Archive //

Coal Retirements and Renewables Face Off

April 10, 2019 |
Since 2008, coal plant retirements have totaled 81 GW across 696 units at 360 plants.  Those retirements were driven by a combination of factors including competition from natural gas and renewables, as well as federal emission regulation. Coal plant...
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Global Natural Gas Demand – The Bull Case

March 21, 2019 |
North American natural gas and LNG export bulls should be excited about the future.  Today’s Energy Market Commentary will review trends in global energy consumption and the potential impacts of  7.7 billion people on global natural gas demand.  Specifically,...
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Peak Appalachia Gas Production or Not?

February 19, 2019 |
For over a decade, Marcellus and Utica production has hit new records each year. Now, the majority of Appalachian producers are tapping the breaks on production gains in 2019.  In 2018, the Appalachian market saw multiple greenfield and brownfield...
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Winter Gas Market Rips Higher

November 14, 2018 |
At the end of August 2018, the level of concern about the upcoming winter seemed muted as the December 2018 Henry Hub futures contract traded around $3 despite the fact that US gas storage levels were about 600 Bcf...
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How Much LNG Should the US Export?

October 19, 2018 |
In discussions with clients, a frequent topic for debate is the appropriate level of US LNG exports. With the growth in estimated recoverable resource in North America driven by shale development over the last 15 years, the US natural...
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Gas Pipeline Costs Run Higher

September 7, 2018 |
Gas pipeline costs are running higher and higher partially due to rising material and labor costs but also now protracted regulatory battles running legal bills higher.  Before 2010, once a pipeline company secured necessary FERC certificates, it was all...
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