Archive // Natural Gas

Smaller Pad Sizes Driving Lower Haynesville Rig Efficiency

November 8, 2019 | Connor McLean

Dry gas production in the US is dominated by two major gas-specific plays: the Marcellus/Utica in the Northeast and the Haynesville Shale in Northwest Louisiana. The Haynesville has long been billed as the next big thing in gas, and...
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Coals’ Pain No Longer Gas’ Gain

October 31, 2019 | Andrew Bradford

Coal company bankruptcies have been a recurring theme in 2019. This was reinforced this week by the chapter 11 filing of Murray Energy, which is the US’s largest private coal mining company. Over the last decade, low-cost shale gas...
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ERCOT Power Prices to Continue Spiking? Part 2

October 29, 2019 | Matthew Hoza

As ERCOT has become more dependent on wind and solar and load has hit new records, pricing volatility has been on the rise. In a previous blog, we discussed the strain on pricing and natural gas generation resources that...
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Will AECO Strength be Short-Lived?

October 21, 2019 | Anna Lenzmeier

Despite ongoing maintenance on TC Energy’s NOVA Gas Transmission (NGTL) and Gas Transmission Northwest (GTN) pipelines, AECO natural gas prices have rallied in October. Even with the reductions in sendout to the US, new rules on the NGTL system...
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Few Large Permian Operators to See Lasting Impacts of Tight Well Spacing

October 16, 2019 | Matt Hagerty

Earlier this month, an Energy Market Commentary analyzed how many operators rapidly downspaced horizontal drilling activity in 2017, with the hopes of expanding the potential drillable locations within their finite acreage. For some operators, tighter Permian well spacing resulted...
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Winter Baseload Power Burn on the Rise

October 1, 2019 | Joe Warner

Summer power burn surged this year, buoyed by warmer-than-normal temperatures and historically low gas prices. While this summer burn was dramatic, it fits with a trend the market has been seeing since the beginning of the Shale Era: cheap...
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LNG Export Demand Surging Higher?

September 27, 2019 | Andrew Bradford

In August 2019, BTU Analytics released Getting to the Gulf, a ground-breaking market study on US midstream required to meet Wave 2 LNG export demand. The study details the opportunities and challenges around the upstream and midstream capacity required...
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