Waha Archives &ndash; AEGIS Hedging Solutions, LLC

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October 23, 2020

Waha Daily Cash Prices Are Being Punished; Forward Prices Are Excellent

The vulnerability of the spot market shows why forward hedges are so necessary Waha gas this weekend is negative -49c, and it hasn’t been worth more than a dollar since…

Blog Natural Gas Popular

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

Blog Oil Popular

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…

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

July 24, 2020

Cal ‘21 Waha Basis Is Near Its Two-Year Best

Natural Gas prices in the Permian basin for Cal ‘21 have rallied substantially as gas production in the region has slumped. Time to take a look at adding hedges for…

Jay Stevens

June 12, 2020

Appalachia Basis in 2021 Is Losing When Henry Hub Rises

Higher NYMEX prices have led to weakened basis, likely because of anticipated production growth. Cal ’21 Dominion South basis has traded in a high negative correlation with Cal ’21 NYMEX…

June 12, 2020

Renewables to Displace 1 Bcf/d of Gas Demand in 2021

A huge build-out in wind and solar this year threatens power-generation demand. New wind farms will add 16 GW of capacity, and solar, 8 GW, compared to just 4 GW…

June 5, 2020

Is Waha Basis as Good as It Can Get? (Video)

It's a good time to hedge some Waha gas, as forward markets are near three-year highs. Waha basis has been better in the past, but the network of basis prices…

April 24, 2020

Kinder’s Permian Highway Pipeline Has Some Permits Rescinded

AEGIS View: If Permian Highway Pipeline is delayed, takers of Waha basis pricing should look at 1Q2021 hedges. Source article (opens in new tab): Permian Highway Pipeline Hits Roadblock As…