Natural gas markets
03/31/2022
The article below is an excerpt from our Q4 2021 commentary. Without US liquefied natural gas (LNG), Europe may well have frozen literally to death this winter. We believe what is happening with...
12/17/2021
With gas headed toward $2/Litre, can an electric future really balance the scales? On December 8, 2021, Adam Rozencwajg was one of the featured experts at the Driving into the Future virtual auto...
12/06/2021
We are excited to be one of the featured experts at the Driving into the Future virtual auto event brought to you by TOYOTA.
08/31/2021
Tightness in the US natural gas market is beginning to manifest itself in low inventory levels. After having started the year at a 200 bcf surplus to the five-year seasonal average, US inventories...
01/09/2020
In a previous post, we talked about how over the last nine years, the largest source of U.S. natural gas supply growth has come from the Marcellus shale. The Marcellus produces 22.5 bcf/d,...
12/16/2019
The shale gas revolution began in earnest in 2005. Even though the shales were being aggressively developed, shale gas production in 2010 still represented only 20% of US supply. Of the 21 trillion...
03/06/2019
“While any weather-related price spike is likely to be short-lived, the risk/return now embedded in certain select natural gas securities has become more compelling” Henry Hub gas prices were...
01/09/2019
“For the first nine months of the year, Chinese imports are up an incredible 50% year-on-year. We estimate that total 2018 LNG imports could approach 8 bcf/d – far above analysts’ expectations.”
11/08/2018
Natural gas prices have surged 20% since mid-September, though the rally is likely behind us. Unless you follow the natural gas market or received a bill from your energy company recently, you may...
10/17/2018
Although natural gas demand remains extremely strong, supply continues to surge. Image Source: https://oklahomaminerals.com/natural-gas-storage-underground-overlooked-and-under-appreciated/ Low...