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Utica Update
“World Oil” reports that oil and gas production from the Utica shale has increased dramatically since 2012. The Utica play, which includes both the Utica and Point Pleasant formations, basically lies beneath the more famous Marcellus shale. Since the Utica is deeper, and therefore more expensive to drill, the Marcellus has received more attention to… Read More
Europe Key to LNG
As a result of the shale revolution, the domestic natural gas market was flooded with new production. This led to low prices, and an effort by operators to find new markets. These included pipeline sales to Mexico (and to a lesser degree, Canada) and liquefied natural gas (LNG) for export. With abundant, cheap feedstock, LNG… Read More
ARC’s Take on NG
As I have stated in previous posts, in my opinion, ARC Financial offers some of the most insightful analysis of what is going on in the oil and gas markets. These are effectively illustrated periodically via easy to understand charts with annotated observations. Recently I perused their August 30 issue and gleaned the following observations… Read More
Permian’s Premium Prices
With oil prices less than half what they were two years ago, why are land prices in the Permian Basin of West Texas and Southeast New Mexico at record levels? A recent article in “World Oil” explains why. There are a number of reasons, some of which relate to the universal law of supply and… Read More
ARC’s Take on Oil
In my opinion, ARC Financial offers some of the most insightful analysis of what is going on in the oil and gas markets. To make it even better, they periodically publish a wealth of information in easy to understand charts with annotated observations. Recently I perused their August 30 issue and gleaned the following observations:… Read More
