Oil & Gas | AEGIS Hedging Solutions, LLC

Blog Oil & Gas

October 16, 2020

Oil Bulls May Need Patience

Crude oil prices in 2021 face an uphill battle with demand forecast to improve gradually and OPEC holding plenty of dry powder Our view on crude oil prices is neutral…

Jay Stevens

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Blog Oil & Gas

October 9, 2020

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

Unplanned maintenance on El Paso Natural Gas (EPNG) and Transwestern Pipeline have pressured cash and prompt Permian gas prices. Waha cash prices plummeted into negative territory on October 5, the…

Jay Stevens

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Blog Oil & Gas

October 9, 2020

AEGIS Fundamental Webcast

Our experts provided clarity on the winter outlook for natural gas and how things could go wrong, discussed hedging methods that mitigate against the oil demand uncertainty, and addressed recent…

Jay Stevens

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Blog Oil & Gas

October 9, 2020

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

AEGIS: The supply increase would be mistimed if global demand growth stalls. The timing of supply increases is not the factor to watch for 2022; focus on total demand growth…

Matt Marshall

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Oil & Gas

October 2, 2020

Propane Prices Face Limits Despite Lower Production

Lower natural gas production could mean a tighter propane balance this winter. However, there are headwinds that could limit a higher price outlook past the next five-months. Pre-Covid, propane production…

Jay Stevens

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Oil & Gas Uncategorized

September 29, 2020

Gas Drops More Than 25c; Winter Lower, Too

Weather turned milder, and spreads pulled down 2021 values. Earlier this morning, November natural gas had dropped to below $2.55/MMBtu, a day-over-day decline of 25c. The selling began before 8:00…

Nick Hillman

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Blog Oil & Gas

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 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 Oil Oil & Gas

September 4, 2020

Oil and Gas Production Could Grow in 2022 with Moderate Price Increase

Gas production could rebound if WTI reaches $50, but not right away. Both U.S. gas production and U.S. oil production could see little change in 2021 at current forward prices.…

Matt Marshall

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