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... the supply and demand sides of the equation. The outlook for supply growth is lower, while the dependability of LNG ... of these developments into eight distinct steps that demonstrate how Texas gas markets are likely to evolve ... the foundation for our natural gas flow/capacity model, we can now review the eight steps that summarize our findings ...
Rusty Braziel - Published November 9, 2020
... of what is, in effect, another midstream sector: one that focuses on the delivery of large volumes of water for hydraulic fracturing and — just as important, and even ... a problem for producers — and a big one — because they can’t just re-inject the water back into the producing ...
Housley Carr - Published February 28, 2018
Good Enough - Most E&P 2023 Profits Dip To Solid Levels After Record 2022 But Gas Producers Struggle
... results and, as usual, the view of analysts and investors can be summed up by one question: What have you done for me lately? But while the collective results of the 44 ... perspective you’d see a strong historical performance that suggests E&Ps really have learned how to do well through ...
Nick Cacchione - Published April 3, 2024
... Midstream processing plant in Martin County, its plans for another Midland-area plant and the company’s already ... Basin. As you’ll see, Brazos’s strategy echoes that of a well-known predecessor. The new gas-related ... home the same theme, namely that Permian oil production can only grow as quickly as the ability of gas gathering ...
Housley Carr - Published August 20, 2024
Follow That Dream - Choice of Well Tubing Plays a Key Role as Horizontal Laterals Extend Their Reach
... on a relentless quest to unlock more hydrocarbons. And for years, the focus has been on drilling more productively, not just drilling more wells. The techniques that have evolved since the start of the Shale Revolution ... the two types of tubing used in those wells, and how they can help boost productivity. The Shale Era has produced ...
Lisa Shidler - Published June 25, 2025
... landscape, turning Crane into a bustling oil boomtown. And that was just the beginning. In today’s RBN blog, we look ... Both Crane County and the city of Crane were named for William Carey Crane, a Baptist minister, editor and the ... and Gibson Energy’s South Texas Gateway, both of which can partially load Very Large Crude Carriers (VLCCs). Crude ...
Taylor Noland - Published August 4, 2024
... energy and reduce greenhouse gas (GHG) emissions can be found just about everywhere, from national and ... debates at the state and local levels. Given the potential for dramatic economic, social, and geopolitical impacts over the coming decades, it’s no surprise that top-down mandates for a transition to a more ...
Jason Lindquist - Published October 23, 2023
Housley Carr If there was ever a year that proves NGLs march to the beat of a different drummer, ... volumes, production is up, not down. It’s the same story for exports. Price behavior has been even more extraordinary. ... of all this (most recently in In the Mood? and How Long Can This Keep Going On for crude and Play It Again and the ...
Housley Carr - Published November 29, 2021
... oil prices dominating recent headlines, it’s no surprise that profits and cash flows for the U.S. exploration-and-production (E&P) sector ... builds upon our recent three-part series “I Can’t Go for That (No Can Do),” in which we discussed the ...
Nick Cacchione - Published April 7, 2022
... Northwest and overseas markets. Although the customer base for exports remains limited, the Trans Mountain pipeline ... on from an agreed-upon starting point. After all, a lot can happen — and be learned — in the space of 12 months. ... per week . There is also a small pre-existing spur line that runs to the Parkland refinery (blue triangle) just a few ...
Martin King - Published May 25, 2025
... who brung ya,” which meant sticking with the strategy that produced previous success. After struggling through a ... in Q3 2023 but dipped again in Q4. As we reviewed in I Can See Clearly Now , second-half guidance reflected a halt ... be clearer: Maximizing free cash flow is the top priority for virtually all of the 40 E&Ps we track. As shown in Figure ...
Tom Biracree - Published March 11, 2024
... rise (aside from occasional hiccups) and domestic demand for the commodities remains flat, so — you know what’s ... LPG and natural gasoline is headed for export docks. That’s good news, and so is the fact that the midstream ... a lot of forethought, each of these multifaceted networks can take NGLs from where they emerge from underground (the ...
Housley Carr - Published June 8, 2023
... Marcus Hook terminal. In Part 1 of this series, we said that the rise in U.S. NGL production in the 2010s was ... that Energy Transfer (ET) owns major midstream systems for NGLs in both Texas and the Northeast, it seemed logical ... and LPG via ET’s own Mariner East system, Marcus Hook can also receive LPG via truck, rail and the Enterprise ...
Housley Carr - Published June 26, 2023
... North Slope (ANS) crude oil production has been sliding for years — decades really — but that is poised to change in the second half of the 2020s. Two ... Prudhoe Bay to Valdez that used to take only 4.5 days now can take four times as long. More importantly, at these low ...
Lisa Shidler - Published January 5, 2025
... within a year, or by August 2023. It soon became clear that extensive debates over the rulemaking continued inside ... the campaign. But the delay caused nothing but uncertainty for those planning to develop projects in the U.S. and ... a lifeline to nuclear power: Nuclear power plants can now be considered as incremental power — even older ...
Jason Lindquist - Published January 8, 2025
... Over the past decade, the only significant growth market for U.S. crude oil and NGLs has been exports, with over 90% ... news for PADD 3 export facilities, right? Well, it’s not that simple. The distribution of barrels has been wildly ... — from point of production to the destination market — can be optimized, significantly enhancing export economics. ...
Rusty Braziel - Published August 5, 2024
... price of crude oil. This year, prices have been falling for the past four months and are much weaker relative to ... for the past five years. The takeaway from this graph is that exports first moved higher than total U.S. demand in ... right graph in Figure 1, average monthly consumer demand can drop below 200 Mb/d in the summer and spike to almost ...
Todd Root - Published July 24, 2022
... Appalachia report published every week, we forecast basis for Eastern Gas South – in other words, at what premium or ... come together to learn, network, and negotiate deals. In that environment, one dynamic that caught people’s ... 2023 year-to-date. There are a ton of other factors that can affect basis, not the least of which is egress, so to ...
David Braziel - Published June 13, 2023
... northeastern Texas is a prime source of additional supply for those new and expanded terminals. But plans for new ... We’ve talked about LNG export operations and the pipes that will feed them in a number of blogs. Most recently, in ... phrase “exclusive servitude” means no other pipeline can cross the Tiger line without the company’s consent. On ...
Alyssa Schabel - Published July 16, 2024
... Canada collapsed to mere pennies and even went negative for a time due to an unfortunate combination of pipeline ... restrictions and record-high production — a situation that will cost the region’s gas industry billions if left ... on an interruptible (IT) service basis, meaning that gas can flow into storage as long as there is pipeline capacity ...
Martin King - Published August 24, 2022