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... and you’d be right, most of the time. But sometimes — like over the past few months — there can be a disconnect. ...
Todd Root - Published May 1, 2023
... owner of RIPET. As the old saying goes, nothing succeeds like success, and this is what may have motivated AltaGas and ... the option of two single-year extensions. As far as we can tell, this is the first time that AltaGas has made specific ...
Martin King - Published June 7, 2023
... season from November 2019 through March 2020. Just like the poor showing that Lower-48 gas demand had this past ... the two previous winters of 2017-18 and 2018-19. But just like in the U.S., February and March is where demand posted ... the Canadian market. Finally, what can all this analysis tell us about the pressures facing Canadian natural gas ...
Martin King - Published April 13, 2020
... and refiners in the second half of 2020 and beyond. Like many a 25-year-old guy or gal eager to head out with ... for tacos and beers, U.S. producers and refiners would like nothing more than for life to get back to normal — the ... got worse, of course. As crude-market folks will surely tell their grandchildren someday, WTI traded at a negative ...
Housley Carr - Published July 12, 2020
... barrel and is almost always cheaper than refined products like diesel. Since the IMO regulatory change on January 1 ... by low demand overseas, and less obvious alternatives like blending ULSD into VLSFO aren’t having a material ... cold winter in the Northeast will help, only time will tell. For the moment, it seems that refiners, like many other ...
Sandy Fielden - Published October 26, 2020
... over the country. So let’s get into the specifics. Like any good New Year’s top ten list, we’ll start at ... . Gas producer hope springs eternal, but it looks like 2013 will be another year below $4.00 for most of the ... impending decline in crude oil drilling activity. Just like the relationship between natural gas rig count and ...
Rusty Braziel - Published January 2, 2013
... that we’ve described in blogs over the past few months, like petrochemical margins or frac spreads. We show blocks ... graph going back a year. You can see what that looks like below. (click on image to expand) The yearly perspective ... things were one year ago, and what has happened since. Like the postage stamp snapshots, you can mouse over the ...
Rusty Braziel - Published December 25, 2012
Sheetal Nasta - Published November 10, 2019
... exports were running at all-time highs, and it looked like stocks could be depleted at record rates. We were ...
Rusty Braziel - Published January 26, 2021
... “People were full-on skiing on RM 2222. It was like the Winter Olympics out here.” To state the obvious, ... just are not equipped to deal with an Arctic outbreak like this. With domestic production curtailed, imports from ... producers and pipeline operators in northerly regions like the Bakken plan for these types of issues — they ...
Sheetal Nasta - Published February 16, 2021
... to electric vehicles, or switching to alternative fuels like hydrogen. But amid all the talk about the evolution to a ... to yield at least 95% ethanol. (If that sounds to you like the process to make moonshine whisky, you wouldn’t be ... Prices Since 2011. Source: Bloomberg What does all this tell us? In 2015-19 (pre-COVID), corn as a feedstock, on a ...
Jason Lindquist - Published November 18, 2021
Tom Biracree - Published May 24, 2023
... become an important issue in certain regional markets like the Marcellus/Utica and the Bakken. The natural gas ... is that condensates will trade on component yield (like NGL y-grade) and differentials to marker crudes, not as segregated grades with outright prices like WTI or LLS. Production growth is coming on fast, but not ...
Rusty Braziel - Published January 1, 2014
... guys who screw up and would love to pick up a phone and tell their significant other that they could have done ...
Robert Auers - Published August 14, 2022
... that they are more expensive than US domestic grades like the benchmark West Texas Intermediate (WTI). In November ... Although it is easier said than done, the way for refiners like PBF to beat the odds is to secure crude supplies at low ...
Sandy Fielden - Published December 10, 2012
... of return are bringing producers to profitable shale plays like bees to a honey pot. Among the keys to those attractive ... a lot easier to look at curves on a chart after the event, like those we have just discussed, than it is to actually ... using sophisticated computer models and as you can tell from the following description, is guaranteed to send a ...
Eric Penner - Published September 5, 2013
... the longer term should dodge any big differential blowouts like those seen in 2012 and 2014. But in the meantime, ...
Housley Carr - Published March 25, 2018
... export flows to Mexico in recent months have been a bit like turning the crank on a jack-in-the-box — pipeline ...
Sheetal Nasta - Published July 25, 2018
... frac spread history lesson to explain what the measure can tell us about cycles in the natural gas and NGL markets, and ... rejection volumes and recalculate the percentages. But like most things with NGLs, it is not so simple. We’ll ... but the costs of getting that ethane to market are high (like ethane out of the Bakken, for example), that means that ...
Rusty Braziel - Published February 20, 2020
... without electricity for an hour or two at a time — but tell that to the manager of an affected factory, Home Depot, ... is invaluable to power planners, especially in a state like California that has significantly increased the role of ... are planned. That could lead to more situations like the extended heat wave in mid-August, when ...
Housley Carr - Published September 23, 2020