Thanksgiving at Home? Sell Oil, Buy Gas
November 24, 2020
As we all dutifully follow the advice of our nation’s foremost experts and hunker down at home to celebrate Thanksgiving, there are two thoughts I
Month: November 2020
Industrial Gas Demand Slowing as COVID-19 Cases Rise?
November 19, 2020
The first round of lockdown measures to slow the spread of COVID-19 impacted industrial demand and LNG exports more than other sectors of US natural
Higher Capital Costs to Drive Higher Natural Gas Prices
November 17, 2020
The COVID-19 global pandemic has made 2020 an extremely tumultuous year for the US oil and gas business. Producers are trying multiple approaches to grow
Rigs Return
November 12, 2020
Historically this time of year brings Q3 earnings, and with those announcements analysts begin to turn their focus from the remainder of the current calendar
ERCOT Wind Energy Leading To Lower, More Volatile Pricing?
November 10, 2020
As renewable energy investment continues to gain steam across the US, the impacts new wind and solar generation have on electricity pricing will only continue
Pandemic Highlights US Role as Swing LNG Supplier
November 6, 2020
US LNG demand hit a new high this week. Daily feedgas deliveries to LNG facilities exceeded 10 Bcf/d for the first time. The record-setting levels
Natural Gas Economics – Do Futures Support Drilling?
November 3, 2020
Despite end-of-summer gas storage near record highs, gas production remains well below pre-pandemic peaks. While production has fallen, natural gas demand has mostly recovered with
