Energy Market Commentary // Natural Gas

Appalachian Capex Slows

August 7, 2019 |
With earnings season once again upon us, the market is getting greater clarity on 2H’19 activity levels and production. Back in February, we touched on how public company guidance in Appalachia for 2019 compared to our forecasts which called...
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West Texas Sour (WTS) Price Drivers

July 30, 2019 |
West Texas Sour (WTS) in the Permian has been trading at a premium of $0.16/bbl YTD 2019 to its lighter counterpart, WTI Midland. This is a reversal of standard relationships between light sweet crude and intermediate sour crude which...
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You’re Gonna Need A Bigger Battery

July 25, 2019 |
Last week, Berkeley and San Francisco made headlines as the California cities announced plans to ban new natural gas hookups as they work towards the state goal of 100% carbon-free energy by 2045. The new ordinances would require new...
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Are the Cards STACKed Against Oklahoma in 2019?

July 11, 2019 |
Oklahoma’s shale play trajectories have changed course in recent months as rig counts dropped in the Sooner State. Despite operator enthusiasm for strong basin potential, high breakeven hurdles and unsupportive commodity pricing continue to threaten the viability of Oklahoma’s...
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