A perfect storm of outage-driven constraints continues to disrupt supply in the Marcellus and Utica. The outages resulted in natural gas liquids supply dropping by an unprecedented 55 Mb/d month over month in December. The outages highlight the fragility...
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Archive // infrastructure
ACP on the Trail to the Supreme Court
March 7, 2019 |
Atlantic Coast Pipeline (ACP) and Mountain Valley Pipeline (MVP) both intended to enter service in late 2018. However, regulatory delays pushed MVP’s scheduled in service date to late 2019. Additionally, ACP projects to enter service in early 2021. ACP’s...
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DJ Basin Challenges Impacting Drilling Decisions
February 8, 2019 |
The DJ Basin continues to face both regulatory and midstream challenges. In November, Colorado voters rejected a ballot initiative to increase well setbacks. Now, a lawsuit arguing Colorado’s forced pooling statute is unconstitutional further mires the outlook for development in...
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LNG, Basis, Bottlenecks. Welcome to 2019
January 24, 2019 |
With Train 2 of Cheniere’s Corpus Christi LNG facility in the midst of commissioning and deliveries to the facility expected to ramp shortly, LNG exports are further cemented as a core of the US’ natural gas demand mix. Going...
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Maine Event: Battle for Maritimes Gas to Drive Price Volatility
October 30, 2018 |
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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A New Day in PA: Initial Impact of Atlantic Sunrise
October 9, 2018 |
Last week, FERC authorized Williams to place the remaining Atlantic Sunrise facilities into service, which they did on October 6th. This is big news for Northeast Pennsylvania where production growth has been limited by infrastructure constraints, and the facilities...
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Making Heads and Tails of Proposition 112’s Chances – A Coin Flip?
September 27, 2018 |
Over the last several weeks, client interest in Colorado Proposition 112, the setback rule impacting future development of oil and gas in the state of Colorado, has continued to climb. We first addressed this topic in the market commentary,...
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