DI Blog

Natural Gas As A Hedge? Oil vs. Gas in Today’s Market

The US rig count is down 56% from this time last year. The rig count decline has hit some areas harder than others. For example the Bakken has lost more than three quarters of its rigs (figure 1). The Eagle Ford, Eaglebine, and Granite Wash plays also saw above average…

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China Oil & Gas Demand, Supply, and the Road Ahead

China China China. Like Jan Brady clamoring for attention, all solutions to the current soft oil and gas market eventually intersect with the energy consuming Marsha that is China. (Take that Tortoise vs. Hare metaphor from a couple weeks ago!) Fair enough. There are after all 1,376,000,000 people in China,…

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Redeterminations, Hedges and Oil & Gas Q415 Outlook

October will mark the second bi-annual review of the credit lines for many heavily indebted shale players. Unfortunately their options are shrinking since oil prices now hover around $45 per barrel, significantly lower than the April 2015 mark of around $55 to $60 per barrel. While hedged positions staved off…

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A&D for Oil & Gas Set to Expand: Get Ready with Drillinginfo

In today’s depressed commodity price environment, participants in the Oil and Gas industry are keeping a watchful eye on the A&D and M&A markets. By any measure, 2015 YTD acquisitions are below the expectations of most analysts. The $11B transacted in the U.S. through August of this year is down…

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Consider the Tortoises When Investing in Domestic Unconventional Operators

The tortoise and the hare may be the most famous folk tale in the western world. The confident hare blasts out of the starting block leaving the tortoise in the dust. Slowly and steadily, the tortoise passes the napping hare. With domestic unconventional production, most of the performance so far…

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