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Coals’ Pain No Longer Gas’ Gain

October 31, 2019 |
Coal company bankruptcies have been a recurring theme in 2019. This was reinforced this week by the chapter 11 filing of Murray Energy, which is the US’s largest private coal mining company.  Over the last decade, low-cost shale gas...
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LNG Exports Slowing Oil Power Generation Demand?

October 24, 2019 |
Last month, BTU Analytics explored the ramifications of increased global LNG demand, specifically from new agreements in Vietnam and Pakistan. Both nations consume oil for power generation and will use additional imported LNG to meet growing power demand and...
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Will AECO Strength be Short-Lived?

October 21, 2019 |
Despite ongoing maintenance on TC Energy’s NOVA Gas Transmission (NGTL) and Gas Transmission Northwest (GTN) pipelines, AECO natural gas prices have rallied in October. Even with the reductions in sendout to the US, new rules on the NGTL system...
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E&P Bankruptcy to Slow US Production?

October 10, 2019 |
Bankruptcy continues to plague the oil and gas patch. EP Energy became the latest victim to low prices and filed for chapter 11 protection late last week.  According to Haynes and Boone, over 30 North American companies have declared...
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