Industry: Upstream and E&P

Growing U.S. crude oil production, heavily reliant on Permian output projected to be nearly 50% in two years, faces a major hurdle from insufficient Permian takeaway capacity, causing a substantial price discount.

Produced and flowback water treatment along with sourcing water for fracturing is the new midstream growth opportunity.

Increased coal and natural gas demand faces challenges due to the economic competitiveness of natural gas in power generation. Substantial declines in natural gas operating costs, driven by lower fuel prices resulting from hydraulic fracturing, contrast with rising coal operational expenses, making coal expansion economically unfavorable.

Uday Turaga, leveraging ADI Analytics’ research and consulting experience, discussed oil prices and their impact on U.S. shale oil production.

Wastewater management is becoming a critical issue in the growth of unconventional resource plays. Interest in wastewater treatment is driven by growing volumes of produced water from hydraulic fracturing that need disposal. Based on our research there are multiple factors that will impact how oil and gas producers will handle wastewater one of which is […]

Oil demand growth, OPEC cuts, shale’s rising costs and capex discipline should support high oil prices but private equity worries us.

At the 2018 ADI Forum, ADI Analytics’ annual oil and gas conference, Colin McHattie, Director, Technology Assessment, Unconventional New Ventures at Halliburton; Shree Vikas, Director, Market Intel & Bus. Analysis at ConocoPhillips; and Diptabhas Sarkar, Lead Engineer, Project Mgmt & Control at Statoil, discussed key points including shale strength, falling breakeven costs, the resurgence of […]

At the 2018 ADI Forum, Uday Turaga, CEO of ADI Analytics, presented a 2018 oil and gas outlook, forecasting abundant and cheap natural gas, with new oil supply coming from U.S. onshore and OPEC. He highlighted rising oil demand from emerging markets and increasing gas demand driven by LNG and pipeline exports, positioning the U.S. […]

During the 2018 ADI Forum, Uday Turaga, CEO of ADI Analytics, had a fireside chat with Thomas McAndrew, CEO of Enchanted Rock Ltd. They explored the challenges and opportunities within the oil and gas industry, emphasizing the importance of innovation and collaboration. Their discussion highlighted the industry’s increasing pressure to reduce its environmental impact, and […]

In Shale 2.0, there is a rapid shift towards gas lift as the artificial lift option of choice as operators embrace initiatives tailored to plays and assets.

Flying into Midland isn’t quite the same as flying into the Bay Area so drawing a parallel between Silicon Valley and the Permian is not easy. Even so, the parallels start emerging after one spends some time visiting operators and oilfield service players as I recently did in the Permian. A wider range of operators, including those […]

The event covered natural gas/NGL market dynamics and innovations: demand, supply, pricing, strategy, investment, regulation, small-scale LNG, gas-to-liquids, and Industrial IoT.