by Research Reports | Aug 11, 2021
Global natgas prices continue to rise with every global region fighting for each flex cargo of LNG available. The strong Asian industrial demand (specifically China) come with new pipeline connectivity making gas more accessible while pushing out coal-fired gen. In...
by Research Reports | Aug 10, 2021
US production has been quite stable since the start of summer. Daily production has hovered between 91-93 Bcf/d except for a few days when there were major forced majeures leading to production shut-ins. Rigs have been growing but likely more focussed on...
by Research Reports | Aug 9, 2021
Natural gas prices are lower this morning even as we enter a week that could be the hottest for this summer. The return of both wind and solar has helped dampen the nat gas power burn this weekend, and the renewables are expected to help throughout the week. ...
by Research Reports | Aug 8, 2021
With the start of August, we are now quickly ramping up to the peak of hurricane season. Maxar reported on enelyst that “The season got off to a fast start with 5 named storms, peaking with Hurricane Elsa in early July, the earliest “E” storm on...
by Research Reports | Aug 6, 2021
Yesterday the EIA reported a +13 Bcf storage injection for week ending July 30. This report came in 5 Bcf below market consensus and 6 Bcf/d below above our estimate. It difficult to nail down the exact reason for this week’s miss by it’s likely related to the...
