LNG | AEGIS Hedging Solutions, LLC

January 15, 2021

Record High LNG Prices In Asia and Eye-Popping Shipping Costs

Liquefied natural gas prices in Asia have hit new records on heating demand, power demand, and high shipping costs. Do you need to book an LNG vessel? Well, you are…

Jay Stevens

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Blog Oil & Gas

October 30, 2020

With a Little Help from LNG, We Could Be in Store for a Very Tight Winter

With the recent moves in LNG, we decided to change a few assumptions in our proprietary supply and demand model. If LNG maintains recent rates, the extra demand would easily…

Nick Hillman

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Blog Oil & Gas

October 29, 2020

Rare Early Natural Gas Withdrawals Expected

Natural gas withdrawals, which typically begin in mid-November in the U.S., are likely to begin about two weeks early this year. Implied daily gas-storage changes over the past week have…

Jay Stevens

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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

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…

Nick Hillman

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Blog Natural Gas

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…

Nick Hillman

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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,…

Nick Hillman

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Blog Natural Gas

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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Blog Natural Gas

June 19, 2020

Record High European Gas Storage Remains A Blockade for U.S. LNG

Europe is awash in natural gas. As a major destination of U.S. LNG exports, its problems are the U.S. LNG exporters’ problems. Global gas demand loss, brought on by the…

Jay Stevens

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Blog Natural Gas

June 5, 2020

LNG Flows Rebound from One-Year Lows

Lower global demand has hit LNG producers hard over the past few months. Natural gas demand from LNG facilities peaked near 10 Bcf/d in late March, only to fall to…

Jay Stevens

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