executive Summary: Rigs: The total US rig count increased by 5 during the week of March 23 to 564. Infrastructure:…
1Q25 Fundamentals Drag on Permian Growth Plans
Executive Summary: Rigs: The total US rig count decreased by 5 during the week of March 16 to 549. Infrastructure:…
Producers Guide to +300 Mb/d of ’25 Permian Growth: EDA Survey
Executive Summary: Rigs: The total US rig count decreased by 16 during the week of March 9 to 542. Infrastructure:…
Competition Heats Up for the Committed DJ Barrel
Executive Summary: Rigs: As the Denver-Julesburg Basin experiences a gradual production decline starting in 2024, competition for committed crude oil…
Double H Conversion Creates Risk to DJ Pipelines
Executive Summary: Rigs: The total US rig count decreased by 2 during the week of February 23 to 555. Infrastructure:…
M&A Takes a Different Path in DJ Basin
Leading operators are repositioning assets in the Denver-Julesburg Basin, where M&A activity is trending differently than other basins.