--- title: "Category Archives: Bakken" url: https://independentstockanalysis.com/category/bakken/ description: "Category Archives: Bakken - 62 archived posts from Independent Stock Analysis, the weblog of J.J. Butler." published: 2012-12-27 updated: 2012-12-27 --- # Category Archives: Bakken Published 2012-12-27 > “On the other hand, assume that the investor strives to avoid paying a high premium for future prospects by choosing companies about which he is personally optimistic, although they are not favorites of the stock market. No doubt this is the type of judgment that, if sound, will prove most remunerative. But, by the… ## [Fiscal Holiday Energy](https://independentstockanalysis.com/fiscal-holiday-energy/) Posted on by J.J. Butler Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Macro](https://independentstockanalysis.com/category/macro/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) ## [Higher Gas](https://independentstockanalysis.com/higher-gas/) Posted on by J.J. Butler Oil Trims Biggest Monthly Decline Since May After Storm at Bloomberg . Will The Crude Production Boom Keep Running? RBN Energy Regarding Sandy, “Bakken fell $6.50 to a $10-a-barrel-discount against WTI at 3:12 p.m. New York time, its… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) ## [Big Oil & Gas](https://independentstockanalysis.com/big-oil-gas-2/) Posted on by J.J. Butler Daily Energy Price Outlook at Curve Ahead . The super-majors can’t really increase production, they just increase production on a per share basis with continual share buybacks. Chevron warned. Costs balloon on Norway projects ( Upstream… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Oil Stock Resolution](https://independentstockanalysis.com/oil-stockresolution/) Posted on by J.J. Butler Oil Declines From High as Crude Stocks Seen Rising at Bloomberg . Continental’s five year plan announced yesterday was in conjunction with the company’s Investor Day . A summery at Million Dollar Way . Report: Shale gas boom could echo… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) > “The books that line my desk reflect how much has changed in the oil and natural gas industry in the past five years.” News OK ## [Wide Oil](https://independentstockanalysis.com/wide-oil/) Posted on by J.J. Butler Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) ## [Oil Hinge](https://independentstockanalysis.com/oil-hinge/) Posted on by J.J. Butler Stock futures are higher this morning, while Oil Declines From One-Week High as China Manufacturing Weakens at Bloomberg . The oil price hinges on economic growth: Saudi Gazette . Maugheri vs The Oil Drum: Cornucopians vs The Peak Oil… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) Posted on by J.J. Butler Oil Falls to 7-Week Low on Demand Outlook, Stockpile Gain at Bloomberg . Jeff Rubin on oil and economic growth: Bloomberg . Also, Musings: Energy, Unemployment And The Health of The US Economy at Rigzone . “Presently the estimated breakeven price for the “average” well in the Bakken formation in… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Investing](https://independentstockanalysis.com/category/investing/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) [Sideways Oil](https://independentstockanalysis.com/sideways-oil/) ## [Oil World](https://independentstockanalysis.com/oil-world/) Posted on by J.J. Butler Futures are down this morning: Bloomberg . “The world faces “major questions” over adequacy of oil supplies…North Sea Brent crude production has halved over the past decade…on track to drop to half of that level by 2020″ at CME Group . A… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) ## [Oil Fall & Commodities](https://independentstockanalysis.com/oil-fall-commodities/) Posted on by J.J. Butler Oil Falls to Six-Week Low on China Slowdown, Supply Surge at Bloomberg . Oil Looks Ready To Collapse on the chart by Armo Trader . Oil Looks Ready to Part Ways With Stock Market at WSJ . Iran’s oil minister says crude exports rebounding at… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Commodities](https://independentstockanalysis.com/category/commodities/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) ## [Oil on Rails](https://independentstockanalysis.com/oil-on-rail/) Posted on by J.J. Butler Last month in Rails Crossing (subs only) ISA looked at the rails with respect to our ongoing coal investigation. Turns out the rails may be solid and conservative investments as derivatives of the U.S. shale oil boom. The strength of the… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Oil](https://independentstockanalysis.com/category/oil/), [Rails](https://independentstockanalysis.com/category/rails/) Posted on by J.J. Butler Oil Trades Near Four-Month High on Signs of Improving Economy at Bloomberg . Gas rigs down 4, oil rigs up 4, rig count unchanged at Haynesville Play . “Oil production from the North Dakota portion of the Bakken shale formation topped 600,000 barrels a day for the first time in July, up 69 percent… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) [Shale vs Net Export Oil](https://independentstockanalysis.com/shale-vs-net-export-oil/) ## [Oil Detail](https://independentstockanalysis.com/oil-detail/) Posted on by J.J. Butler Oil Trades Near Three-Week High on Mideast Protests, Fed Meeting at Bloomberg . North Dakata Bakken boom continues: Mark Perry . Pad drilling and rig mobility lead to more efficient drilling at the EIA . EOG Says U.S. Fracking Rule to Cost… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) ## [Oil Supply & Reflation](https://independentstockanalysis.com/oil-supply-reflation/) Posted on by J.J. Butler Oil Trades Near One-Week High on Outlook for Economic Stimulus at Bloomberg . Oil Supplies Appear Tighter in Crisis Mirror at WSJ . The Repricing of Oil by Gregor . My view of some nuances differ, yet he’s as good an oil analyst as any… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) Posted on by J.J. Butler Busy day in the oil markets: Inventory, G7 and IEA head statements and oh yea, hurricane Isaac. Oil Declines From One-Week High on Isaac Landfall, G-7 Statement at Bloomberg . “The oil and natural gas markets have become less vulnerable to hurricanes as a boom in onshore shale production redraws… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [China](https://independentstockanalysis.com/category/china/), [Energy](https://independentstockanalysis.com/category/energy/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) [Oil Speculation](https://independentstockanalysis.com/oil-speculation/) ## [Oil Dynamics](https://independentstockanalysis.com/oil-dynamics/) Posted on by J.J. Butler Oil production and inventory levels are flush. New production demands high prices while emerging market demand growth has met declining OECD demand. The shale revolution continues as mother nature and refinery fires have energy prices… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) ## [Oil Supply](https://independentstockanalysis.com/oil-supply/) Posted on by J.J. Butler Oil Gains on U.S. Stockpile Drop, Stimulus Speculation at Bloomberg . Yet, “Sanctions against Iranian oil are taking hold just as the world is finding itself oversupplied” in Does the World Need Iran’s Oil? Apparently Not at Business Week… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Oil](https://independentstockanalysis.com/category/oil/), [Premium](https://independentstockanalysis.com/category/premium/) ## [Oil & Gas Catch-Up](https://independentstockanalysis.com/oil-gas-catch-up/) Posted on by J.J. Butler Oil Rises as European Leaders Prep for Debt Talks at Bloomberg . The last headline I expected to see upon returning from holiday : U.S., U.K. to Call for Strategic Petroleum Reserve Release? Iacono Research . Dennis Gartman: Tapping SPR… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Expensive Oil](https://independentstockanalysis.com/expensive-oil/) Posted on by J.J. Butler Oil Declines in New York Amid Signs of Higher U.S. Supply at Bloomberg . June oil production in North Dakota was higher by 20k b/d over May and 71% higher year over year (June 2011 was weather depressed) ( Mark Perry ). When the revised… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Oil & Gas](https://independentstockanalysis.com/oil-gas-5/) Posted on by J.J. Butler Oil Drops From Two-Month High in New York as U.S. Demand Eases at Bloomberg . I do not know the source, but “Active rigs in North Dakota: 198. Down from the boom’s high of 218.” at Million Dollar Way . Despite the US shale boom, why is… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Shale Unbelief](https://independentstockanalysis.com/shale-unbelief/) Posted on by J.J. Butler Oil Near Two-Week High on U.S. Supplies; Brent Rises Above $110 at Bloomberg . “But Helms emphasized that oil production in the Bakken is consistently increasing by 15,000 to 20,000 b/d every month, and that thousands of additional wells… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Oil Supply & Demand Balance](https://independentstockanalysis.com/oil-supply-demand-balance/) Posted on by J.J. Butler Oil Drops After Biggest Gain in 5 Weeks as Storm Slows at Bloomberg . Mark Papa oil market commentary: “Regarding oil, we still think the global supply-demand balance is tight, and we expect prices to strengthen throughout the remainder of… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Fed Day Oil](https://independentstockanalysis.com/fed-day-oil/) Posted on by J.J. Butler Oil Trades Near Two-Week Low on Manufacturing Slowdown at Bloomberg . OPEC oil output drops as sanctions hit Iran at Globe and Mail . “Majority of Executives See Energy Independence Achievable Within 15 Years” and “Many see another oil… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Investing](https://independentstockanalysis.com/category/investing/), [Oil](https://independentstockanalysis.com/category/oil/) Posted on by J.J. Butler Crude Oil Set for First Monthly Advance in Three at Bloomberg . U.S. oil production for May was higher by 13% year over year ( EIA ). May net petroleum imports were down 11% year over year ( EIA ). These trends are strong and are accelerating a bit. “…KKR has committed to providing drilling carry… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) [U.S. Oil & Gas](https://independentstockanalysis.com/u-s-oil/) ## [Crude Oil](https://independentstockanalysis.com/crude-oil-2/) Posted on by J.J. Butler Oil Trades Near Week High on Stimulus Outlook, Mideast Unrest at Bloomberg . U.S. crude oil production (ex-Alaska) reaches a 23-year high in June : AEI . The industrial side of the shale boom: Reuters . “Continental Resources Inc.’s daily… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Income](https://independentstockanalysis.com/category/income/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Booming Oil & a Treadmill](https://independentstockanalysis.com/booming-oil-a-treadmill/) Posted on by J.J. Butler Yesterday I asserted shale is being underestimated in the press and public, and I received push-back from knowledgeable investors. The world has changed fast. Perhaps the estimates quoted and linked were aggressive. But not by much. “The… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Shale Underestimated](https://independentstockanalysis.com/shale-underestimated/) Posted on by J.J. Butler Despite yesterday’s EIA oil report showing an increase in inventory, the price reversed higher. Bloomberg New oil sands development requires a very high oil price: Financial Post . “A new study says North Dakota’s oil production could jump… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/), [Technical Analysis](https://independentstockanalysis.com/category/technical-analysis/) ## [Big Oil & Gas](https://independentstockanalysis.com/big-oil-gas/) Posted on by J.J. Butler Holy crap! Nexon agrees to $15.1B takeover by Cnooc . Marketwatch The Chinese are coming! The American Shale Conundrum Facing China’s Energy Champions at WSJ (google the title to read the whole article). Oil Plunges to Four-Day Low as… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [China](https://independentstockanalysis.com/category/china/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Energy](https://independentstockanalysis.com/category/energy/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Oil & Gas](https://independentstockanalysis.com/oil-gas-3/) Posted on by J.J. Butler Oil Rises for a Seventh Day on U.S. Gasoline Stockpiles at Bloomberg . The WTI:Bakken differential has collapsed: Bloomberg . Risk to the Brent:WTI spread? Financial Post North America Average Annual Crude Oil Production 1980 – 2012 at… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Oil and Gas Supply](https://independentstockanalysis.com/oil-and-gas-supply/) Posted on by J.J. Butler Yesterday saw a large swath of the oilers gain strength as the day progressed. The larger the trading volume in the name, the stronger the stock. Oil Drops From Seven-Week High on Outlook for Economy at Bloomberg . As China imports have… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Oil & Gas](https://independentstockanalysis.com/oil-gas-2/) Posted on by J.J. Butler Crude Trades Near Seven-Week High on Iran Tensions, Stimulus Speculation at Bloomberg . Fragile, but Comfortable, Oil Market Expected at Oil Price . Chinese crude imports at nine-month low at CGES . What happens to price if and when… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Investing](https://independentstockanalysis.com/category/investing/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/), [Technical Analysis](https://independentstockanalysis.com/category/technical-analysis/) Posted on by J.J. Butler Oil Drops on Demand Concern Amid Signs Economy Slowing at Bloomberg . OPEC sees 2013 oil demand growth slowing at the Globe and Mail . Additionally, “The Saudis are pumping considerably more on an absolute and on a relative basis.” and “Iraq’s crude output is now catching up with Iran’s.” Sober… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Oil](https://independentstockanalysis.com/category/oil/) [All Crude](https://independentstockanalysis.com/all-crude/) ## [More Energy](https://independentstockanalysis.com/more-energy/) Posted on by J.J. Butler Oil Rebounds as Norway Strike Looms at Bloomberg . Statoil Prepares to Shut Down Production As Strike Continues at the WSJ . “Problem is, the rebound last year was fuelled at least in part by an average deficit of 800,000 barrels a day for… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Energy](https://independentstockanalysis.com/category/energy/), [Macro](https://independentstockanalysis.com/category/macro/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Slick Oil](https://independentstockanalysis.com/slick-oil/) Posted on by J.J. Butler Crude Oil Declines on Concern Economy Failing to Recover at Bloomberg . “The United States imported about 45% of the petroleum (crude oil and petroleum products) that we consumed during 2011. Just over half of these imports came from the… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Bakken Player Update](https://independentstockanalysis.com/bakken-player-update/) Posted on by J.J. Butler Below is the Q1 2012 production, full year 2012 production guidance, market cap as of yesterday’s close, and acreage of five favorite Bakken players: CLR 85.5 boed 91.8 $11.3b 915k+ WLL 80.7 boed 80.9 $4.5b 701k OAS 17.6 boed 18-22k $2.1b… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Oil Price, Undulating Plateau](https://independentstockanalysis.com/oil-price-create-undulating-plateau/) Posted on by J.J. Butler Yesterday a report by Leonardo Maugeri created big buzz in the oil and gas community. The Oil and Gas Journal actually used the ridiculous 17 million number in a headline. The executive summery forgets about price . The WSJ and economist… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [China](https://independentstockanalysis.com/category/china/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Energy](https://independentstockanalysis.com/category/energy/), [Macro](https://independentstockanalysis.com/category/macro/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Oil & Gas](https://independentstockanalysis.com/oil-gas/) Posted on by J.J. Butler Energy investors have one final straw to possibly grasp: Brent oil spent the previous fourteen months over $100; the 200 day moving average is $112. Brent now having a $91 handle wouldn’t feel so good. Perhaps the Saudi’s will cut… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Company Specific](https://independentstockanalysis.com/category/company-specific/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Energy](https://independentstockanalysis.com/category/energy/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) Posted on by J.J. Butler Oil Extends Decline as Inventories Reach Most Since 1990 at Bloomberg . Left unmentioned was gasoline and distillate inventories in the lower limit of the average range… E&Y Study: O&G Companies Focus on Drillbit Growth in 2011 from Rigzone . From ND governor urges speedy, safe pipeline building… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/), [Technical Analysis](https://independentstockanalysis.com/category/technical-analysis/) [Energy!](https://independentstockanalysis.com/energy-13/) Posted on by J.J. Butler About yesterday’s mess in the patch: Barrons . UBS went the other way, with less analysis: Reuters . “Valero could stop importing light, sweet crude to its Gulf Coast refineries as soon as 2013 and fully rely on U.S. production,” Fuel Fix . Rail shipments of oil up 36% this year: Globe and Mail… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Energy](https://independentstockanalysis.com/category/energy/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/), [Technical Analysis](https://independentstockanalysis.com/category/technical-analysis/) [How Real Is Shale?](https://independentstockanalysis.com/how-real-is-shale/) ## [Energy](https://independentstockanalysis.com/energy-11/) Posted on by J.J. Butler The central bankers seem to be in charge. Oil Gains a Second Day on Stimulus Speculation, OPEC Output Call at Bloomberg . Oil and price incentives: Econbrowser . A conservative take on the Bakken: NDDMR . Apache goes big on horizontal… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Coal](https://independentstockanalysis.com/category/coal/), [Company Specific](https://independentstockanalysis.com/category/company-specific/), [Energy](https://independentstockanalysis.com/category/energy/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Energy Bonanza](https://independentstockanalysis.com/energy-bonanza/) Posted on by J.J. Butler Expect the Bakken boys to report stellar Q2 numbers: “April…was the largest year-over-year increase in the state’s history at 73.5%…) via Mark Perry . Also, The Bakken Buck Starts Here – Bakken Crude Pricing – Part II at RBN Energy . Lower… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Coal](https://independentstockanalysis.com/category/coal/), [Energy](https://independentstockanalysis.com/category/energy/), [Investing](https://independentstockanalysis.com/category/investing/), [Macro](https://independentstockanalysis.com/category/macro/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/), [Technical Analysis](https://independentstockanalysis.com/category/technical-analysis/) ## [Energy!](https://independentstockanalysis.com/energy-10/) Posted on by J.J. Butler Futures are higher this morning, one take: Reformed Broker . Raymond James Energy Stat of the Week pertains to thermal coal: Raymond James . Coal export perspective from the EIA . Oil Gains Most in Five Months on Spain Bailout, China at… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Coal](https://independentstockanalysis.com/category/coal/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Energy](https://independentstockanalysis.com/category/energy/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Energy](https://independentstockanalysis.com/energy-9/) Posted on by J.J. Butler The Bakken Buck Stops Here-Bakken Crude Pricing-Part 1: RBN Energy Enbridge faces Bakken complaints: Globe and Mail Multi decade oil inflation-adjusted at Chart of the Day . Saudi Arabia Achieving $100 Oil Signals Output Reversal at… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Company Specific](https://independentstockanalysis.com/category/company-specific/), [Energy](https://independentstockanalysis.com/category/energy/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Energy and a Cut](https://independentstockanalysis.com/energy-and-a-cut/) Posted on by J.J. Butler Eagle Ford human interest article: Fuel Fix As production ramps higher in a new play, operators get behind before a maintenance level of backlog inventory is found. The Eagle Ford backlog at Eagle Ford Shale . Crude oil and refined product… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [China](https://independentstockanalysis.com/category/china/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Energy](https://independentstockanalysis.com/category/energy/), [Investing](https://independentstockanalysis.com/category/investing/), [Macro](https://independentstockanalysis.com/category/macro/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [It’s a Gas](https://independentstockanalysis.com/its-a-gas/) Posted on by J.J. Butler Shale of the Century at the Economist . Price matters, as natural gas displaces coal at the EIA . Capital Destruction in Natural Gas by Testosterone Pit . The IEA put out a natural gas report: Global Natural Gas Demand to Rise Sharply at… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [China](https://independentstockanalysis.com/category/china/), [Coal](https://independentstockanalysis.com/category/coal/), [Energy](https://independentstockanalysis.com/category/energy/), [Macro](https://independentstockanalysis.com/category/macro/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Shifting Energy Profile](https://independentstockanalysis.com/shifting-energy-profile/) Posted on by J.J. Butler This video discusses the shifting US energy profile and moving the glut of oil from the interior out to the coast. Sounds like Seaway has two large capacity increased coming relatively soon. Global Macro Monitor US net oil imports are… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Tidbits](https://independentstockanalysis.com/tidbits/) Posted on by J.J. Butler Morgan Stanley’s Complete Outlook For The 14 Most Important Commodities In The World: Business Insider Bakken primer: Oppidan Usually industry is the punching bag of the politicians. Yesterday the API called the EPA out of touch with… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Macro](https://independentstockanalysis.com/category/macro/) ## [Oil](https://independentstockanalysis.com/oil-3/) Posted on by J.J. Butler With the new oil price deck from last decade, the response from demand and supply has been astonishing. The top chart show the anemic US petroleum products consumption. The chart at the bottom show the supply result, and the bottom chart… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [China](https://independentstockanalysis.com/category/china/), [Oil](https://independentstockanalysis.com/category/oil/) > “…U.S. liquids production in January and February has already been beating the 2011 average by an additional 660,000 barrels per day. This has helped U.S. import dependence drop from 50.4 percent in January 2010 to just under 40 percent in February 2012.” Wow, great stuff at Oil Dependents . ## [Oil Supply and Demand](https://independentstockanalysis.com/oil-supply-and-demand/) Posted on by J.J. Butler Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Oil Edition](https://independentstockanalysis.com/oil-edition/) Posted on by J.J. Butler OPEC spare capacity in the first quarter of 2012 at lowest level since 2008: EIA OPEC’s view of the world: Oil Price . OPEC’s Monthly Oil Market Report: OPEC Gregor: OPEC has lost the power to lower the price of oil. Chris Martenson The… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Oil](https://independentstockanalysis.com/category/oil/) Posted on by J.J. Butler Horizontal drilling changing the game: “The global oil market looks very bearish…The exploration and production guys now are saying $4.50 (natural gas) is a good number.” Oil and Gas Journal with a hat tip to Million Dollar Way Full cost and successful efforts accounting in the oil patch. I sure… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [China](https://independentstockanalysis.com/category/china/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Energy](https://independentstockanalysis.com/category/energy/), [Macro](https://independentstockanalysis.com/category/macro/), [Oil](https://independentstockanalysis.com/category/oil/) [Macro Oil and Stimulus](https://independentstockanalysis.com/macro-oil-and-stimulus/) ## [Bakken Producers](https://independentstockanalysis.com/bakken-producers/) Posted on by J.J. Butler Below is the Q1 2012 production, current market cap and acreage of five favorite Bakken players: CLR 85.5 boed $13.7b 915k+ WLL 80.7 boed $5.4b 701k OAS 17.6 boed $2.4b 307k KOG 10.6 boed $2.2b 157k NOG 8.5 boed $1.1b 170k Sustainable oil… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Company Specific](https://independentstockanalysis.com/category/company-specific/), [Oil](https://independentstockanalysis.com/category/oil/) Posted on by J.J. Butler Canadian Natural Resources says $85 the make or break price for oil. Globe and Mail Most of last decade high US natural gas prices helped forced industrial activity overseas. Looks like it has been reversed. EIA Reuters on the Bakken and Eagle Ford: (Article claims 1.2 million barrels of production… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Energy](https://independentstockanalysis.com/category/energy/), [Macro](https://independentstockanalysis.com/category/macro/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) [The Good Links](https://independentstockanalysis.com/507/) Posted on by J.J. Butler North Dakata production booming, being representative of the Bakken. Be sure to click on the charts. Mark J Perry Seaway helps bridge record oil gap, but analysts far apart: Much info at Reuters Gas prices by country: Barry Ritholtz Rebirth of natural gas feedstock demand: RBN Energy “A strong… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) [Big Picture Energy](https://independentstockanalysis.com/big-picture-energy/) > “Since peak demand in 2007, consumption of the commodity everyone loves to hate is down 14 per cent or about 3.0 million barrels a day in the United States.” The internet sure is changing the world. Peter Tertzakian for the Globe and Mail . ## [Energy!](https://independentstockanalysis.com/energy-4/) Posted on by J.J. Butler Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Monday!](https://independentstockanalysis.com/monday/) Posted on by J.J. Butler Natural Gas Vehicles: Raymond James Energy Stat of the Week Missing from the Export Land Model is the new booming US oil production growth. Saudi Arabia and solar power? Peak Oil Economist Mark J. Perry posts on oil: 1) Peak What? 2) Green… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [China](https://independentstockanalysis.com/category/china/), [Company Specific](https://independentstockanalysis.com/category/company-specific/), [Energy](https://independentstockanalysis.com/category/energy/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) Posted on by J.J. Butler A summery of OPEC’s monthly May report, including: “Non-OPEC global supply is expected to grow by 600,000 barrels/day this year, primarily due to increased production in the US.” Also, “The report also noted that the oil market has moved back into contango, a market state in which futures prices… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [China](https://independentstockanalysis.com/category/china/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Energy](https://independentstockanalysis.com/category/energy/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) [Energy](https://independentstockanalysis.com/energy-3/) ## [Crude Oil](https://independentstockanalysis.com/crude-oil/) Posted on by J.J. Butler Kuwait minister says oil fair price at $100. Peak Oil Oil a ‘Little Bit High,’ Saudi Arabia’s Al-Naimi Says Peak Oil O&G Journal suggesting Bakken peak rates in the 1.5 to 2 million b/d range with a well saturation discount. Million Dollar… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/) ## [Undulating Plateau](https://independentstockanalysis.com/peak-oil-thoughts/) Posted on by J.J. Butler Last decade investors were concerned about the industry’s ability to produce oil and gas. Natural gas conventionally produced was on a treadmill running too fast and producers could not keep up, forcing the price ever higher. Natural gas… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [China](https://independentstockanalysis.com/category/china/), [Eagle Ford](https://independentstockanalysis.com/category/eagle-ford/), [Energy](https://independentstockanalysis.com/category/energy/), [Macro](https://independentstockanalysis.com/category/macro/), [Natural Gas](https://independentstockanalysis.com/category/natural-gas/), [Oil](https://independentstockanalysis.com/category/oil/) ## [Supercycle and Oil](https://independentstockanalysis.com/supercycle-and-oil/) Posted on by J.J. Butler Is the commodity supercycle ending? Diapason via Pragmatic Capitalism Answer: How fast will they spend and print? A look at the fiscal cliff with Sober Look . The Bakken players were hurt by differentials in Q1. Williston Basin production… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [China](https://independentstockanalysis.com/category/china/), [Energy](https://independentstockanalysis.com/category/energy/), [Macro](https://independentstockanalysis.com/category/macro/) ## [Northern Oil and Gas](https://independentstockanalysis.com/northern-oil-gas/) Posted on by J.J. Butler Hyper-growth continues as Q1 results were reported and the confernce call was held. Also, they are terming out their debt . To begin, the investor must know the company is a shit show. Management are kids who are looting the company. They… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Company Specific](https://independentstockanalysis.com/category/company-specific/) Posted on by J.J. Butler Natural gas crushes coal: “In 1985, coal accounted for 57 percent of all power generated in the United States. Last year, it was 42 percent. The U.S. Energy Information Administration estimates it will fall to 40 percent this year. Prices for Appalachian coal are down 24 percent over the past 12… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Energy](https://independentstockanalysis.com/category/energy/), [Precious Metals](https://independentstockanalysis.com/category/precious-metals/), [Smorgasbord](https://independentstockanalysis.com/category/smorgasbord/), [Technical Analysis](https://independentstockanalysis.com/category/technical-analysis/) [NG, Coal, Oil, PM’s](https://independentstockanalysis.com/ng-coal-oil-pms/) ## [CLR Notes](https://independentstockanalysis.com/clr-notes/) Posted on by J.J. Butler Continental reported Q1 results last night and held their conference call this morning. Some highlights: Growth is robust on the back of the Bakken. Drilling efficiency continues to improve meaningfully as they move up the learning curve… Filed under [Bakken](https://independentstockanalysis.com/category/bakken/), [Company Specific](https://independentstockanalysis.com/category/company-specific/)