U.S. Took Down Another 5 Oil Rigs From Service, 8 From The Permian

The U.S took 5 oil rigs out of service as U.S.oil production remained just off a new high at 2400kbpd. US took down 7 Natural Gas rigs as Canadian natural gas rigs were 4 lower, oil rigs fell 9

The U.S took 5 oil rigs out of service as U.S.oil production remained just off a new high at 2400kbpd. US took down 7 Natural Gas rigs as Canadian natural gas rigs were 4 lower, oil rigs fell 9

Shale Basins EIA

Total North America rig count  -25 to 1020 down 261 year on year

Canada oil rigs fell 9 to 93 inthe past week General Electric Co’s Baker Hughes reported.

General Electric Co’s Baker Hughes reported:

United States

  • Oil rigs -4 to 738 (888 Cycle High)
  • Natural gas rigsc -2 to 162

Canada

  • Oil rigs -9  to 93
  • Natural gas rigs -4 to 41

U.S. oil and gas production continues to rise or sit near all time highs underscoring the efficiency of the drilling rigs. We saw rigs rise per companies plans at their last earnings guidance, with oil prices high based on historical relationship with WTI prices, the move is likely to gain traction in the short term

BHI 9 13 19

Shale production has been lifted by the smaller niche producer and majors like ExxonMobil. Last year Exxon CEO Darren Woods said $XOM is diverting about one-third of its drilling budget this year to shale fields that will deliver cash flow in as little as three years. The Texas Permian basin is the epicenter of activity. Since CERAWeek in Houston last year added to the drilling positive tone and appears we haven’t looked back.

BHI 9 13 19 Basins

 

OPEC September 2019 MOMR on US Rig Counts

OPEC Sep 19 US Rig Count

US Rig Count Bottomed at 316 May 2016

Since a six-year low of 316 in May 2016 drillers added over 175% with the rise in oil prices and record oil and gas production. The total oil and natural gas rig count ended 2016 at 658, down 6 percent from the 698 at the finish of 2015. From their we have continued to cycle highs in 2019. Baker Hughes North American Rig Summary

Plainly stated the shale industry is responsible for 100% of the growth.

There are seven main shale oil producing regions in the US. Two of the biggest are Eagle Ford and the Permian Basin. Both of them are in Texas with the latter stretching over to New Mexico. These two are responsible for two-third of the country’s shale output and 45% of the total US production. 

Between March 2015 and December 2016 total US shale production fell more than 800,000 bpd as the industry struggled with the aftermath of the 2014-2016 oil price sell-off. In this period output from the Permian Basin kept going higher relentlessly and rose from 1.89 mbd in March 2015 to 2.12 mbpd 21 months later.

Eagle Ford it is the rate of growth that is very impressive. The production of 54,000 bpd in 2007 jumped almost twenty-fivefold to 1.34 mbpd this year on average. The first signs of contraction from these two regions will serve us with a warning signal that the shale peak might be approaching. Latest data, however, suggests that this danger is far away from being imminent. – PVM

US Field Oil Production  12.40 mpd (12.50 mbpd ATH) via RonH @ronh999  September 11 2019

 Image

Baker Hughes International Rig Count: via OILytics ‏ @OilyticsData

Baker Hughes International Rig Count: Feb-19 data shows international rigs up +10 m-o-m and +66 y-o-y. All regions showing yearly growth with the exception of Latin America

Source: Baker Hughes, TradersCommunity, OPEC

From The TradersCommunity News Desk

Leave a Reply

Your email address will not be published. Required fields are marked *