Energy Market Commentary // Demand

Energy East Falls Victim to Crude Market

October 17, 2017 |
Earlier this month TransCanada announced that they will no longer be moving forward with their Energy East pipeline. This news comes after Canada’s regulatory agency, the National Energy Board (NEB), expanded the scope of its review to include risks...
Read more..

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...
Read more..

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....
Read more..

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..