October 16, 2020
View this quick demo to see how our hedge management platform transforms the way you research, manage, and trade.
October 2, 2020
Propane Prices Face Limits Despite Lower Production
Lower natural gas production could mean a tighter propane balance this winter. However, there are headwinds that could limit a higher price outlook past the next five-months. Pre-Covid, propane production…
October 16, 2020
AEGIS Factor Matrices: Most important variables affecting oil prices
July 10, 2020
AEGIS Factor Matrices: Most important variables affecting oil & gas prices and interest rates
When prices move little, we are encouraged to keep our Factors unchanged. Still, a few are worth some attention. We still acknowledge the combination of OPEC+ Cuts, Production Decline, and…
June 26, 2020
AEGIS Factor Matrices: Most important variables affecting oil & gas prices and interest rates
Bearish Factors weighed on both oil and gas prices this week. COVID-19. Oil retreated this week after record surges in coronavirus cases in some of the U.S.’s largest states. The…
June 19, 2020
AEGIS Factor Matrices: Most important variables affecting oil & gas prices and interest rates
Oil price has moved higher as our identified bullish-side Factors have become more priced-in. In our view, further price improvements depend on how the demand side performs. OPEC+ Cuts. OPEC’s…
May 29, 2020
AEGIS Factor Matrices: Most important variables affecting oil & gas prices and interest rates
Oil prices have advanced, and perhaps too far. U.S. data shows that demand now exceeds supply if you don't include imports. Production shut-ins happened swiftly. Internationally, OPEC+ production likely peaked…
May 26, 2020
AEGIS Webcast – Market Fundamentals Discussion
Despite the recent rally, oil and gas price risk remains this summer. Natural gas will not be spared from this volatility, as gas prices have been highly responsive to oil…
May 15, 2020
AEGIS Factor Matrices: Most important variables affecting oil & gas prices and interest rates
Oil has rallied over the last week as additional production curtailments have been announced both by U.S. producers and members of OPEC. Additionally, commercial crude inventories reported a draw last…
May 8, 2020
AEGIS Factor Matrices: Most important variables affecting oil & gas prices and interest rates
Several previously-bullish factors have now become priced in, as both oil and gas prices have risen. We moved several factors downward to show how few bullish items remain, and it…
