Energy Market Commentary // Oil

LNG Exports Slowing Oil Power Generation Demand?

October 24, 2019 |
Last month, BTU Analytics explored the ramifications of increased global LNG demand, specifically from new agreements in Vietnam and Pakistan. Both nations consume oil for power generation and will use additional imported LNG to meet growing power demand and...
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E&P Bankruptcy to Slow US Production?

October 10, 2019 |
Bankruptcy continues to plague the oil and gas patch. EP Energy became the latest victim to low prices and filed for chapter 11 protection late last week.  According to Haynes and Boone, over 30 North American companies have declared...
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Permian Independents Walk a Tightrope

August 27, 2019 |
In the Permian Basin, several new infrastructure projects have recently entered service or are expected to start throughout the next year. On the oil side, Cactus II and EPIC have started up in recent weeks, and on the gas...
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West Texas Sour (WTS) Price Drivers

July 30, 2019 |
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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