Energy Market Commentary // Natural Gas

Coal Retirements and Renewables Face Off

April 10, 2019 |
Since 2008, coal plant retirements have totaled 81 GW across 696 units at 360 plants.  Those retirements were driven by a combination of factors including competition from natural gas and renewables, as well as federal emission regulation. Coal plant...
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How Low Can Waha Natural Gas Prices Go?

April 4, 2019 |
Waha natural gas cash prices traded as low as a negative…yes negative…$6.60/MMBtu on April 3 and averaged for the day nearly $3.75/MMBtu below zero. Permian producers are paying for the right to produce oil, avoid flaring, and potentially not...
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Global Natural Gas Demand – The Bull Case

March 21, 2019 |
North American natural gas and LNG export bulls should be excited about the future.  Today’s Energy Market Commentary will review trends in global energy consumption and the potential impacts of  7.7 billion people on global natural gas demand.  Specifically,...
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Snowed In: 2019 Hydro Outlook

March 19, 2019 |
Understandably, many of the headlines this winter have reported on the historic cold temperatures seen in the Upper Midwest and blizzard-like conditions from the recent bomb cyclone. If you’re not an avid skier or snowboarder, something that might have...
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