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As global oil futures tumble, U.S. cash crude traders ask: What glut?
Reuters ^ | Oct 6, 2014 | CATHERINE NGAI AND JONATHAN LEFF

Posted on 10/06/2014 7:05:22 AM PDT by thackney

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To: Wyatt's Torch
"Baaken and Eagle Ford have revolutionized the US oil industry."

Without doubt. However, is there a price per barrel floor where the shale play becomes not profitable and production stops or slows down? I read once the floor price needed to be around $95.00 per barrel due to the cost of tech involved.

21 posted on 10/06/2014 8:26:41 AM PDT by buckalfa (Long time caller --- first time listener.)
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To: Wyatt's Torch
Actually, I have no idea where the numbers on your chart came from. Even when we include all liquid fuels, your chart is about 2 MMBPD too high. Should be 12.4 MMBPD, not over 14.

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22 posted on 10/06/2014 8:27:42 AM PDT by thackney (life is fragile, handle with prayer.)
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To: buckalfa
is there a price per barrel floor where the shale play becomes not profitable and production stops or slows down?

I read once the floor price needed to be around $95.00 per barrel due to the cost of tech involved.

There is not a magic number where it all stops and starts.

But the average price price where continued investment required to make the increases exceed the decreases is would be lower than that, by $15~20 bucks or more is my guess with current technology. Different fields will have different numbers for costs.

And it depends on the length of the dip in price. Majors would be more likely not to slow down drilling if they believe prices would climb back up in a short enough time. Smaller independents may have more cash flow issues. Current prices for those that bet in the futures market is trending down.

Crude Light Oil Comp. - NYMEX
http://online.wsj.com/mdc/public/page/2_3028.html?category=Energy&subcategory=Petroleum&mod=topnav_2_3012

23 posted on 10/06/2014 8:34:29 AM PDT by thackney (life is fragile, handle with prayer.)
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To: thackney

Lots of refinery expansions here in SE Texas.


24 posted on 10/06/2014 8:44:53 AM PDT by SeaHawkFan
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To: thackney

Also need to factor in the the possibility that the drilling companies will continue to find more efficient (cheaper) ways to extract the oil.


25 posted on 10/06/2014 8:46:49 AM PDT by SeaHawkFan
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To: SeaHawkFan
with current technology.

Yeah, I tried to get in my weasel words. One thing sure about the business, something is going to cause a change in the future. Good, bad, another locations, another market, etc...

26 posted on 10/06/2014 9:05:12 AM PDT by thackney (life is fragile, handle with prayer.)
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To: buckalfa

I was at a conference in August where a consultant for the oil industry stated it was around $80/bbl


27 posted on 10/06/2014 9:50:07 AM PDT by Wyatt's Torch
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To: thackney

Couple of things at work here. First one is the oil from Bakken and Eagle Ford. Second is the lower prices drop, Russia, Iran and the Saudis feel the impact. Good for the ISIS haters and the Ukrainians. So I would tinfoil hat this and say we are financially squeezing countries to get our point across.

That “unnecessarily skyrocket” comment by Obama? He killed the middle class for 6 years. Having oil go down to 2 bucks a gallon will be a good thing for the rat candidate in 2016. People will forget about the high prices and be grateful for his lordship.


28 posted on 10/06/2014 9:55:08 AM PDT by EQAndyBuzz (Manchuria Called. They want their Candidate Back!)
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To: RegulatorCountry

It’s been $2.99 for the last month or two in Roanoke at a lot of places.


29 posted on 10/06/2014 11:30:14 AM PDT by ClayinVA ("Those who don't remember history are doomed to repeat it")
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