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Turkey Day Demand Renaissance, Part Two

November 25, 2015 | Mason Ender

You may be asking yourself, when was part one? Only a year ago today, BTU Analytics published a riveting and compelling analysis on the impacts of turkey roasting to natural gas demand. While the story did not get picked...
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$40 Oil Gives Ethane Prices Strength, While $80 Oil Is Its Kryptonite

November 24, 2015 | Corey Boettiger

We have seen oil production begin to decline in the wake of the oil price crash in 2015. With WTI closing at sub $50/bbl for the 125th consecutive day, producers’ pain has become apparent. This pain has had the obvious...
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Boston Bound: LNG on the Way to New England

November 17, 2015 | Matthew Hoza

Located about 10 miles off the shore of New England in the brisk, choppy waters of Massachusetts Bay are two deep water ports capable of sending regased LNG ashore. GDF Suez’s Neptune Deepwater Port and Excelerate’s Northeast Gateway (NEG) spend...
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Northeast Pennsylvania E&P Pain Could Be Power Plants’ Gain

November 12, 2015 | Andrew Bradford

In the Cabot Oil & Gas earnings call last week, the management team talked about progress in getting NY DEC permits for the Constitution Pipeline construction. The picture they painted is that either the permits are granted by December 31,...
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Texas Gas Market: Not A ‘Big Fan’ of Wind Power?

November 10, 2015 | BTU Analytics

A recent article posted in the New York Times highlighted an interesting trend in the utility industry in Texas: free power. That’s right, at a time when electric utilities’ profits are being squeezed due to increased efficiency, low fuel prices,...
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Is EIA 914 Gas Data Wrong for Louisiana?

November 6, 2015 | Erika Coombs

In the latest EIA 914 gas numbers, Louisiana is showing a 576 MMcf/d increase in production, which is nothing to snub your nose at. This piqued our interest over here at BTU Analytics. The initial reaction may be to attribute...
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Can the US Re-balance the Global Oil market?

November 4, 2015 | Erika Coombs

As third quarter earnings continue at full steam, it’s hard to imagine a world where the US and global oil markets are able to re-balance anytime in the near future. Producers like Noble, Anadarko, and Devon have all reported...
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