Energy Market Commentary // Demand

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,...
Read more..

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...
Read more..

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...
Read more..

Proppant Demand on the Rise

December 12, 2016 |
As producers strive towards maximizing overall recovery, one significant trend seen over the last few years is an increase in the amount of proppant used per well. In 2014 and 2015 low sand prices helped build proppant demand, and ultimate recovery...
Read more..