Insight

A DAPL shutdown would hurt today, but even worse next summer

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Energy Transfer Partners is locked in a tug-of-war with the courts over the future of the Dakota Access Pipeline. The pipeline could face a shutdown while a yearlong reassessment of environmental impacts is conducted. The pipeline ships nearly 40% of the crude produced in the Bakken. If Dakota Access is forced to shut down, how big of a deal is it? At minimum, it would put the play on hold until 2022. At worst? The rig count never recovers from its single digits levels.

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  • Executive Summary

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This report includes 5 images and tables including:

  • Bakken output = Base Decline ± Curtailments + DUCs + PUDs

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    A DAPL shutdown would hurt today, but even worse next summer

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