natural gas | AEGIS Hedging Solutions, LLC

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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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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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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November 13, 2020

CIG Gas Basis Follows Midwest Prices Lower

A decline in Chicago gas basis this month has rippled through the Rockies and Midcontinent. Colorado Interstate Gas (CIG) prices have fallen about 20c since a peak of -$0.025 only…

Jay Stevens

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November 6, 2020

Uncertainty Clouds Dakota Access Pipeline Outlook

The U.S. court of appeals re-visited the case of whether a lower court's revocation of a key environmental permit for the Dakota Access Pipeline was lawful. The lower court cited…

Nick Hillman

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November 6, 2020

Record Appalachia Production Decimates Southwest PA Basis

Dominion South Basis (DomS) has come under extreme pressure following a sharp rise in Appalachia gas output. Prompt-month DomS basis has dropped by about 75c to -$1.231 since late October.…

Jay Stevens

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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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October 30, 2020

‘Red’ to ‘White’ Summer Spread Is Widest In A Decade

Hedging 2022 has become more burdensome for producers as the Summer 2022 to Summer 2021 spread is the widest two nearby summers’ prices have been in at least the last…

Jay Stevens

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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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