1. Alternative low price Permian scenario with lower completion rate. URR=37 Gb see link below. This scenario seems more realistic for…

  2. Looks like the Tondgouyan refinery just outside Tehran has been attacked. Reciprocal – as in targeting regional energy infrastructure -…

  3. Permian low price scenario for comparison, URR is about 11 Gb (20%) less than high price scenario. Low price=$65/b, high…

  4. Ovi, Producers may not increase drilling or completion until they see oil prices maintained at some level for a few…