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Permian Water Takeaway: Infrastructure Race
The Hidden Constraint on Permian Growth
Everyone talks about oil takeaway and gas flaring as the Permian Basin's growth limiters. Water is the quieter crisis. For every barrel of oil produced in the Delaware Basin, operators bring 6–10 barrels of produced water to surface. In some mature
Chesapeake/Expand Energy: The New Natural Gas Giant
OPEC+ June Decision Reaction: Markets Respond
The Decision Nobody Expected
OPEC+ did it again. At its June 1 ministerial meeting, the group announced an acceleration of its production unwinding, adding another 411,000 barrels per day (bbl/d) to the market effective July — the same pace as its surprise May increase. For a market already wrestling
Memorial Day Drive Season: Gasoline Demand and What It Signals
Memorial Day weekend marks the unofficial start of U.S. driving season. Every year, the industry watches gasoline demand data from the EIA's weekly petroleum status report with something approaching ritual significance. The numbers that come in through late May and June are treated as the leading edge
Midcontinent: The Forgotten Basin
The Anadarko Basin, STACK, SCOOP, and Arkoma rarely generate the same clicks as the Permian. There's no multibillion-dollar merger announcement every quarter, no record production headlines, no carnival of Wall Street attention. What there is: a mature, productive, geologically complex set of plays spread across Oklahoma and the
