- consensus: 214K
- prior: 210K
- actual: 213K
- so, the number comes in 1,000 less than forecast -- right in line
Market, just before the open -- all indices red, but not particularly remarkable; a typical back-and-forth; background noise
Enbridge: from SeekingAlpha.
Flaring: in the Permian; same problem the Bakken had. Next, satellite photographs of Texas at night. Texas regulators' response: so what? We've been through this before. It will take care of itself. In the Bakken, flaring bad. In the Permian, flaring is the cost of doing business. And so it goes.
Produced water: in the Permian. This IS a problem.
Appalachia: Eclipse and Blue Mountain merge; creating a $1.4 billion company.
Methanol: new plant in Texas reached milestone -- data points --
- Beaumont, TX
- 5,000-metric ton per day (1.8 million metric tons per annum)
- successfully ramped up to full utilization
- achieved provisional acceptance
- Consolidated Energy Ltd (CEL)
- analyst: North America is oversupplied in natural gas; methanol is a great way to monetize that resource
No wells coming off confidential list until this weekend. There was no "February 30" six months ago.
Active rigs:
$69.97↑ | 8/30/2018 | 08/30/2017 | 08/30/2016 | 08/30/2015 | 08/30/2014 |
---|---|---|---|---|---|
Active Rigs | 63 | 54 | 33 | 76 | 194 |
RBN Energy: Hurricane Harvey and the important of the Gulf coast refined product infrastructure to the US, part 2.
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.