Archive // Natural Gas

Long Term Gas Outlook

May 15, 2018 | Mason Ender

The main challenge in creating a Long-term Henry Hub forecast is that it requires many assumptions. While current infrastructure, supply costs and known resources provide guideposts for future production and supply in the short term, the past decade has...
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Stacked Pay? An Update on Dry Utica

May 11, 2018 | Marissa Anderson

Being able to drill multiple horizons in a play, as emphasized in regions like the Permian and STACK, increases the drilling location inventory and longevity of a play. What about Appalachia? Utica production has primarily been focused in Ohio;...
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Permian Limbo: How Low Can Prices Go?

May 9, 2018 | Jake Fells

Our client base is comprised of many different energy industry stakeholders spread across the globe, but over the last few months, almost every conversation is eventually related to what’s going on in West Texas, especially with both oil and...
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Waha’s Sphere of Influence: Permian Gas Driving Weakness West of the Mississippi

May 3, 2018 | Matt Hagerty

Associated gas out of the Permian has been a popular topic and with natural gas pipelines filling up, it’s no surprise that the Waha differential to Henry Hub has widened in 2018. In fact, Waha basis to Henry Hub...
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Burn in the Perm: Power Demand Surging in West Texas?

April 26, 2018 | Jason Slingsby

As the Permian continues to grow and gas takeaway from the basin becomes more and more constrained, one possible source to soak up some of the new production could come from local gas fired power plants. While the overall...
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Bearish Northeast Production or US Demand?

April 24, 2018 | Mason Ender

In a world of consensus views and the ever-present pressure to not step too far outside the norm, we at BTU find a particular joy in discussing, and often debating, our analysis that does not fall within the bounds...
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Atlantic Seaboard Demand Pull Continues with MVP Southgate Expansion

April 19, 2018 | Jake Fells

Last week, Mountain Valley Pipeline (MVP) announced an open season for Mountain Valley Pipeline Southgate (MVPSG) that would extend the 303-mile pipeline another 70 miles into North Carolina. PSNC Energy, a local natural gas distribution company, is the anchor...
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