Register with us today

and in less than 60 seconds continue your access to:Latest news headlinesAnalytical topics and featuresCommodities videos, podcast & blogsSample market prices & dataSpecial reportsSubscriber notes & daily commodity email alerts

Already have an account?

Log in to register

Forgot Password

In this list
Natural Gas | Oil

Is peak Permian output nearing as capital flight risk looms?

Commodities | Energy | Energy Transition | LNG | Natural Gas | Natural Gas (North American) | Oil | Crude Oil

Market Movers Americas, March 8-12: Crude backwardation, US rig count see spikes

Oil Risk

Platts Oil Volatility Analytics

Oil | Crude Oil | Coronavirus | Energy Transition | Macroeconomics

37th Asia Pacific Petroleum (APPEC 2021)

Coal | Emissions | Natural Gas | Metals | Non-Ferrous

Japanese companies form buyers' group to promote carbon neutral LNG

Electric Power | Oil | Metals | Aromatics | Polymers

Commodity Tracker: 6 charts to watch this week

Listen: Is peak Permian output nearing as capital flight risk looms?

As rising US oil production allows the Trump administration to rewrite foreign policy, what if projections for its continued growth are wrong?

Adam Waterous, CEO of Waterous Energy Fund, thinks North American oil and gas producers face severe capital flight risks in the coming years that could result in US crude output falling by 2 million b/d or more. He says the sector is experiencing a prolonged downturn unlike anything it as has seen before – not another typical boom/bust cycle of the past.

Waterous thinks the sector is in only the second or third inning of consolidation that will be required to improve rates of return and please capital markets.