Energy Market Commentary // Pipelines

Does ESG Present a Risk to 1.2 MMb/d of Permian Production?

February 4, 2020 | Corey Boettiger

Despite the start of Gulf Express Pipeline (GCX) in September 2019, Waha natural gas spot prices are trading at $0.43/MMBtu as of Feb. 4, 2020. BTU Analytics’ most recent data indicates flaring volumes in the Permian were around 580...
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Mexico Natural Gas Exports’ Upside in 2020

January 21, 2020 | Connor McLean

With 2019 in the rear view mirror, the natural gas industry turns its focus to 2020, where an abnormally warm winter has placed even more downward pressure on US gas prices. As Henry Hub prices drop below $2 this...
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Canadian Natural Gas Production on the Precipice of Decline or Readying for a Surge?

January 17, 2020 | Joe Warner

With full service on Enbridge’s Westcoast pipeline finally restored after the October 2018 outage, and continuing improvements to TC Energy’s NOVA System expected through the second quarter of 2021, natural gas takeaway capacity in the Western Canadian Basin finally...
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Power of Siberia Backing Out LNG Imports?

December 12, 2019 | Connor McLean

Gas demand growth in China has long been looked at as a reason for optimism for growth in the LNG market both in the US and globally. The recently completed Power of Siberia pipeline between Russia and China has...
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Permian Pipeline Constraints Creating Winners and Losers

November 12, 2019 | Erika Coombs

With Gulf Coast Express (GCX) gas pipeline full and the next Permian pipe not expected until early 2021, Permian producers are right back where they started. Considering Permian pipeline constraints, flaring above base levels is likely to remain for...
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New PHMSA Pipeline Rule Puts Aging Gas Pipes on Notice

October 8, 2019 | Matthew Hoza

On October 1st the Pipeline and Hazardous Materials Safety Administration (PHMSA) finalized new rules for natural gas pipelines that have been in the works since 2011. The new PHMSA pipeline rule has expanded the segments of pipes that require...
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West Texas Sour (WTS) Price Drivers

July 30, 2019 | Erika Coombs

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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