Given the state of natural gas supply in the US, a mild winter this year would have far reaching ramifications into the natural gas storage outlook over the next year. Unfortunately, weather has not quite cooperated and we are...
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Archive //
Henry Hub: US Benchmark or Just Another Hub?
December 17, 2019 |
If you are a client of BTU, then you know that BTU’s Henry Hub outlook for 2020 currently sits about $0.20 above the 2020 strip. With the market seemingly perpetually bearish, what makes BTU optimistic for higher NYMEX pricing?...
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ERCOT Power Prices to Continue Spiking? Part 2
October 29, 2019 |
As ERCOT has become more dependent on wind and solar and load has hit new records, pricing volatility has been on the rise. In a previous blog, we discussed the strain on pricing and natural gas generation resources that...
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New PHMSA Pipeline Rule Puts Aging Gas Pipes on Notice
October 8, 2019 |
On October 1st the Pipeline and Hazardous Materials Safety Administration (PHMSA) finalized new rules for natural gas pipelines that have been in the works since 2011. The new PHMSA pipeline rule has expanded the segments of pipes that require...
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Watch Out for the Big One: Hurricanes Target LNG Exports
September 5, 2019 |
The Gulf Coast dodged a bullet with Hurricane Dorian’s northward track. However, it’s only a matter of time until the Gulf Coast is in nature’s cross hairs again. Historically, storms have created the possibility of a supply disruption as...
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LNG Export Delays Strangling Natural Gas Prices
June 27, 2019 |
Once again US LNG exports have reached new highs. At this point all Wave 1 facilities have seen some amount of natural gas deliveries to their terminals, pushing total US LNG gas demand to just over 6 Bcf/d. That’s...
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Competition Ramps Up for Natural Gas Power Plants
June 6, 2019 |
Over the past few years, Marcellus and Utica production has not only spurred a spate of pipeline projects (and pipeline problems), but has also pushed growth in natural gas demand within the region. The poster child of this demand...
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