Title : Morning Note Posted -- October 11, 2018
link : Morning Note Posted -- October 11, 2018
Morning Note Posted -- October 11, 2018
API weekly crude oil inventory data: link here. Wow, this is incredible -- a massive build of 9.75 million bbls (and it could be worse next week)
- expectation: a smaller build of 2.62 million bbls
Natural gas prices soaring: fill-rate hits decade-low. The gap continues to widen.
Wells coming off confidential list today -- Thursday, October 11, 2018:
- 34645, drl, Eagle Operating, Popinga 32-16, wildcat, no production data,
- 32021, SI/NC, Hess, CA-Stangeland-155-95-2128H-5, Capa, no production data,
- 31987, 1,063, Oasis, Hanover Federal 5300 41-11 13TX, Willow Creek, a nice well; t4/18; cum 105K 8/18;
$72.24 | 10/11/2018 | 10/11/2017 | 10/11/2016 | 10/11/2015 | 10/11/2014 |
---|---|---|---|---|---|
Active Rigs | 68 | 59 | 33 | 68 | 190 |
RBN Energy: part 4, location, location, location, key to near-term E&P profitability growth.
Anyone who’s shopped for a home is well-aware of the relationship between location and valuation. The same holds true for oil and gas producers accumulating a portfolio of real estate underlain by the most promising oil and gas formations. Recently, the most desirable neighborhood has been the Permian Basin, which has seen more than $70 billion in M&A transactions since mid-2016. While the entire U.S. E&P sector has returned to profitability, Permian players have generated the highest production growth, the best margins, and the most substantial profits and cash flows. There’s a catch, though: production growth in the Permian has led to serious takeaway constraints. Today, we discuss how the impact of these constraints is reflected in a company-by-company analysis of quarterly results.
Thus Article Morning Note Posted -- October 11, 2018
That's an article Morning Note Posted -- October 11, 2018 This time, hopefully can give benefits to all of you. well, see you in posting other articles.
You are now reading the article Morning Note Posted -- October 11, 2018 with the link address https://mylivemyidea.blogspot.com/2018/10/morning-note-posted-october-11-2018.html
0 Response to "Morning Note Posted -- October 11, 2018"
Post a Comment