Market Insights

OPEC Watch: Most relevant developments

November 30, 2023

By Rishi Rajanala

Impending OPEC+ Meeting to Address African Quota Disputes and Market Stability

November 29, 2023

By Rishi Rajanala

Natural Gas Production Surges to All-Time High

November 28, 2023

By Christian Drolshagen

Permian Supply Continues to Grow Amid Brownfield Expansion

November 10, 2023

By Jay Stevens

Haynesville Price and Fundamentals

November 07, 2023

By Rishi Rajanala

Appalachia Gas Price and Fundamentals

November 07, 2023

By Rishi Rajanala

Rockies Price and Fundamentals

November 07, 2023

By Rishi Rajanala

Featured

Permian Gas Price And Fundamentals

November 07, 2023

By Rishi Rajanala

Geopolitical Risk Premium Returns to The Oil Market

October 11, 2023

By Rishi Rajanala

Propane Is Weak, But Crude Oil Could Provide Lift

October 05, 2023

By Jay Stevens

High Rates Equal Higher Cost of Hedging

October 05, 2023

Bakken Gas Egress Set To Expand

September 25, 2023

By Christian Drolshagen

Can Global Refining Capacity Keep Up With Growing Oil Demand?

September 22, 2023

By Rishi Rajanala

Hurricane Season's Potential Impact And Typical Hedging Practices For Gulf of Mexico Producers

September 12, 2023

By Rishi Rajanala

How Good/Bad is Your Costless Collar?

August 21, 2023

By Jay Stevens

Rising Jet Fuel Prices: A Challenge to the Aviation Industry's Recovery

August 11, 2023

By Rishi Rajanala

How Will US's LNG Growth Affect Natural Gas Demand and Prices?

July 21, 2023

By Rishi Rajanala

Hedge Ethane To Capture Premium To Natural Gas

July 18, 2023

By Jay Stevens

WTI Flips to Backwardation for First Time Since May

July 14, 2023

By Rishi Rajanala

Is the Oil Market Poised for a Shake-Up as OPEC Cuts Deepen?

July 07, 2023

By Rishi Rajanala

Bakken Price and Fundamentals

June 26, 2023

By Rishi Rajanala

Houston Ship Channel Basis Post-Freeport LNG Restart: What's the Future?

June 09, 2023

By Jay Stevens

Can Saudi's Unilateral Cuts Deepen Oil Market Deficit in 2H2023?

June 08, 2023

By Rishi Rajanala

MVP Pipeline Greenlit: Why it's Not the Market Bear We Feared

June 07, 2023

By Jay Stevens

Winter Weather Scenarios Show Risk to 2024 Gas Prices

May 26, 2023

By Christian Drolshagen

AECO Gas Basis Outlook

April 26, 2023

By Christian Drolshagen

From Record Rain to Hydropower Gain: California's Shifting Energy Mix

April 21, 2023

By Christian Drolshagen

Russia's Export Resilience May Falter as Signs of Trade Clogging Emerge

April 06, 2023

By Rishi Rajanala

What is Counterparty Risk and What Are Best Practices?

March 24, 2023

Freeport LNG Flows At Highest Level Since Explosion

March 02, 2023

By Christian Drolshagen

New Fuel Regulations Threaten Fuel Fungibility and Price Discovery

January 17, 2023

By Zander Capozzola

EPA's 'Set Rule' Drives Volatility in Renewable Diesel Margins

December 20, 2022

By Zander Capozzola

Gas is now down $1.22 since Friday. Take action?

December 20, 2022

By Nick Hillman

Houston Ship Channel Basis Has Been Weak; Will It Continue?

December 09, 2022

By Jay Stevens

Uncategorized

Natural Gas Supply-Demand Update

November 23, 2022

By Christian Drolshagen

How Could a Potential Railway Strike Impact Commodities?

November 21, 2022

By Christian Drolshagen

US On Track To Export More LNG at Domestic Demand Peak

November 16, 2022

By Nick Hillman

U.S. Propane Price Slips on Soft Fundamentals

November 01, 2022

By Jay Stevens

Waha Trades Negative on Two-Day Pipeline Outage; First Time in Two Years

October 25, 2022

By Nick Hillman

Natural Gas Supply-Demand Explainer

October 03, 2022

By Christian Drolshagen

More Iran Supply Likely Soon? U.S., Iran negotiating JCPOA

September 02, 2022

By Rishi Rajanala

Natural Gas Is Losing Demand Fast

September 02, 2022

By Jay Stevens

New Inflation Legislation Could Lead to Approval of Mountain Valley Pipeline

August 10, 2022

By Christian Drolshagen

Costless Collars and Put-skew In The Oil Market

July 29, 2022

By Jay Stevens

Federal Gasoline Tax Cuts Could be a Bullish Catalyst for Oil, Fuels Prices

June 27, 2022

By Nick Hillman

Lost LNG Demand Weighs On Houston Ship Channel Basis

June 24, 2022

By Jay Stevens

Freeport LNG outage update sends gas 16.5% lower

June 14, 2022

By Rishi Rajanala

Producer Consuming Diesel? Hedge The Crack

June 07, 2022

By Jay Stevens

Waha Winter Basis Rebounds; Midstreamers Expanding

May 23, 2022

By Rishi Rajanala

Haynesville Basis Deteriorates; Production Rising?

May 20, 2022

By Matt Marshall

Appalachian Gas to Remain Stymied as MVP Further Delayed

May 16, 2022

By Jay Stevens

3:2:1 Crack Spread Hits Record-High as U.S. Refining Capacity Shortage Worries Mount

May 16, 2022

By Nick Hillman

Gasoline and Diesel Prices Surge to Record-Highs; Is More Pain Ahead for Consumers?

May 16, 2022

By Nick Hillman

CIPA Names AEGIS as Preferred Commodity Hedging and Carbon Compliance Partner

April 20, 2022

By Nick Hillman

Haynesville-Area Basis Slides; Summer More Vulnerable

April 14, 2022

By Matt Marshall

Henry Hub Prices Soar; Gas Market is Under-Supplied, Lacks Inventories

April 12, 2022

By Nick Hillman

Headline Oil Prices Fall, But Curve Shifts Higher

April 11, 2022

By Jay Stevens

How High Can Diesel Prices Go?

April 05, 2022

By Rishi Rajanala

Oil Market Volatility Reduces Liquidity

March 28, 2022

By Jay Stevens

Market Summary

The Time to Plan for Low Prices? When Prices Are High

March 24, 2022

By Rishi Rajanala

Producers Expect Modest Growth in 2022

March 18, 2022

By Rishi Rajanala

Low Oil Inventories Are The Foundation of High Oil Prices

February 22, 2022

By Jay Stevens

Waha Basis Under Threat As Constraints Loom

February 03, 2022

By Jay Stevens

Why Did Your Natural Gas Hedges Hurt You in February?

February 02, 2022

By Matt Marshall

Hedge Settlements Are Affected by Jan 27 Settlement-Day Rally in Gas

January 28, 2022

By Matt Marshall

EIA Storage Report - A Winter Surprise!

January 06, 2022

Natural-Gas Fired Power Generation to Fall in 2022

December 10, 2021

By Nick Hillman

Is Winter Over? No, But Gas Scarcity Is No Longer Likely

December 10, 2021

By Jay Stevens

Crude Oil Export Ban Would Increase Gasoline Prices, Not Reduce

December 10, 2021

By Matt Marshall

New COVID-19 Variant, Omicron, Helps Push Oil To Its Worst Day Since April 2020; Is This An Overreaction?

November 29, 2021

By Nick Hillman

Canadian Regulatory Agency Denies Enbridge Mainline Contracting Proposal

November 29, 2021

We are in for a tight winter for natural gas, high demand is not backing down

November 11, 2021

By Lauren Trice

Oil

Mind the WCS Gap

November 08, 2021

More 2022 Development Capex Might Not Result in Production Growth

November 05, 2021

By Matt Marshall

Haynesville Production Is Growing. What Happens to Basis Prices?

October 22, 2021

By Jay Stevens

Let The Energy Squeeze Begin; Oil Prices Surge to a Seven-Year High

October 15, 2021

By Nick Hillman

AECO - The Ugliest Competitor in the Natural Gas Beauty Pageant

October 15, 2021

Refined Products

Jet and Diesel Consumers: Could Prices Be Much Higher in 2022?

October 14, 2021

By Matt Marshall

How Tight Are U.S. Gas Inventories, Really?

October 08, 2021

By Nick Hillman

Canada Has Some Good Pipeline News...For a Change

September 29, 2021

Oversupply of Oil Forecast For 2022, But OPEC+ Still Holds the Key

September 24, 2021

By Jay Stevens

Wake Up AECO! The Gas World is Leaving You Behind!

September 22, 2021

$10 Gas Is Possible This Winter

September 15, 2021

By Jay Stevens

Dearth of Appalachian Egress Capacity Additions Limits Potential Production Growth

September 10, 2021

By Nick Hillman

West Texas Gas Production Likely to Increase, How Will Waha Basis React?

September 10, 2021

By Jay Stevens

Enbridge Line 3 Replacement Project Nears Completion

September 09, 2021

OPEC+ Has More Supply Than Oil Markets Can Handle

August 30, 2021

By Nick Hillman

Ethane Prices Set to Move Higher

August 27, 2021

By Jay Stevens

WTI's $70 Price Swing - Has Price Volatility Changed Producer Hedging Behavior?

August 27, 2021

Not So Fast, Canada

July 23, 2021

Power Generation From Natural Gas Shows Resilience

July 23, 2021

By Jay Stevens

As winter prices rise, next summer is being left behind. Will 2022 rally?

July 23, 2021

By Matt Marshall

Why backwardation should not keep you from hedging

July 09, 2021

By Matt Marshall

UAE Ruins the OPEC Party

July 02, 2021

By Matt Marshall

You Must Be Prepared to Hedge Successfully: Lessons in Gas Price Volatility

July 01, 2021

By Lauren Trice

Alberta Gas Supply Suffering from Summer Hot-Offs

June 29, 2021

Propane Prices Hit Highest Seasonal Level Since 2014

June 25, 2021

By Nick Hillman

Non-Thermal Outages Lift Gas Demand In Mid-June

June 25, 2021

By Jay Stevens

Beware Gulf of Mexico Producers; Hurricane Season Is Here

June 18, 2021

By Nick Hillman

AECO Prices Have Been Impressive Lately - How Long Will the Party Last?

June 17, 2021

Feds Force TETCO to Reduce Flow; SW Appalachia Basis Sinks

June 11, 2021

By Jay Stevens

Canadian Crude Update

May 19, 2021

OPEC Doesn’t Have Enough Oil

May 14, 2021

By Jay Stevens

Waha Prices Higher than Hub, and It Could Continue

May 06, 2021

By Jay Stevens

Oil Demand Recovery Faces Uncertainty as India COVID-19 Outbreak Worsens

April 30, 2021

Propane Prices Stumble In April

April 16, 2021

Gas Demand Suffers from Wind, Coal Displacement

April 16, 2021

Waha Basis Summer Contracts Best Since 2016

April 09, 2021

Canadian Producers Are at Risk of U.S. DAPL Pipeline Shutdown

April 08, 2021

Two Haynesville Area Pipeline Projects Due in 2021

March 19, 2021

Bakken Clearbrook Prices Surge on Supply Disruptions; DAPL Hearing Looms

March 19, 2021

WTI Curve Close To Steepest Backwardation In Past 15 Years

March 12, 2021

2021 Gas Market Is Least Supplied of Last Four Years

February 26, 2021

Producer 2021 Guidance Implies Nearly Flat Oil Production

February 26, 2021

February Weather Helps End-of-Season Storage Get Back on Track

February 19, 2021

Oil

U.S. Production Could Rise 1 MMBbl/d. OPEC Knows This.

February 19, 2021

Saudi Arabia Teases Output Increases As Brent Nears $65

February 18, 2021

Frigid Temperatures Cause 5 Bcf/d of Freeze-offs

February 12, 2021

Cushing, PADD 3 Stocks Decline As Refineries Soak Up Crude in January

February 12, 2021

EIA, IEA, OPEC Marginally Cut 2021 Demand Growth Estimates, but OPEC+ Firmly in Control of Oil Markets

February 12, 2021

Update* - DAPL Still In Limbo As New Administration Takes Office

February 12, 2021

2021 Natural Gas Prices Rally in February as Market Looks Past Winter

February 10, 2021

OPEC Committee Discusses Policy As WTI Breaches $55/Bbl

February 05, 2021

Strong Prompt Dominion South Basis; Weakness Further Down The Curve

February 05, 2021

Gas Demand Threats From Renewables

January 29, 2021

U.S. LNG Landscape And Utilization Possibilities

January 29, 2021

Biden Signs Executive Order Barring a Key Permit for The Keystone XL Pipeline

January 22, 2021

Another Setback for Mountain Valley Pipeline: Northeast Basis Prices React in 2022+

January 21, 2021

Natural Gas Supply-Demand in 2021: EIA's STEO Report Underscores a Tightening Ahead

January 15, 2021

Record High LNG Prices In Asia and Eye-Popping Shipping Costs

January 15, 2021

Propane's Improving Outlook: Large Rally in Prices From Step Change in Export Demand

January 15, 2021

Capacity Additions Push January Waha Prices Positive

December 31, 2020

The (WTI) CMA Roll: 2020's Wild Round Trip

December 29, 2020

Popular

Changes for Oil, Gas, and NGLs in 2021: Price Risks and Finance

December 23, 2020

Logical Hedge Weekly TLC Update For December 21, 2020

December 21, 2020

Lower Output, Strengthening Oil Demand Prompts EIA to Lift its WTI Forecast for '20 and '21

December 11, 2020

Pentane Reaches 10-Month High

December 11, 2020

Mid-Cush Spread Rallies; AEGIS Trade Volume Spikes

December 11, 2020

Haynesville Production and Activity Are Increasing

December 04, 2020

OPEC+ Agrees To Ease Deep Oil Cuts

December 04, 2020

Natural Gas Suffers Large Losses Across the Curve

December 03, 2020

Weather Has Stymied the Gas Bulls

December 03, 2020

Nord Stream 2 Operator Says Pipeline Construction to Restart

December 01, 2020

Popular

Hedging Strategy Toolkit - Bull Market

November 27, 2020

Positive News Sends Crude Prices To Eight-Month High

November 25, 2020

Northeast Gas Production Hovers Near Record; Local Basis Suffers

November 20, 2020

OPEC+ Mulls Prolonging Supply Cuts

November 20, 2020

Popular

AEGIS Factor Matrices: Biden Administration

November 13, 2020

CIG Gas Basis Follows Midwest Prices Lower

November 13, 2020

How to Navigate Weak Cash Prices

November 13, 2020

Uncertainty Clouds Dakota Access Pipeline Outlook

November 06, 2020

Record Appalachia Production Decimates Southwest PA Basis

November 06, 2020

The $34/Bbl Scare This Week; Play the Long Game with Tailored Hedges

November 03, 2020

With a Little Help from LNG, We Could Be in Store for a Very Tight Winter

October 30, 2020

'Red' to 'White' Summer Spread Is Widest In A Decade

October 30, 2020

Rare Early Natural Gas Withdrawals Expected

October 29, 2020

A Vilified Hedging Tool May Now Make Sense

October 29, 2020

Waha Daily Cash Prices Are Being Punished; Forward Prices Are Excellent

October 23, 2020

LNG Is Back, Just in Time for The Winter Rally

October 23, 2020

Natural Gas Prices Are Perched at Multi-year Highs

October 22, 2020

Oil Bulls May Need Patience

October 16, 2020

Libya Production Climbing As Country's Largest Fields Re-Open

October 16, 2020

Mountain Valley Pipeline Permit Re-issuance Allows Construction to Resume

October 09, 2020

Pipeline Maintenance Pressures Near-Term Waha; Winter Strip Less Affected

October 09, 2020

AEGIS Fundamental Webcast

October 09, 2020

WSJ: Saudis Consider Canceling OPEC Plans to Boost 1Q2021 Output

October 09, 2020