There has been a flurry of mega deals in the US shale patch aimed at delivering significant productivity gains and offsetting impacts of any potential drilling slowdown. The Permian Basin in particular has been at the epicenter of M&A frenzy in recent years, and this trend shows no signs of… Read more »
Posts Categorized: Articles
Can IRA Tax Credits Unlock Opportunities for Green Ammonia Exports?
Last month, we shared our insights on how clean ammonia is emerging as a crucial element in the U.S. energy transition. Boosted by IRA tax credits, clean ammonia is becoming a leading play in global decarbonization, particularly in hard-to-abate sectors. Unlike other nascent clean hydrogen markets, the export of clean… Read more »
Upswing in Permian Hydrocarbon Production is Inevitable
The significant rise in Permian production of oil, natural gas, and natural gas liquids (NGLs) over the past decade is well-documented. However, since last summer, Permian hydrocarbon production appears to have plateaued. According to recent data from the Energy Information Administration (EIA), crude oil production increased to approximately 6.0 million… Read more »
Unlocking the Potential of Haynesville Natural Gas: Balancing Supply, Demand, and Takeaway Challenges
Since late 2023, Haynesville gas production has been on a decline as a result of lower gas prices, strategic reductions/delays in drilling activity and well completions by gas producers, and temporary operational issues. The gas production currently stands at ~15.4 Bcf/d, down 1.8 Bcf/d from the heights seen last summer…. Read more »
Benchmarking Crude Oil Egress From Permian
When it comes to pipeline take-away constraints out of the Permian, the spotlight has largely been on natural gas and NGLs. However, Permian crude oil takeaway pipeline situation is not far behind and remains dynamic given the possibility of positive FIDs on multiple large offshore crude oil terminals in the… Read more »
Growing Ethane Exports: Reshaping Appalachian Producers’ Commercial Strategies
In April 2024, Energy Transfer unveiled the inaugural phase of an optimization initiative at the Marcus Hook NGL export terminal, designed to incorporate additional ethane refrigeration and storage capacity. This enhancement aims to facilitate heightened exports of ethane from the Appalachian basin. While specific details regarding the incremental capacity remain… Read more »