Gengyuan Chen
Gengyuan is a crude oil analyst focusing on North American production.
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September Permian growth offset weaker offshore; cost reduction will become more difficult in 2020
Published 29 Nov 2019 by -
In the pipeline
Published 21 Nov 2019
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The new US crude microbalance data service is officially launched with this edition of the report, and includes a rich database of Texas Railroad Commission data, Sonris data, FERC pipeline information, and other key regulatory agency information.Please note, that there will be no US Department o.. -
Small/mid-cap US operators' Q3 19 results suggest lower cost is key to sustained production
Published 14 Nov 2019 by -
US 2019 crude production estimate revised higher, but 2020 forecast largely unchanged as activity slows
Published 7 Nov 2019 by -
US August crude production hits new high on offshore recovery and Permian growth
Published 31 Oct 2019 by -
American crude, exclusively for everyone
Published 24 Oct 2019
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This is the first edition of our new monthly North America Outlook, which provides a comprehensive but concise guide to the North American oil markets. The report includes micro balances for Cushing, Permian and other basins.The new US microbalance data service, which will be launched with the No.. -
Shale producers require sustained deferred oil price rally before ramping output
Published 15 Oct 2019 by -
US crude and NGL growth forecast reduced for 2019 and 2020
Published 7 Oct 2019 by -
Double jeopardy
Published 7 Oct 2019
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Users licensed for the data service can access our global balances.Oil prices continue to defy fundamentals, stuck between fears of an imminent US–Iran deal, weak demand, and claims that Saudi supplies are back to normal following September’s attacks. Given that US supplies are dis.. -
July US production falls sharply due to Hurricane Barry; onshore growth also muted
Published 30 Sep 2019 by -
Shale’s twilight hours
Published 9 Sep 2019
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Users licensed for the data service can access our global balances.The sharp rally in East of Suez sour crude prices opened the arb from the west, with several Urals cargoes heading east. But after weakening somewhat, Dubai, Oman and other eastern sours have started to recover as t.. -
DUCs hunt
Published 5 Sep 2019
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Today’s report (week ended 30 Aug): EIA net change: +84 bcf, EA: +81 bcfToday’s EIA print was in line with our estimate, but came in above consensus. The miss versus consensus (in the high 70s bcf) is likely from an underestimation of holiday impact on demand leading into the Labor Day holiday.Ne.. -
US oil and shale output – Jun 2019
Published 30 Aug 2019
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US crude production averaged 12.08 mb/d in June, lower m/m by 33 thousand b/d but higher y/y by 1.48 mb/d. The m/m drop, versus our expectation of a 50 thousand b/d m/m uptick, was driven by lower-than-expected production in June from Texas and New Mexico—combined, those states saw output fall m/.. -
Weekly basis update: Near-term heat, gas pipeline benefit mask continued Waha weakness
Published 16 Aug 2019 by -
EIA’s recent Drilling Production Report contrasts sharply with recent production indicators
Published 15 Aug 2019 by
Recent alerts
- September Permian growth offset weaker offshore; cost reduction will become more difficult in 2020 6 days ago
- Small/mid-cap US operators' Q3 19 results suggest lower cost is key to sustained production 3 weeks ago
- US 2019 crude production estimate revised higher, but 2020 forecast largely unchanged as activity slows 4 weeks ago
- US August crude production hits new high on offshore recovery and Permian growth 1 month ago
- Shale producers require sustained deferred oil price rally before ramping output 1 month ago
- US crude and NGL growth forecast reduced for 2019 and 2020 1 month ago
- July US production falls sharply due to Hurricane Barry; onshore growth also muted 2 months ago
- Weekly basis update: Near-term heat, gas pipeline benefit mask continued Waha weakness 3 months ago
- EIA’s recent Drilling Production Report contrasts sharply with recent production indicators 3 months ago
- Q2 19 US E&P earnings calls eliminate upside risks to 2019 Permian production 3 months ago
- Oilfield service firms scale back in North America but DUCs to help sustain production growth 4 months ago
- Permian oil production growth to stay firm as strict capital discipline offset by M&As and DUCs 4 months ago
- Permian natural gas oversupply will test flaring tolerance, raise oil breakevens and risks constraining liquids output 5 months ago
- Gulf of Mexico tiebacks boost production and deliver competitive breakevens 5 months ago
- Permian producers turn to new efficiencies to maintain growth with better capital discipline 6 months ago
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