Energy Market Commentary // Energy Market Commentary

LNG Exports Slowing Oil Power Generation Demand?

October 24, 2019 |
Last month, BTU Analytics explored the ramifications of increased global LNG demand, specifically from new agreements in Vietnam and Pakistan. Both nations consume oil for power generation and will use additional imported LNG to meet growing power demand and...
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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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