Players in the Marcellus and Utica have been eagerly waiting years for the time when new takeaway out of the basin would come into service and, hopefully, relieve price weakness. Well that time is finally upon us. Energy Transfer’s...
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Energy Market Commentary // Pipelines
Canadian Crude Constraints – Light at the End of the Pipe?
July 12, 2018 |
Similar to the Northeast, pipeline infrastructure projects to connect growing Canadian oil production to global demand markets often face significant regulatory and environmental opposition. On May 29, 2018, Kinder Morgan announced that the Government of Canada had agreed to...
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Growing Apart: The Mont Belvieu/Conway NGL Price Differential
July 10, 2018 |
As natural gas liquids (NGL) production increases in the Midcontinent and Rockies, infrastructure constraints are popping up and widening the NGL price differential between Mont Belvieu and Conway. New pipeline capacity between the hubs, as well as new fractionation...
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Rover Completes, Leach Retreats, and Impacts on Pricing
June 26, 2018 |
June has been an exciting month for flow dynamics in Southwest Appalachia (as exciting as flow dynamics can be, anyways), led by Rover’s full mainline startup and the Leach XPress force majeure impacting takeaway and corridor flows. Today’s analysis...
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Timing is Everything – Update on Mountain Valley Pipeline
June 7, 2018 |
As Rover pipeline is now largely complete, focus can shift to the progress of other greenfield projects out of Southwest Appalachia, with Mountain Valley Pipeline one of the next key greenfield projects officially slated to come online by the...
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Should We Be Caring About Permian Flaring?
May 31, 2018 |
As Permian production continues to grow and pipeline capacity out of the region becomes increasingly constrained, one question that keeps surfacing is to what extent flaring could help mitigate the gas takeaway problem. Permian drilling activity is primarily driven...
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Permian Oil Pipeline Constraints – It’s complicated
May 18, 2018 |
Permian crude differentials have become highly volatile, exceeding Permian oil pipeline tariff costs to the Gulf bringing crude by rail back into the market. However, based on historical utilization and differentials, and an estimated cost of rail around $6...
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