Midstream 'March Madness'

In this insight we consider a single case study in the Niobrara key play. By overlaying gathering, processing and midstream infrastructure with the upstream tools and analysis, the magnitude of impact on infrastructure can be determined. Using various Wood Mackenzie data and analytical tools (The Well Analysis Tool, North American Company Play Analysis Tool and North America Gas Service), we look at both the gas supply forecast downgrades driven by our upstream economics in parallel with distressed companies and their gas and NGL production outlooks in the play. Layering compression, gathering, processing and tariffs to production volumes, we can see the revenue at risk in the play and sub-play and company. With available pipeline maps and data, we can link gathering and midstream risk to changing supply and legal dynamics associated with upstream operations.