May 19, 2016 – Seeking Alpha
Expanding U.S. Hydrocarbons: Rich Liquids And Crackers
By: Jennifer Warren
Summary
In light of shale oil and gas production prospects in the U.S., the natural gas liquids...
May 18, 2016 – The Street
Oil May Hit $50 But There Are Still Good, Bad and Ugly Plays
By: Carleton English
Anyone looking to play the risky energy market should know that the break-even point for oil and gas companies keeps getting higher -- even as the price of oil increases. Without taking geography into account, investing in the sector could be a fool's bet.
There are "good basins," "bad basins" and "ugly basins," according to recent research by RBN Energy. The so-called good basins combine robust health of the well alongside...
May 10, 2016 – Railway Age
RBN Energy on CBR: “All is not gloom and doom”
By: William C. Vantuono
A few years back, crude-by-rail (CBR) “emerged as the go-to fix that enabled pipeline-constrained shale regions to move fast-increasing volumes of oil to market,” writes RBN Energy LLC analyst Housley Carr in Slow Train Coming: What's Next for CBR. “But changes in the market—lower oil prices, slowing/declining production, new pipeline capacity—have been challenging and undermining CBR.”
“Only about 20% of U.S. nameplate capacity is...
May 1, 2016 – 24/7 Wall St
Natural Gas Price Ticks Higher After Storage Report
By Paul Ausick
The U.S. Energy Information Administration (EIA) reported Thursday morning that U.S. natural gas stocks increased by 68 billion cubic feet for the week ending April 29. Analysts were expecting a storage addition of around 69 billion cubic feet. The five-year average for the week is an injection of around 64 billion cubic feet, and last year’s storage addition for the week totaled 77 billion cubic feet. Natural gas inventories rose by 73...
May 1, 2016 – Financial Post
Survival, not growth, is the new mantra in the oilpatch’s great war on costs
By: Yadullah Hussain
As oil prices started biting last summer, a major Canadian energy company in Calgary began changing towels at its SAGD camp facility twice a week rather than daily. It may not have been a major decision, but it neatly illustrates the pressure that the entire industry is under.
“It’s small, tiny thing, but industry has done a million things like that,” said Rusty Braziel, chief executive of Houston-based...
