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November 20, 2020

Northeast Gas Production Hovers Near Record; Local Basis Suffers

Natural gas production in the Northeast at five-year highs has coincided with very low gas prices. Output in Appalachia has recently surged to over 33 Bcf/d as producers released previously…

Jay Stevens

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Blog Oil & Gas

November 20, 2020

OPEC+ Mulls Prolonging Supply Cuts

A technical panel of OPEC+ ministers met On November 17 to discuss whether output cuts should be extended in light of faltering oil demand, but they stopped short of providing…

Jay Stevens

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Blog Oil & Gas Popular

November 13, 2020

AEGIS Factor Matrices: Biden Administration

Like many other industries, energy has been much more dependent on the global economy rebounding from Covid-19 than on federal policy. Oil analysts at J.P. Morgan have asserted that “aside…

Nick Hillman

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November 13, 2020

Markets Toil as Vaccine Hopes Give Way to Virus Angst

Pfizer's announcement Monday of a potentially 90% effective coronavirus vaccine triggered a wave of hope and optimism to the markets, renewing expectations that life in the U.S. could return to normal…

Rob Sabo

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Blog Oil & Gas

November 13, 2020

CIG Gas Basis Follows Midwest Prices Lower

A decline in Chicago gas basis this month has rippled through the Rockies and Midcontinent. Colorado Interstate Gas (CIG) prices have fallen about 20c since a peak of -$0.025 only…

Jay Stevens

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Blog Oil & Gas

November 13, 2020

How to Navigate Weak Cash Prices

Financial hedges will sometimes not protect against weak cash prices. This happens when the hedging instrument does not exactly match the physical pricing formula. There are tools available to manage…

Ryan Anger

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Blog Metals

November 9, 2020

“Green” Aluminum and its Potential Price Effects

Aluminum made with less carbon emissions may get its own market, and price. How do you guarantee the aluminum you consume was made with minimal emissions? As companies look to…

Matt Marshall

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Blog Oil & Gas

November 6, 2020

Uncertainty Clouds Dakota Access Pipeline Outlook

The U.S. court of appeals re-visited the case of whether a lower court's revocation of a key environmental permit for the Dakota Access Pipeline was lawful. The lower court cited…

Nick Hillman

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Blog Oil & Gas

November 6, 2020

Record Appalachia Production Decimates Southwest PA Basis

Dominion South Basis (DomS) has come under extreme pressure following a sharp rise in Appalachia gas output. Prompt-month DomS basis has dropped by about 75c to -$1.231 since late October.…

Jay Stevens

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November 6, 2020

With Election Results All But Decided, Additional Fiscal Stimulus Remains Uncertain

Democrat and former Senator and Vice President Joe Biden looks as if he has the advantage in reaching the 270 Electoral College votes required to become the next President of…

Rob Sabo

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