Energy Market Commentary // Demand

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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Who Wins if Nuclear Loses?

September 18, 2019 |
With the Democratic presidential primary continuing to pick up, energy policy has come into focus, bringing rarely discussed topics like nuclear power to the forefront. More left leaning candidates, like Bernie Sanders and Elizabeth Warren, have come out against...
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Infrastructure Puts Wave 2 LNG at Risk

September 3, 2019 |
US LNG exports have provided critical relief to an oversupplied US natural gas market. With the first round of LNG operators and their offtakers having captured almost all the open capacity on existing pipelines, how will Wave 2 facilities...
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NGL Uplift Drying Up in 2019?

August 16, 2019 |
Second quarter earnings announcements have shaken up the outlook for gas plays going into the second half of 2019. Diversified operators, such as Chesapeake, intend to pivot to growth in oil production, but not all producers can toggle between...
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You’re Gonna Need A Bigger Battery

July 25, 2019 |
Last week, Berkeley and San Francisco made headlines as the California cities announced plans to ban new natural gas hookups as they work towards the state goal of 100% carbon-free energy by 2045. The new ordinances would require new...
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