Import/Export Archives – AEGIS Hedging Solutions, LLC

February 5, 2021

OPEC Committee Discusses Policy As WTI Breaches $55/Bbl

The OPEC Joint Ministerial Monitoring Committee (JMCC) and Joint Technical Committee met this week to review global oil fundamentals and the best path to reduce global inventories. WTI was trading…

Nick Hillman

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November 6, 2020

Election-Risk Tracker: Biden vs Trump Effect on Energy Industry and Prices

Donald Trump and Joe Biden, the presumed presidential nominees, have remarkably different stances toward energy production and consumption, and the role of government in those trends. We identify issues that…

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Factor Matrix Natural Gas

April 16, 2021

AEGIS Factor Matrices: Most important variables affecting gas prices

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Factor Matrix Crude Oil

April 16, 2021

AEGIS Factor Matrices: Most important variables affecting oil prices

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Blog Natural Gas

September 4, 2020

GoM Producers, Refiners Look to Return to Normal Operations Following Hurricane Laura

U.S. production and refinery throughput along the U.S. Gulf Coast has climbed over the last week, as producers and refiners rush to return facilities shut during Hurricane Laura. According to…

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Blog Natural Gas

August 28, 2020

The Market Awaits News of Hurricane Laura’s Impact to U.S. Gulf Coast Oil & Gas Infrastructure

Many drilling platforms in the Gulf of Mexico were evacuated as Hurricane Laura approached. The category-4 hurricane brought devastating winds of up to 150 mph, prompting evacuations at upstream, midstream,…

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August 28, 2020

Return of Global Demand Sets The Stage for Recovery in U.S. LNG Exports

Only 10 U.S. LNG export cargoes are expected to be canceled in October. Cancellations may finally be easing as global demand shows signs of a recovery. A rally in global…

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August 14, 2020

U.S. LNG Export Capacity Continues to Grow

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…

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July 31, 2020

Nord Stream II nears completion; U.S. exports to Europe may be displaced

The Russia-to-Europe pipeline is expected to be completed between 4Q2020 and 1Q2021. U.S. LNG cargoes may face competition with the additional 5.3 Bcf/d of Russian capacity to Europe. In 2019,…

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July 10, 2020

EIA Lowers Gas Production, Price Forecast in July STEO Report

Dry gas production will be 10 Bcf/d below December 2019 levels (y-o-y) during this winter, per the forecast. The EIA foresees U.S. dry gas production falling through 2Q2021 to a…

Nick Hillman

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