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October 16, 2020

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

Libyan daily oil production has climbed to 500 MBbl/d, from 150MBbl/d earlier this month, according to Bloomberg. The country’s largest oil field, The Sharara, lifted its force majeure on October…

Nick Hillman

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Blog Natural Gas Oil Oil & Gas

September 25, 2020

Dallas Fed: Activity, Optimism Rising Among Oil & Gas Producers

Oil and gas companies say operations are slowly ramping back up after reaching a bottom in 2Q2020, but rig counts will not significantly increase until West Texas Crude is more…

Nick Hillman

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Blog Natural Gas

September 22, 2020

Highly Unusual: Winter Gas Gains While October Melts?

On Monday, October gas gave up 21c, but the winter strip rose 5c. The odd behavior shows how the coming storage-withdrawal season (winter) is acting like a distinct market from…

Nick Hillman

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Blog Rates

September 18, 2020

Fed Fails to Deliver Ample Clarity to the Market

The substantial buildup in anticipation of this week’s Federal Open Market Committee (“FOMC”) two-day meeting and accompanying statement, along with Federal Reserve Chairman Jerome Powell’s press conference and Q&A session,…

Nick Hillman

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Blog Oil

September 18, 2020

Weaker Oil Curve Structure Incentivizes Contango Trade

More upward slope in the oil curve has again made storing crude at sea profitable for some. The use of so-called “floating storage” on large crude vessels comes amid swollen…

Jay Stevens

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Blog Natural Gas Oil & Gas

September 18, 2020

U.S. Gas Production Creeps Higher as Appalachian, Texas Output Rises

Output gains in the Northeast and Texas have helped U.S. gas production elevate from its lows reached in June. While still 6.1 Bcf/d removed from the high of 95.6 reached…

Nick Hillman

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Blog Natural Gas

September 18, 2020

When a $0.26 Drop in Gas Prices is Good News

On Thursday (September 17) this week, near-term gas prices took a dive, but 2021 held firm. The day started with disappointing weather forecasts. Then a surprisingly large build in natural…

Matt Marshall

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Blog Natural Gas

September 11, 2020

Mild Weather Could Thwart Otherwise Bullish Gas Fundamentals

Lower production and a return of LNG demand could lead to a tight market this winter, but weather still matters. We strived to use conservative estimates for each element of…

Matt Marshall

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Blog Natural Gas

September 11, 2020

Gas Production Is Unlikely To Break Out Without Oil’s Help

Reduced rig activity and producer CAPEX is likely to keep dry-gas production subdued over the next few years. Gas-directed shale plays could expand, but material growth in total Lower 48…

Jay Stevens

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Blog Natural Gas

September 11, 2020

EIA Makes Major Natural Gas Production Forecast Change For 2021

Government energy analysts increased their outlook for natural gas production versus last month’s estimate. The higher forecast reflects increased gas prices in the second half of 2020. In its monthly…

Jay Stevens

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