Barclays Cohen Sees More Pain for Permian Through Year's End

The video discusses the disparity between regional oil prices in the Permian and Gulf Coast, highlighting the impact of upcoming pipelines on price stress. It covers US and non-OPEC oil production growth, noting significant contributions from regions like Niobrara and Eagleford. The discussion shifts to energy stocks, emphasizing valuation gaps and the potential for catch-up plays. Finally, it explores the trend of diversifying oil production away from the Permian to regions like Bakken and Eagleford, suggesting a strategic shift for companies.

What factors are contributing to the disparity between regional prices and Gulf Coast prices?

What is the expected trend for US oil production in the coming year?

How is non-OPEC supply growth affecting the oil market?

Discuss the implications of moving away from pure plays in oil investments.

What challenges are companies in the Permian facing, and how might they adapt?