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:…
Crude
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+ Rattle Crude. What is the Supply Risk?
WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty.…
Competition Heats Up for Committed DJ Barrels
Oil production in the Denver-Julesburg Basin is slowing, which means competition for committed barrels has intensified. The four main pipelines…
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:…
Permian Growth in ‘25 Fuels Upside for Export Docks
Permian supply growth will bring more barrels to Gulf Coast terminals this year and increase pipeline congestion. East Daley forecasts…
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:…
Double H Conversion Creates Risk for DJ Oil Pipes
Double H Pipeline’s conversion to NGL service could limit crude oil volumes out of the Gurnsey hub and on downstream…
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…