Energy Market Commentary // LNG

How Much LNG Should the US Export?

October 19, 2018 |
In discussions with clients, a frequent topic for debate is the appropriate level of US LNG exports. With the growth in estimated recoverable resource in North America driven by shale development over the last 15 years, the US natural...
Read more..

Congestion Ahead for Haynesville Producers?

August 23, 2018 |
Congestion on the natural gas pipeline grid continues to progress further south as volumes from the Marcellus, Utica, STACK, SCOOP and Canada  fight for limited markets in the Midwest. The result of new pipeline capacity out of Appalachia has...
Read more..

Long Term Gas Outlook

May 15, 2018 |
The main challenge in creating a Long-term Henry Hub forecast is that it requires many assumptions.  While current infrastructure, supply costs and known resources provide guideposts for future production and supply in the short term, the past decade has...
Read more..

Gas Demand in Command This Summer?

April 3, 2018 |
Even though it may not feel like it in the Northeast, spring is in full swing and summer is right around the corner. That means the flowers are blooming, my allergies are starting to act up, and the shift...
Read more..