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... and provided Marcellus/Utica producers a reprieve from the all-too-familiar dynamic of capacity constraints and heavily ... incremental supply coming on over the next five years will need to find a way out of the region (much like it has needed ... it by late 2022/early 2023, even assuming MVP and ACP get built. That tells us that at least some additional ...
Sheetal Nasta - Published July 10, 2019
... play has really ramped up. In early February, in We Gotta Get Out of This Place , we looked at the latest machinations ... an expansion of the Magellan Midstream Partners/Plains All American BridgeTex Pipeline from Midland to Houston; EPIC ... month, on average — still more pipeline capacity will need to be added soon to avert another period of takeaway ...
Housley Carr - Published March 25, 2018
... EIA data available) to 398 Mb/d in 2019. But here we need a short diversion to get a little deeper into what the EIA’s data is telling us. The EIA’s finished fuel statistics don’t include all blendstock for oxygenate blending, or BOB, which is motor ...
Housley Carr - Published September 13, 2022
... by the end of the 2020s, but that scale-up would need to happen quickly for that to become a reality. ... of three large-scale CCS hubs being planned by Oxy, with all three sites targeted to be online by 2025. (A second hub ... approaching. How big could the carbon-capture industry get? We’ll look at that topic in the next blog in this ...
Jason Lindquist - Published May 22, 2022
... Point (NBP) once again had multiple days in a row of all-time high settlements, as the undersupplied market ... big question on everyone’s mind is how bad could this get? The answer of course is complicated and heavily ... typical output throughout the summer, which increased the need for gas-fired generation. This has put upward ...
Lindsay Schneider - Published October 3, 2021
... ethane and export facilities for both propane and ethane. All these projects were expected to take advantage of booming ... – sold as gas into the natural gas market (see Where Has All the Ethane Gone ). Midstream companies have invested ... complications for ethane (capacity constraints to get ethane supplies to the Gulf Coast), implications of lower ...
Sandy Fielden - Published June 14, 2015
... export facilities — mostly along the Gulf Coast — may need to be reworked for the second wave of projects now under ... and therefore fewer LNGCs would be required to shuttle it all around. That would enable the LNG shipping industry to ... efforts aimed at decarbonization — a paramount issue for all of us involved in traditional hydrocarbon markets. To ...
Richard Pratt - Published May 24, 2021
... Marcellus in northeastern Pennsylvania, the gas is almost all methane, with only minute volumes of NGLs and ... secondary concern — something to be dealt with and, if all goes well, something to goose profits, but not what gets ... concentrations of hydrogen sulfide and carbon dioxide that need to be removed before the associated gas can be piped to ...
Housley Carr - Published July 28, 2021
... there for that surplus gas? To understand that, we first need to take stock of existing capacity and flows. We’ve ... RBN Transco Transco, which extends from the Northeast all the way south into Texas, serves as the primary takeaway ... route, which is part of the Gulf corridor. (We’ll get to the 24-inch leg when we discuss the Midwest corridor ...
Sheetal Nasta - Published March 25, 2021
... aren’t going to happen until this time next year . With all that, you’ve gotta ask — as we do in today’s RBN ... Gas Storage Levels. Sources: EIA, RBN analysis Before we get to how the U.S. gas market might right itself — and it ... So, what’s next? Might prices improve? What would need to happen for Henry Hub gas prices to rebound anytime ...
Housley Carr - Published March 28, 2024
... aren’t going to happen until this time next year . With all that, you’ve gotta ask — as we do in today’s RBN ... Gas Storage Levels. Sources: EIA, RBN analysis Before we get to how the U.S. gas market might right itself — and it ... 2020. So, what’s next? Might prices improve? What would need to happen for Henry Hub gas prices to rebound anytime ...
Housley Carr - Published February 29, 2024
... and natural gas prices are weak. But things are about to get a lot better. Today we consider the currently low frac ... of natural gas processing margins—making that mistake is all too common. For one thing, the margin for any particular ... was made worse by a mild winter of 2011-12, which cut the need for propane heating, and by outages at some ...
Housley Carr - Published December 1, 2016
... assuming the necessary pipeline capacity will eventually get built. Instead, producers have demonstrated a willingness ... Before we get into the details of today’s blog, we need to let you know it is based on our latest Backstage Pass ... now is that with the exception of MVP, just about all of those expansions have either been canceled or ...
Sheetal Nasta - Published June 28, 2023
... U.S. To form an opinion of what ought to happen next, you need to understand the fundamentals of how RINs work in light ... is a market price set by the collective actions of all market participants as they make their individual decisions each day. All E10 blenders get the same per-gallon RIN revenue when they blend ethanol ...
George Hoekstra - Published July 28, 2022
... will disappear. At that point rail terminal operators need to diversify their business to survive. Today we look ... Coast region but deservse a mention somewhere. Thanks to all those members that sent in omissions and corrections to ... producers are generally expected to prefer pipelines to get their crude to Gulf Coast refineries. [The exception to ...
Sandy Fielden - Published April 23, 2013
... must maintain a buffer of tonnage in the Gulf of Mexico at all times. With more vessels treading water in the Gulf, that ... as Pakistan, India and Bangladesh from the spot market. All eyes will be focused on how Chinese energy demand ...
Richard Pratt - Published February 8, 2023
... US have ready access to existing pipeline infrastructure (all were initially developed as LNG import facilities), most export projects along the BC Coast would need new or expanded pipelines to connect with gas supplies. ... Pacific NorthWest LNG and Prince Rupert LNG together would get off the drawing board and export the equivalent of nearly ...
Housley Carr - Published December 9, 2014
... pipeline tie-in that will reduce crude-delivery costs. Now all we need is $60+/bbl oil. The Eaglebine is an “emerging” ... music superstar Waylon Jennings in 1977. A plea to “get back to the basics of love,” the song’s lyrics ...
Housley Carr - Published May 22, 2016
... and the economic incentive structure that justifies all those costs. The significant level of investment ... then there is an overbuild in the works by the time we get out to 2025. Even if we add in all the diesel demand in ... dedicated RIN blog but check out Money for Nothing if you need some background). The icing on top is the LCFS credit ...
David Braziel - Published September 29, 2021
... But while gas prices in Europe and Asia have been elevated all year, they have not been elevated evenly. The Asia-Europe ... future of LNG development. U.S. LNG production is at an all-time high, driven both by new terminals coming online and ... flexible nature of U.S. LNG contracts (see Just Can’t Get Enough, Part 2 ) and the Asia-Europe price spread. As ...
Lindsay Schneider - Published February 15, 2022