Pipeline | AEGIS Hedging Solutions, LLC

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

Election-Risk Tracker: Biden vs Trump Effect on Energy Industry and Prices

Donald Trump and Joe Biden, the presumed presidential nominees, have remarkably different stances toward energy production and consumption, and the role of government in those trends. We identify issues that…

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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August 13, 2020

US Exports to Mexico Reach Record-Highs; “Wahalajara” System Nears Commercial Operations

U.S. exports to Mexico have touched record highs multiple times over the last 30 days, as flows through the West Texas corridor have been buoyed by the completion of pipelines…

Nick Hillman

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July 31, 2020

Midland Differentials Are Back to Normal, but Some Risk Remains

Our models predict a small premium to Cushing, but only if bottlenecks don’t emerge. After a shake-up this spring, Midland’s price differential to Cushing (Mid-Cush) is back to its pre-March…

Matt Marshall

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Blog Natural Gas Oil

July 31, 2020

Most of Bakken Oil Shut-ins Have Returned

Our analysis of gas pipeline flows shows oil production may be 1.3 MMBbl/d, up from 0.8 MMBbl/d Natural gas pipelines gather nominations data multiple times per day, and recent nominations…

Matt Marshall

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July 24, 2020

Kinder Morgan: Early 2021 In-service For Permian Highway Pipeline

The pipeline builder said it expects PHP to be fully in service in early 2021, despite permitting delays and the current pandemic environment. The Permian Highway Pipeline (PHP) will add another…

Jay Stevens

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July 15, 2020

Dakota Access Pipeline May Continue Operations After Appeals-Court Stay on Shut-down Ruling

Price impact on Bakken and Rockies differentials may be on hold. Source article (opens in new tab): Dakota Access pipeline can keep running amid legal fight: U.S. court A federal…

Matt Marshall

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June 16, 2020

Atlantic Coast Pipeline Back on Track With Supreme Court Ruling

A major hurdle stopping progress on the Atlantic Coast Pipeline (ACP) was removed on June 15 in a 7-2 Supreme Court decision. Appalachia gas basis may see some support after…

Matt Marshall

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