Energy Market Commentary // Energy Market Commentary

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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Natural Gas Focused Plays Stagnate

August 29, 2019 |
Last week, the Baker Hughes’ rig count dropped 19 rigs as the total US rig count fell to 916, the lowest level since November 2017. The drop comes as no surprise after second quarter earnings from E&P companies signaled...
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NGL Uplift Drying Up in 2019?

August 16, 2019 |
Second quarter earnings announcements have shaken up the outlook for gas plays going into the second half of 2019. Diversified operators, such as Chesapeake, intend to pivot to growth in oil production, but not all producers can toggle between...
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