In this episode, John and Greg discuss recent M&A transaction in the US onshore E&P space, and the implications for valuations of public equities. John and Greg also do a deep dive on Canadian heavy oil differentials, as the coming TMX expansion presents a major inflection point for North American Refining and E&P investors alike.

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We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  

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➔ Topics Covered:

The Diff
OPEC
The effects of supply cuts on demand
Asian markets
Oil markets and investors
Global Market
Energy Demand
Investments
Natural Gas
Gasoline Demand
US Gasoline Inventories
Mountain Valley Pipeline (MVP)

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