Energy Market Commentary // Energy Market Commentary

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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Changes in Permian Spacing to Strand DUCs?

October 3, 2019 |
After years of downspacing in the Permian, E&P companies are beginning to pursue increased well spacing to resolve the “parent-child” problem as detailed by the WSJ early last month. Despite claims of increased performance from closely packed wells, performance...
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NGL Pricing Drop Erodes Uplift to Zero

September 24, 2019 |
In the wake of second quarter earnings last month, BTU Analytics discussed how NGL pricing in 2019 compares to historical averages as operators shift to liquids-rich portions of their acreage. Purity product pricing dipped well below five-year averages this...
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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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