natural gas Archives – AEGIS Hedging Solutions, LLC

April 9, 2021

Waha Basis Summer Contracts Best Since 2016

Natural gas prices in the Permian basin have continued to improve as demand markets in Texas and on the West Coast compete for molecules. Waha basis for Summer 2021 moved…

Jay Stevens

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Factor Matrix Metals

April 7, 2021

AEGIS Factor Matrices: Most important variables affecting metals prices

Base metal prices continue their upward trajectory. Meanwhile, we have identified several potentially bullish items (and a few bearish items) related to growing demand and rising supply-chain costs. Metals Factors…

Aegis Energy

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Blog Oil & Gas

March 19, 2021

Two Haynesville Area Pipeline Projects Due in 2021

The Haynesville Shale play that straddles East Texas and Northwest Louisiana will soon welcome new infrastructure projects to transport natural gas to ever-growing demand markets. Two projects are due online…

Jay Stevens

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Blog Oil & Gas Refined Products

February 26, 2021

2021 Gas Market Is Least Supplied of Last Four Years

This year’s gas market may be tighter than many realize. So far this winter, we have been depleting inventories at a rapid clip, despite the mild weather in November through…

Nick Hillman

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Blog Oil & Gas

February 12, 2021

Frigid Temperatures Cause 5 Bcf/d of Freeze-offs

Widespread cold throughout most of the central U.S. has caused freeze-offs at the wellhead. The sharp drop in production totaled over 5 Bcf/d as of February 12 versus the previous…

Jay Stevens

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Blog Oil & Gas

February 10, 2021

2021 Natural Gas Prices Rally in February as Market Looks Past Winter

In the first six trading days of this month, Mar-Dec 2021 (“Bal 2021”) NG prices have rallied $0.24 (9%) to $2.98/MMBtu. AEGIS continues to recommend structures with upside (puts, collars)…

Rishi Sahay

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Blog Oil & Gas

January 21, 2021

Another Setback for Mountain Valley Pipeline: Northeast Basis Prices React in 2022+

A surprising split vote by FERC on Tuesday further pushes out the likely start date of the 2.0 Bcf/d outbound pipeline from West Virginia beyond 2021On Tuesday, the Mountain Valley Pipeline (MVP) suffered…

Rishi Sahay

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Blog Oil & Gas

January 15, 2021

Natural Gas Supply-Demand in 2021: EIA’s STEO Report Underscores a Tightening Ahead

U.S. Energy Information Administration (EIA) forecasts much higher natural gas prices will be required to keep the market in balance.Let’s take “stock” of where we are with the gas storage…

Rishi Sahay

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Blog Natural Gas Oil & Gas

December 4, 2020

Haynesville Production and Activity Are Increasing

Despite a 22% year-over-year decrease in rigs operating, more wells are being completed, and production is rising across the Haynesville area of East Texas and Louisiana. Production readings from gas-pipeline…

Nick Hillman

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Blog Oil & Gas

December 3, 2020

Weather Has Stymied the Gas Bulls

Early "winter" weather has been disappointing for those with a bullish point of view. Gas prices have cratered since the October highs. Gas prices are heavily influenced by weather during…

Jay Stevens

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