Energy Market Commentary // Pipelines

Gas Pipeline Costs Run Higher, Again

February 1, 2019 | Hamp Smith

On Friday Dominion Energy Inc. (NYSE: D) announced that the expected in-service date of its 1.5 Bcf/d Atlantic Coast Pipeline (ACP) has been pushed to early 2021. In addition to this delay, cost estimates for the pipeline have risen...
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PG&E’s Bankruptcy Spelling Trouble for Ruby?

January 29, 2019 | Connor McLean

On January 14, 2019, Pacific Gas & Electric (PG&E) announced it would file for Chapter 11 bankruptcy protection. California’s largest utility faces nearly $30 billion in potential liabilities stemming from wildfires in 2017 and 2018. As the company prepares...
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Shifting Bakken Pipeline Dynamics on the Horizon

December 19, 2018 | Erika Coombs

Up until early October, strong oil prices in 2018 spurred investment in areas beyond the Permian like the Bakken. A jump in average horizontal completion activity in 2018 to 110 wells/month compared to just 83 in 2017 resulted in...
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Appalachian Greenfield Pipelines, or Great Turkey Highways?

November 20, 2018 | Mason Ender

Over the past 4+ years, BTU has informed the market on some of the most influential and market-driving events through our free Energy Market Commentary. As our loyal readers know, we have also used late November to dive deep...
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Winter Gas Market Rips Higher

November 14, 2018 | Andrew Bradford

At the end of August 2018, the level of concern about the upcoming winter seemed muted as the December 2018 Henry Hub futures contract traded around $3 despite the fact that US gas storage levels were about 600 Bcf...
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How a Canadian Pipeline Explosion Foreshadows Shifting Western Gas Dynamics

November 2, 2018 | Erika Coombs

On October 9, 2018, Enbridge’s Westcoast pipeline ruptured outside of Prince George, British Columbia, removing capacity out of the Montney. While the disruption occurred several hundred miles north of the US and Canadian border, it had far reaching implications,...
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Maine Event: Battle for Maritimes Gas to Drive Price Volatility

October 30, 2018 | BTU Analytics

With already low natural gas inventories in the eastern US, any incremental pull on limited supply along the East Coast could cause additional price volatility this winter. In the eastern Canadian provinces of New Brunswick (NB) and Nova Scotia...
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