Energy Market Commentary // Natural Gas

ACP on the Trail to the Supreme Court

March 7, 2019 |
Atlantic Coast Pipeline (ACP) and Mountain Valley Pipeline (MVP) both intended to enter service in late 2018.  However, regulatory delays pushed MVP’s scheduled in service date to late 2019. Additionally, ACP projects to enter service in early 2021. ACP’s...
Read more..

Alpine High Expectations Move Low(er)

March 6, 2019 |
Last week, the market was caught off-guard when Apache (NYSE:APA) lowered the outlook for volume growth in the company’s Permian rich gas play, the Alpine High.  Apache traded off just 1% following the disclosure, while Altus Midstream (NASDAQ: ALTM),...
Read more..

Coal to Gas Switching 2019

February 28, 2019 |
Despite a cold start to winter, natural gas prices have plummeted to $2.66/MMbtu in February. The rapid decline followed record breaking natural gas production and a warm December and January. As a result, coal to gas switching should be...
Read more..

Peak Appalachia Gas Production or Not?

February 19, 2019 |
For over a decade, Marcellus and Utica production has hit new records each year. Now, the majority of Appalachian producers are tapping the breaks on production gains in 2019.  In 2018, the Appalachian market saw multiple greenfield and brownfield...
Read more..

Cap and Trade Works!…Or Does It?

February 12, 2019 |
Last week, climate change took center stage when the “Green New Deal” was promoted in Washington DC. The Green New Deal, though, is not the only new proposal on the table. Initiatives across the US are being proposed to...
Read more..