Archive // Natural Gas

Canadian Natural Gas Production on the Precipice of Decline or Readying for a Surge?

January 17, 2020 | Joe Warner

With full service on Enbridge’s Westcoast pipeline finally restored after the October 2018 outage, and continuing improvements to TC Energy’s NOVA System expected through the second quarter of 2021, natural gas takeaway capacity in the Western Canadian Basin finally...
Read more..

Winter Halftime: 2020 Natural Gas Storage Outlook

January 15, 2020 | Matthew Hoza

Given the state of natural gas supply in the US, a mild winter this year would have far reaching ramifications into the natural gas storage outlook over the next year. Unfortunately, weather has not quite cooperated and we are...
Read more..

Henry Hub: US Benchmark or Just Another Hub?

December 17, 2019 | Matthew Hoza

If you are a client of BTU, then you know that BTU’s Henry Hub outlook for 2020 currently sits about $0.20 above the 2020 strip. With the market seemingly perpetually bearish, what makes BTU optimistic for higher NYMEX pricing?...
Read more..

Power of Siberia Backing Out LNG Imports?

December 12, 2019 | Connor McLean

Gas demand growth in China has long been looked at as a reason for optimism for growth in the LNG market both in the US and globally. The recently completed Power of Siberia pipeline between Russia and China has...
Read more..

LNG Exports Driving Henry Hub Prices Higher?

December 4, 2019 | Andrew Bradford

As the shale gas revolution ramped up from 2008 to 2012, the US LNG industry quickly pivoted flipping import terminals to planned export terminals. By 2012, US natural gas end users started to become organized. End users voiced opposition...
Read more..

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...
Read more..

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...
Read more..