LNG | AEGIS Hedging Solutions, LLC

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

Love0

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

Love0

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

Love0

Blog

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

Love0

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

Love0

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

Love0

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

Love0

Blog Natural Gas

May 29, 2020

U.S. LNG Cancellations Mount, Keep Pressure on Summer Gas Prices

As global demand for LNG struggles, U.S. liquefied natural gas producers face a wave of cargo loading cancellations. Global natural gas stockpiles are growing as demand suffers from the viral…

Jay Stevens

Love0