Energy Market Commentary // NGLs

US LPG Exports Booming

July 11, 2017 | Jake Fells

Per the World Health Organization, almost three billion people cook and heat their homes using biomass (agricultural waste, firewood, animal dung, etc.), and the resulting indoor pollution causes approximately four million premature deaths each year. Many developing countries are...
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Alpine High – Good Play Poor Timing?

February 24, 2017 | Jason Slingsby

Production growth out of the Permian in 2017 and 2018 is coming, and BTU Analytics has previously highlighted the impact to crude oil markets and oil related infrastructure. But how does a major new gas play in the Permian fit...
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Ethane Demand Could Bring Strength To Henry Hub

April 12, 2016 | BTU Analytics

Even with weak commodity prices, ethane production has continued to grow, though at a slow pace. This becomes a problem when you think about the fact that current ethane demand has remained relatively unchanged in the last few years....
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$40 Oil Gives Ethane Prices Strength, While $80 Oil Is Its Kryptonite

November 24, 2015 | BTU Analytics

We have seen oil production begin to decline in the wake of the oil price crash in 2015. With WTI closing at sub $50/bbl for the 125th consecutive day, producers’ pain has become apparent. This pain has had the obvious...
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Are Low Oil Prices Gas and NGLs’ Savior?

September 22, 2015 | Erika Coombs

The US energy market has been buzzing with low crude prices and anticipation of pipeline projects out of the Northeast to support a highly constrained gas market. However, it is important to take a look at gas outside of...
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Alliance and Canadian Gas: A Happy Marriage With A Long-Term Future?

April 29, 2015 | BTU Analytics

Not all gas is created equal. The Duvernay Formation in Canada and the Williston Basin in the US contain liquids-rich gas and traditionally, gas from these regions has flowed into the Upper Midwest Market via Northern Border, Great Lakes...
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Price Uncertainty – The End of the Infrastructure Boom?

February 25, 2015 | Erika Coombs

While volatility in gas and oil prices is welcomed by traders, it makes long-term infrastructure planning challenging. Many companies that previously announced large capital investments in infrastructure are now shelving projects until the market settles. Within the last month...
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