Search
Search Results
... finally going to happen! Without major fanfare, Plains All American and Marathon Petroleum announced earlier this ... Western Canada and the Bakken — they simply didn’t need Capline’s northbound flows as much as they used to. ... in October 2017 launched a non-binding open season to get an early read on shipper interest in a possible reversal ...
Housley Carr - Published August 15, 2019
... Washington State and Oregon — is finally poised to get a second marine terminal dedicated to loading propane and ... net LPG exporter for decades, but so far there’s been no need to track propane/butane-laden ships leaving Canadian ports because all of the LPG that leaves the country heads south to the ...
Housley Carr - Published June 21, 2017
... the old order with the new is taking time. But the need for new infrastructure is evident. Today, we continue ... Mexico’s Comisión Reguladora de Energía (CRE) hopes to get the Pemex auction process back on track in 2018, and has ... the site to receive unit trains. That’s most (but not all) of what’s in place or planned along the KCS system. In ...
Housley Carr - Published January 28, 2018
... in some parts of the world, where less complex refineries need an increasing proportion of sweet, low-sulfur crude — ... customers (mercaptans and iron and sulfur, oh my!). All of which ultimately is manifest in the prices marketers get for the crude — which is why we’ve seen, for example, ...
David Braziel - Published August 17, 2022
... When it comes to crude oil, the Permian Basin seems to get just about all the attention and what’s left goes mostly to the ... in the DJ than those Noble Energy assets. First, we need to look at Civitas Resources, a DJ Basin native with a ...
Housley Carr - Published September 22, 2024
... impacted the price that Uinta producers could expect to get if they could ship their crude all the way to the Gulf Coast rather than selling to local ... to overcome – by producers and refiners. Refiners also need to get more comfortable with handling waxy crudes – ...
Sandy Fielden - Published September 16, 2013
... in Quebec. Well, a lot has happened since then, so we need to catch up and more fully review the refineries that ... most of 2020 explain the large year-on-year drop. We’ll get to more details shortly. Let’s continue our review by ... bar segments) went from near zero to nearly one-third of all crude inputs thanks to greater access for Western ...
Martin King - Published February 25, 2021
... not been such a good summer for basis – the price they get for their gas versus the benchmark at Henry Hub, LA. ... differentials in the Appalachian Mountains hopping around all over the place? Today we look into why some Northeast ... 1 , Part 2 , Part 3 , Part 4 and Part 5 ). But even with all the infrastructure that has been built and will be coming ...
Andrew Bradford - Published July 29, 2014
... or worse than consensus expectations. The first glimpse we get is their just-release 2021 Midstream Guidance Outlook – ... oil pipeline overbuilds and Permian production to the need for more natural gas supply rationalization as supply at ... gas in most crude oil-focused plays. Second, that the all-important Permian Basin will buck the aforementioned ...
Housley Carr - Published December 2, 2020
... May 2015 there was still not enough capacity available to get all North Dakota’s crude to market by pipeline. That ... pipeline capacity by 2017 for Bakken shippers to no longer need CBR. In Part 2 we compared Bakken producer netbacks – ...
Sandy Fielden - Published August 9, 2015
... for a total of 483 Mb/d (red oval). We should note that all of Cenovus’s heavy crude oil production is bitumen, ... My Diluent for our latest on the Canadian diluent market). All but 30 Mb/d of Husky’s heavy crude production is also ... be destined to leave Canada for the U.S., but does not need diluent to be added to it for transfer by pipeline. The ...
Amy Kalt - Published November 10, 2020
... for a total of 483 Mb/d (red oval). We should note that all of Cenovus’s heavy crude oil production is bitumen, ... My Diluent for our latest on the Canadian diluent market). All but 30 Mb/d of Husky’s heavy crude production is also ... would still be destined to leave the U.S., but does not need diluent to be added to it for transfer by pipeline. The ...
Amy Kalt - Published November 26, 2020
... is the lack of adequate pipeline infrastructure to get crudes beyond the Cushing hub to the Gulf Coast. The ... as the minimum constant dollar price required to recover all capital expenditures, operating costs, royalties, and ... where the supply costs exceeded $64/Bbl and that covers all the standalone mining and any of the SAGD between $64/Bbl ...
Sandy Fielden - Published June 25, 2012
... This happened even as other regions recorded triple-digit, all-time high prices. Today, we examine how Appalachia ... gas trades anywhere in the U.S. Prices in Texas didn’t get quite that high, but they set their own records, with the ... far in 2021. How bad could it get? To understand that, we need to delve into the details of pipeline takeaway capacity ...
Sheetal Nasta - Published March 9, 2021
... Hot off the presses. You can go to thedominoeffect.com to get a preview, or go straight to Amazon. ... capitalization) as of December 18, 2015. These are nearly all oil and gas midstream and logistics companies – with ... at best – jeopardizing even contracted MLP revenues. All these concerns have led to much industry gnashing of ...
Sandy Fielden - Published January 13, 2016
... determine the net impact on price. Each morning we take all the latest iterations of the raw fundamental data, ... the answer – a snapshot price outlook. Today we’ll get into the specific features of the report and what they ... upside. NATGAS Billboard: Natural Gas Outlook What you need to know about natural gas prices - EACH DAY! ...
Sheetal Nasta - Published February 3, 2016
... or three-quarters of capacity. As we said last time, not all U.S. conde ends up at splitters. Some is blended with ... (Other factors are at play in the Permian too, as we’ll get to in a moment.) Figure 2 shows our Growth Scenario-based ... of the Permian. The implication is that more conde will need to move out of the Delaware Basin as a neat stream, ...
Housley Carr - Published December 17, 2017
... 2011 before skyrocketing in 2012. The daily ratio hit its all-time high of 53.6X on April 19, 2012. As gas production ... such a high ratio mean for the markets? First of all, we need to look past what is, at least so far, a short-term blip ... from associated gas, it is unlikely that NGL prices will get much of a kick from higher crude prices. But NGL ...
Rusty Braziel - Published January 5, 2020
... of the Mississippi River the following year. (As we’ll get to in a moment, that timeline turned out to be ... cracker and two 1 million MT/year HDPE units — all the largest in the U.S. — with startup slated for 2026. ... surely serves as a reminder of the perseverance developers need to see a project through to completion. “He Is Not ...
... in the form of LNG were a footnote in the market. But that all changed in 2016. In February of that year, the first ... whose power generation market seemed to have an insatiable need for additional U.S. gas supplies. From only 0.9 Bcf/d in ... (line with blue circles in Figure 3 below), with almost all of that volume coming from the Permian and Eagle Ford ...
Jason Lindquist - Published September 22, 2025