Saturday, October 13, 2018

Takeaway Capacity In The Bakken -- Forbes -- October 13, 2018

Re-posting. Not sure if I posted this last March, 2018. From Forbes, "time to concede the Bakken bear call?" The only problem with the headline? The question mark.

With the DAPL still in question (in the hands of the Iowa Supreme Court -- I assume the decision will be announced NLT than mid-November), it is time to look once again at Bakken takeaway capacity.


In the graphic above, the legend runs from "refinery demand" at the bottom, to DAPL (purple) and truck/rail (CBR - light blue/striped) at the top.

Note that the x-axis runs out to 1Q21 or thereabouts.

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