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... and lateral length). The geologic data includes things like porosity, total organic carbon (TOC), lithology (the ... than anything else. Put another way, Castle Peak acts more like a typical conventional play where the rock’s ...
Housley Carr - Published May 29, 2025
... of gas storage in 2006, the natural gas forward looked like a rollercoaster – with a differential of more than ... to enlarge) The Five Regions Will the forward curve look like this forever? And if so, will natural gas storage ...
Eric Penner - Published June 17, 2013
... to market participants including traders. So far as we can tell based on feedback to the earlier posts in this series ...
Sandy Fielden - Published September 7, 2015
... might have been Phil Harris’s “That’s What I Like About the South.” So southeastern state regulators, ... terms of intraregional infrastructure? It doesn’t look like it. With 22.6 Bcf/d of available capacity open right now ... What about peak day? As we indicated earlier, we can tell from basis behavior whether any constraints have been ...
Rick Smead - Published May 11, 2017
... Carr Time and again, the repurposing of existing assets like pipelines and marine terminals to meet changing market ... the mouth of the Mississippi near Venice, LA. Time will tell how this all shakes out. Rest assured, we’ll be ...
Housley Carr - Published October 21, 2018
... that focus specifically on that segment — names like Occidental Petroleum and Pioneer Natural Resources. (We ... — such as gasoline, diesel, jet fuel or petrochemicals like ethylene and propylene — for sale to retailers and end ... including how seismic studies are conducted and what they tell you, how drilling and production leases are set up, and ...
Jason Lindquist - Published August 11, 2022
... in its recovery of those costs. For example, some costs, like depreciation and the cost of capital, are matters of ... wouldn’t everyone just want to gather enough facts to tell how much upside or downside they might have in the ... the pipeline’s proposal. But over time — after phrases like “That’s non-negotiable” and "That’s a ...
Rick Smead - Published December 19, 2023
... in its recovery of those costs. For example, some costs, like depreciation and the cost of capital, are matters of ... wouldn’t everyone just want to gather enough facts to tell how much upside or downside they might have in the ... the pipeline’s proposal. But over time — after phrases like “That’s non-negotiable” and "That’s a ...
Rick Smead - Published December 31, 2023
Start Me Up - Biden Administration Using Billions to Kick Domestic Battery Production Into High Gear
... lacks lithium and other key components. As we noted in our Tell It Like It Is series, extraordinary volumes of special metals ... for new manufacturing processes or techniques. Much like the government incentives aimed at developing hydrogen ...
Ellen Chang - Published January 31, 2024
... combination that couldn’t be more different, though — like all the Permian-related deals noted above — the deal ...
Housley Carr - Published March 4, 2024
... of the most noteworthy “bolt-on” deals and what they tell us. There are several drivers behind the long list of ... and NOG the other 30% stake for $162 million. (See What I Like About Texas for details of that agreement.) Once the ...
Housley Carr - Published August 14, 2024
... thing you see at the start of the 2014 curve is what looks like a giant tooth (inside the green dashed circle) that we ...
Sandy Fielden - Published June 16, 2014
... and production decisions over the next few months will tell us whether even more NGL-related infrastructure will ...
Housley Carr - Published February 2, 2015
... destined for regional refineries – many of which – like the 400 Mb/d BP Whiting refinery in Illinois had been ...
Sandy Fielden - Published February 16, 2015
... comparison of the 2011 and 2013 Bakken data and forecasts tell us? For one, even the very upbeat 2011 forecast that the ...
Housley Carr - Published November 14, 2016
... is pushing for faster progress this year, but time will tell. Also to be determined is how long it will take CFE (the ... California state (an hour’s drive south of Rosarito). Like the planned Topolobampo terminal, the Ensenada facility ...
Housley Carr - Published July 17, 2018
Housley Carr - Published July 29, 2018
... capacity wouldn’t get built fast enough; now it looks like we’ll have far too much too soon. And along the coast, ...
John Zanner - Published January 2, 2020
... to transport it there from U.S. refineries; see Time Will Tell for more on how Jones Act restricts U.S. shipments). ...
Housley Carr - Published May 1, 2022
... stable over the last three-plus years. It’s difficult to tell just from looking at the totals that since mid-2019 the ...
Housley Carr - Published September 11, 2022