Liquefaction trains brought online by Cheniere, Freeport LNG, and Elba Island LNG have helped grow U.S. export capacity by nearly 1.5 Bcf/d this summer. Global LNG demand has been hit…
U.S. exports to Mexico have touched record highs multiple times over the last 30 days, as flows through the West Texas corridor have been buoyed by the completion of pipelines…
Unless production rises, next year's supply-demand balance should be at least as good as this year's. Haynesville and East Texas gas basis has moved higher – to a smaller discount…
Our models predict a small premium to Cushing, but only if bottlenecks don’t emerge. After a shake-up this spring, Midland’s price differential to Cushing (Mid-Cush) is back to its pre-March…
It's a good time to hedge some Waha gas, as forward markets are near three-year highs. Waha basis has been better in the past, but the network of basis prices…
Demand is still low, but shut-ins and reduced imports are rapidly solving the problem. Instead of a June problem with storage limits, we may have bought ourselves another month. Commercial…
Perhaps 25 LNG cargoes, originally expected for June loading in the US, may be canceled. We explore the market impact in this short video update. Summer prices have risen recently,…
AEGIS View: If Permian Highway Pipeline is delayed, takers of Waha basis pricing should look at 1Q2021 hedges. Source article (opens in new tab): Permian Highway Pipeline Hits Roadblock As…
Spot crude oil prices in the Bakken and Rockies lag behind Cushing, Midland, and Houston. The chart below shows various regional crude prices through April 21. Rockies and Bakken prices…