In The News

S&P Global Platts - Pa. shale gas production flattens as drillers time the market, contain costs
Wednesday, 12/30/2020

December 17, 2020 – S&P Global Platts

Pa. shale gas production flattens as drillers time the market, contain costs

By Bill Holland

EQT Corp. and other producers have been turning their gas production on and off like a light switch, RBN Energy gas market analyst Sheetal Nasta wrote Dec. 14. In contrast to other analyses focused on benchmark spot and futures prices at Louisiana's Henry Hub, RBN said drillers seem to be timing their flows to prices inside Appalachia, specifically at Dominion South, a pricing...

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NGI - Permian Highway Start-Up Sending Natural Gas to Gulf Coast
Wednesday, 12/30/2020

December 7, 2020 – Natural Gas Intelligence

Permian Highway Start-Up Sending Natural Gas to Gulf Coast

By Leticia Gonzales

On the company’s third quarter 2020 earnings call, CEO Steven Kean said that although associated gas production in the Permian is expected to remain slow given the weak oil price environment, PHP’s in-service would not be to the detriment of Kinder’s other gas systems in the basin since most of the existing takeaway is under reservation, fee-based contracts.

RBN Energy LLC analyst Jason Ferguson said...

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BOE Report - Heavy discount widens modestly as supplies grow
Wednesday, 12/30/2020

December 2, 2020 – BOE Report

Heavy discount widens modestly as supplies grow

via Reuters

… Western Canada Select (WCS) heavy blend crude for January delivery in Hardisty, Alberta, traded at $12 per barrel below WTI, according to NE2 Canada Inc, wider than Tuesday’s settlement of $11.45 under.

Improving demand for heavy oil in the U.S. Gulf of Mexico has supported prices, but it will be slow to fully come back during the pandemic, said Martin King, senior analyst at RBN Energy. He added that with little Canadian crude...

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S&P Global Platts - LNG Project Tracker: Mexico terminal moves ahead as 2nd US wave flounders
Wednesday, 12/02/2020

November 25, 2020 – S&P Global Platts

LNG Project Tracker: Mexico terminal moves ahead as 2nd US wave flounders

By Corey Paul

… Global LNG demand has also rebounded significantly from the summer doldrums, when cancellations of U.S. LNG cargoes were widespread. Feedgas deliveries to the six U.S. LNG export terminals in operation have surged past 10 Bcf/d since then, exceeding the levels before the pandemic took hold.

But significant uncertainty remains over what the export dynamics will look like after the peak winter heating season....

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NGI - December Natural Gas Futures Fly Higher Following Storage Withdrawal; Spot Prices Falter
Wednesday, 12/02/2020

November 25, 2020 – Natural Gas Intelligence

December Natural Gas Futures Fly Higher Following Storage Withdrawal; Spot Prices Falter

By Kevin Dobbs

…While weather remains uncertain, analysts expect that the industry has now entered a sustainable withdrawal season.

RBN Energy LLC analyst Sheetal Nasta said lower production over the summer and early fall months, combined with a blast of cold in October that fueled early heating demand, helped the U.S. market avoid running out of underground storage capacity.

“It...

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