Energy Market Commentary // Demand

Hitting the High Seas: US LNG Finds a Home

June 7, 2017 |
US LNG exports have not only provided an important source of incremental demand for the domestic natural gas market, but those exports, along with other sources of growing global LNG supply, have begun to disrupt traditional seaborne flows of...
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Perryville Natural Gas Supplying Growing Gulf Demand

June 1, 2017 |
Yesterday, BTU Analytics published our latest Northeast Gas Outlook  report with an in-depth analysis of how growing Permian natural gas volumes could alter Western natural gas pipeline flows and ultimately impact natural gas price realizations for producers from the Rockies to the Marcellus....
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Trouble In The West

Independent Upstream, Midstream & Downstream Oil, Natural Gas & NGL Analysis and Due Diligence.
April 21, 2017 |
In a recent Energy Market Commentary piece, BTU covered California natural gas demand destruction from increasing renewable energy growth. Strong showings from both Hydro and Solar power generation have driven natural gas demand to a 5-year low in CA,...
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Fossil Fuel Free California

April 4, 2017 |
The relentless push for a ‘fossil fuel free California’ continues and this year it is compliments of strong winter precipitation resulting in already strong hydro runs in combination with continued solar development resulting in lower gas deliveries this winter...
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Has Residential Natural Gas Demand Peaked?

January 12, 2017 |
Do US demographics trends, energy efficiency, and climate change mean US Residential natural gas demand peaked?  While all forward views on US natural gas balances are heavily influenced by demand forecasts driven by LNG exports, exports to Mexico, industrial...
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