Insight
Four topics to watch for in H2 2019
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
As H1 2019 draws to a close it's time to look ahead at what to expect for the remainder of the year. The first half of the year saw operators take advantage of low service pricing, skewing their activity and spending to H1 2019. At the same time producers are making operational strides, drilling core areas with extended laterals and outperforming production expectations. As a result we've revised our forecast for tight oil production upward. Some of these themes will persist in H2 2019 but a new course of discussion will emerge. We've reached out to some of our regional experts to see what they are watching for in the second half of the year.
Table of contents
- Watch the pressured PE-model continue to wrestle with options
- M&A in the US GoM will stay strong
- The next wave of US LNG capacity keeps getting bigger
- Permian consolidation needs to resume because big problems require big solutions
Tables and charts
This report includes the following images and tables:
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US GoM M&A - deal count & total consideration
What's included
This report contains:
