Category: Operations

There’s more to Shell’s Permian exit than cutting GHG emissions

When Royal Dutch Shell announced its decision to divest its Permian tight oil assets in mid-September, most market commentators jumped on the notion that

Europe Steel Mill Recovery Runs out of Steam

Executive Summary After a roller-coaster year in steel production amid Covid-19 shutdowns, the recovery in European steel mill utilization rates has stalled. Kayrros measures

Assessing the Potential Impacts of a Long-Term Leasing Moratorium on Federal Lands

Following the Biden Administration’s decision to halt new oil and gas leasing activities across federal lands and offshore waters pending the outcome of a

Special Report: Rising US M&A Poised to Reset Tight Oil Pecking Order

Consolidation in the US tight oil patch had been a matter of mounting speculation since the onset of the Covid-19 pandemic and the Russian-Saudi

Unconventional Focus: Fracs Reach Untold Depths

In April, US tight oil completions dropped to the lowest level of activity in any single month since 2016. When plummeting demand due to

Well Completions Fall to Levels Not Seen Since the Beginning of the Shale Revolution

The completions count fell by 48% m/m in April 2020 while DUC wells increased by 717 After holding steady at the end of Q1,

All Dressed Up with Nowhere to Flow

Too little too late: US tight oil activity plummets in March, but not enough to prevent a historic crash in WTI In the wake

The Lockdown: Making Sense of the Supply Cuts

The back-to-back OPEC+ and G20 meetings resulted in the largest (in volume) and broadest (in participants) production cut deal in oil history and seem

The Potential Impact of a US Fracking Ban

The idea of a ban on hydraulic fracturing has — perhaps predictably — proved polarizing since being recently aired in the US presidential primary

Keeping DUCs in a Row

While the US Energy Information Administration (EIA) has been reporting a drop in the Lower 48 inventory of drilled and uncompleted (DUC) wells in