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... winter of 2017-18, from about 7.1 Bcf/d to 7.8 Bcf/d, but all spring it’s remained relatively flat, never averaging ... that producers, gas processors and midstream companies may need to consider if things get really tight. Permian takeaway constraints have been a ...
Housley Carr - Published June 19, 2018
... rate per barrel––would the pipeline developer need to charge to recover its costs and earn a reasonable ... miles long costing $990 million to build. Today, we get to the heart of the matter: What per-barrel rate needs to ... would want to work out representative numbers to fill in all those operating-cost blanks: the staffing of the ...
Rick Smead - Published September 27, 2016
... it would be foolhardy to make predictions now. After all, we’re in the midst of a chaotic energy transition, a ... in Washington and across the globe. Foolhardy? Nah. All we need to do is stick out our collective RBN necks one more ... Prognostications blogs, we needed all the help we could get to see into the future. And so we consulted the Chinese ...
Rusty Braziel - Published January 2, 2022
... shift to natural gas in the Aloha State. Backstage Pass Get Together Today! If you are a Backstage Pass subscriber, ... investing in it is if 1) there is a long-term, steady need for the LNG, and 2) you have optimized the economies of scale. As we said last time, with all those renewables coming online and with electric use per ...
Housley Carr - Published September 29, 2014
... Today we explore this process and what it takes to get condensates approved for export. The Condensate Export ... of information about exactly what was approved. After all, BIS did not release the approvals. The information ... much as you want. If you get an ECCN for crude oil, you need a license from BIS to make exports and – as the law ...
Sandy Fielden - Published August 7, 2014
... was Tad True, one of the most knowledgeable players in all things Bakken, VP of the True Companies and scion of the ... new pipeline projects (True/Butte, Enbridge, etc.) will get pipeline capacity to the point that it will be able to handle 100% of all production. It stays like that off-and-on for another ...
Rusty Braziel - Published May 20, 2012
... You are Invited to RBN’s First Backstage Pass Get Together! If you are a Backstage Pass subscriber, plan to ... more and more vocal that they’d like to see changes. All of this has come to a head over the last two years, and ... restricts their availability of supply right when they need it (this explanation doesn’t get a lot of sympathy on ...
Rick Smead - Published May 13, 2014
... back. Back to what we posted on January 2, 2020. Let’s get this out of the way up front. We did not forecast a ... So here’s our 2020 Prognostications report card. Like all good New Year’s Top 10 lists, we’ll start at #10 and ... no shortage of physical export takeaway capacity, and no need for any more offshore terminals ( in addition to LOOP ) ...
Rusty Braziel - Published December 31, 2020
... important characteristics must be an ability to deal with all the “what-ifs” that could otherwise lead to ... to Mont Belvieu, comes to mind) midstream companies need other ways to deal with all the NGLs still “coming ... shown to describe the basic concepts. We’ll get to the real infrastructure later in this blog. On the ...
Housley Carr - Published April 5, 2015
... linger about the possibility of a pipeline overbuild if all of the announced capacity gets built. Specifically, the market is weighing the need for the recently announced Liberty Pipeline and a DAPL ... and a number of legal hurdles had to be overcome to get it approved. We’ve talked to a number of folks who have ...
John Zanner - Published July 28, 2019
... and Canada. From Alberta, through the heart of the Bakken, all the way down to the Permian, pipeline projects are ... trader or refiner to make CBR work, a number of things need to fall into place. First and foremost, the price has to ... protective shell. And so, another rush was on to the get enough cars built or retrofitted to the HM-251 spec. And ...
John Zanner - Published November 14, 2018
... in 2018 and 2019 will be ethane production. Before we get into the details of ethane supply, demand and prices over ... Shell’s Deer Park unit, and Lyondell’s LaPorte plant (all in Texas) were also down for multiple months “thanks” ... are likely to be heading between now and 2023, we’ll need to go beyond the supply/demand balance and look at a ...
... for the energy transition. As we said in Part 1 , all the favored energy-transition technologies — solar, ... of critical minerals. First and foremost, governments need to base transition strategies on what could be ... support is more important than innovation (which we'll get to in a moment). China’s 80% global share of rare earth ...
Mark Mills - Published July 17, 2022
... past few days should keep winding down. But what are we all to make of what just happened? How could a state blessed ... outages that have crippled producers’ ability to get volumes to market. Today, we turn our attention to the ... more load. Today (Friday, 2/19), it’s likely that the need for blackouts will be reduced further. ERCOT said ...
Housley Carr - Published February 18, 2021
... commercial deals to the operational activity necessary to get the product moved from point A to point B. We talked ... tariff. Back in the olden days, noms and PTOs were all handled with faxes and a lot of clarifying phone calls. ... In other words, most anything a shipper would ever need to do on the system. And the system also helps keep ...
Callie Mitchell - Published August 29, 2012
... — and the markets that the new capacity accesses — are all-important factors. Today, we discuss the dynamics of how ... and producers would take a pricing hit as they struggle to get their barrels to market. If too much capacity is added ... be able to convince upstream players that they need committed pipeline space? Pipeline companies will have ...
John Zanner - Published December 25, 2017
... lowest cost producers, plays, or basins. More than ever we need to understand— really, truly, deeply —what LOEs are, ... with higher costs and focused on those with lower costs, all with the aim of surviving––even thriving––in ... LOE comparisons among various companies and get a good sense of where they stand. The catch is that, in ...
Donovan Schafer - Published November 24, 2016
... it would be foolhardy to make predictions now. After all, we’re in the midst of a chaotic energy transition, a ... in Washington and across the globe. Foolhardy? Nah. All we need to do is stick out our collective RBN necks one more ... Prognostications blogs, we needed all the help we could get to see into the future. And so we consulted the Chinese ...
Rusty Braziel - Published January 16, 2022
... the rate of decline is accelerating. That raises all-important questions of how low will production go, which ... most important question of all - how much will oil prices need to rise to reverse those declines? Understanding the ... the U.S. as a whole under various oil-price scenarios. To get from here to there, we need to understand three key ...
Housley Carr - Published March 28, 2016
... market fundamentals is what RBN’s School of Energy is all about. Did you miss our conference a few weeks back? Not ... School of Energy Online into five packages, so you can get only what you need. (A base package is included with any purchase.) ...
Rusty Braziel - Published December 10, 2019