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Summer Natural Gas Outlook – Shut-ins Ahead?

February 25, 2020 | Matthew Hoza

Over the last few years, natural gas production and demand growth have been increasingly segregated geographically. Production growth has occurred outside of the Gulf Coast, mainly in Appalachia and the Permian, while most demand growth has been driven by...
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Winter Halftime: 2020 Natural Gas Storage Outlook

January 15, 2020 | Matthew Hoza

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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Henry Hub: US Benchmark or Just Another Hub?

December 17, 2019 | Matthew Hoza

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 | Matthew Hoza

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 | Matthew Hoza

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 | Matthew Hoza

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 | Matthew Hoza

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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