Energy Market Commentary // LNG

The US Shifts Smaller with Elba Island LNG

April 16, 2019 |
The LNG export revolution continues with the start of feed gas deliveries to Kinder Morgan’s Elba Island LNG, the smallest facility expected to begin operations in 2019. Elba Island LNG will only have capacity of about 350 MMcf/d following...
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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...
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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...
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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...
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