Competitive Marketing Intelligence | Crayon
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

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  • Transco Null Point Rambles South
    There is a lot of irony in the U.S. natural gas market these days – just as ET Rover is expected to bring the first greenfield pipeline capacity to debottleneck Appalachia later this year, gas production is revising higher in the SCOOP/STACK and Permian to the point where greenfield pipes are being proposed to address … Continue reading "Transco Null Point Rambles South" The post Transco Null Poin...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Extending OPEC Cuts, Saudi Caught Between a Rock and a Hard Place
    Discussions of extending OPEC cuts through March 2018 have buoyed oil prices and moved June 2017 WTI futures up by over $4.00/bbl to $50.57/bbl.  However, despite price support this summer in anticipation of extended cuts, the market remains concerned about the global supply and demand outlook post an OPEC rebound, with $1.00/bbl of backwardation in … Continue reading "Extending OPEC Cuts, Saudi C...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Graveyard of Forgotten Plays
    As the market’s attention is laser focused on the latest updates from the Permian, STACK/SCOOP, Haynesville and Utica, one might occasionally wonder what happened to some of the other plays across the US that were once buzzed about.  Today, we take a look back two of the ‘has beens’, the Barnett and Mississippi Lime, to … Continue reading "Graveyard of Forgotten Plays" The post Graveyard of Forgot...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Where is all the Permian Gas?
    First quarter earnings are in and the general sentiment to start off 2017 is that production growth is back. Specifically, players in the Permian are highlighting growth targets for the year, including Concho Resources (NYSE: CXO) at 21-25% growth, Pioneer (NYSE: PXD) at over 15% growth and EOG Resources (NYSE: EOG) at 18% growth this … Continue reading "Where is all the Permian Gas?" The post Whe...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • A Look at How LNG Has Juiced Natural Gas Demand
    I spoke at a natural gas conference this week in Houston and had an end user approach me and ask why is Henry Hub pricing with relative strength at over $3/MMBTU during the spring shoulder season when utility and power demand typically see seasonal declines.  While there is a whole supply story of how natural … Continue reading "A Look at How LNG Has Juiced Natural Gas Demand" The post A Look at H...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • In Search of Gas: Cove Point and the Atlantic Seaboard
    On April 7, 2017, Dominion’s Cove Point LNG terminal received FERC approval to begin accepting fuel gas into their Maryland facility. No doubt this is an important step in the process of bringing online its liquefaction capabilities and with it 700 MMcf/d of new demand to the Atlantic Seaboard. Cove Point’s gas was originally slated … Continue reading "In Search of Gas: Cove Point and the Atlantic...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • DJ Basin Economics Continue To Show Improvement
    BTU Analytics has spent a large amount of time and effort looking at returns and breakevens of individual wells across the country. The economics of an individual basin is an important metric when determining how oil and gas plays stack up against one another. However, another important metric is how those economics have been changing … Continue reading "DJ Basin Economics Continue To Show Improve...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Gas & Renewables Drive US Decarbonization Trends
    At BTU Analytics we write many Energy Market Commentary (EMC) pieces on detailed production results in specific plays, today this post will back-off and look at larger trends in the energy markets – specifically how gas and renewables drive US decarbonization trends.  First in this post we will look at world fuel consumption compared to US … Continue reading "Gas & Renewables Drive US Decarbonizat...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

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  • Could Permian Shut-ins Be Ahead?
    Permian natural gas volumes continue to grow and the impacts are being felt across the Western US gas market as natural gas prices relative to Henry Hub weaken. April cash prices averaged $0.30 below Henry Hub for Permian and Oklahoma producers while Rockies producers have averaged $0.37 below Henry Hub pricing this month, trading at … Continue reading "Could Permian Shut-ins Be Ahead?" The post C...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • DAPL Completion Good for Bakken Netbacks
    In anticipation of starting interstate service on May 14, Dakota Access Pipeline (DAPL) filed tariff rates with FERC to transport crude from various origin points in the Williston to Patoka, IL or Nederland, TX.  The 470 Mb/d of initial capacity provided by the pipeline is enough to move almost all of the remaining rail volumes … Continue reading "DAPL Completion Good for Bakken Netbacks" The post...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Trouble In The West
    In a recent Energy Market Commentary piece, BTU covered California natural gas demand destruction from increasing renewable energy growth. Strong showings from both Hydro and Solar power generation have driven natural gas demand to a 5-year low in CA, causing effects that will be felt through all the gas markets in the West. Associated gas … Continue reading "Trouble In The West" The post Trouble ...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Rockies Natural Gas Producers Search for a Niche
    Last week Ultra Petroleum (Nasdaq: UPL) emerged from bankruptcy. Ultra Petroleum was on top of the independent E&P world a decade ago, prior to the US shale boom.  The company stood as the low cost natural gas producer in the Rockies, awaiting new pipeline capacity to connect the company’s resources with large demand markets elsewhere.  … Continue reading "Rockies Natural Gas Producers Search for ...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Utica Producers Gearing Up for Rover?
    Having completed tree felling in Ohio by March 31, Energy Transfer’s Rover pipeline is back on track for partial in-service by July and completion by November. With several additional pipeline projects slated to increase regional takeaway, it looks like Marcellus and Utica producers will get their long-awaited wish of additional pipes out of the region. … Continue reading "Utica Producers Gearing ...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Permian Efficiencies: 3 Charts that Make Other Producers Squirm
    With today’s market commentary on Permian efficiencies we’re trying something new.  We’ll let these charts do most of the talking. Average IP rates in the Permian continue to rise significantly. At the same time, drilling and completion costs have been moving in the opposite direction, hitting cycle lows in 2016. As a result, the Midland and … Continue reading "Permian Efficiencies: 3 Charts that ...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Fossil Fuel Free California
    The relentless push for a ‘fossil fuel free California’ continues and this year it is compliments of strong winter precipitation resulting in already strong hydro runs in combination with continued solar development resulting in lower gas deliveries this winter into California compared to other recent winters.  As the map below shows, the U.S. Southwest has … Continue reading "Fossil Fuel Free Cal...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • The Market for Rockies Gas
    Rockies gas basis and flows could be on the precipice of a significant shakeup.  Permian activity continues to heat up and large pipeline projects (i.e. Rover) connecting Northeast supply to the rest of the country are imminent. Between 2005 and 2008, Rockies gas production grew from 8 Bcf/d to almost 12 Bcf/d and rivaled other major … Continue reading "The Market for Rockies Gas" The post The Mar...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • How Does BTU Analyze the Northeast?
    When discussing natural gas, inevitably the conversation will gravitate towards the Northeast, the Marcellus and Utica, and where one’s thoughts lie around the plethora of opportunities (see: challenges) in producing and selling gas within and around the region.  When does Rover come online, will new pipelines fill quickly or over time, what type curve should … Continue reading "How Does BTU Analy...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Permian Acquisitions – Which Private Producer is Next?
    The number of large private producers in the Permian basin has dwindled as acreage acquisition appetite has proved insatiable over the last six months.  The latest in a string of Permian acquisitions is Marathon Oil’s (NYSE: MRO) purchase of 21,000 net acres from Black Mountain Oil & Gas and other private sellers announced today, a bolt-on to … Continue reading "Permian Acquisitions – Which Privat...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • TransCanada Mainline Tariff – Securing Market Share to Dawn
    Back in October 2016, TransCanada held an unsuccessful open season for a lowered Mainline toll rate delivering Western Canadian natural gas to Dawn hub. TransCanada has since altered their service terms for a second attempt, and in recent weeks was successful in securing 1.4 Bcf/d in commitments. With a scheduled in-service of November 2017, the … Continue reading "TransCanada Mainline Tariff – Se...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Can Deepwater Gulf of Mexico Economics Sustain Growing Production?
    In addition to resurgent growth in shale plays such as the Permian, BTU Analytics is forecasting continued growth in the Deepwater Gulf through 2020. The region currently supplies 15% of daily U.S. oil production, more than the Eagle Ford or Bakken, and is expected to remain just as relevant by 2020. Considering the region’s significant … Continue reading "Can Deepwater Gulf of Mexico Economics Su...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Drilling Activity: How Much Does the Market Need?
    It has been hard not to take note of the growing rig counts across the country. Ever since hitting the bottom in July 2016, drilling activity has slowly, but steadily climbed. Growing drilling activity begs the question, how much more activity is needed to add to natural gas production to satisfy growing US demand? Let’s approach … Continue reading "Drilling Activity: How Much Does the Market Need...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Trends in US Shale Breakeven Prices
    Given the current commodity price environment, there has been a recent focus on the economics of US shale production. Understanding the value of acreage in different parts of the country, and determining the price at which producing from a given well economically makes sense, are some of the market’s big questions. In the E&P Positioning Report, … Continue reading "Trends in US Shale Breakeven Pri...
  • Just How Big Is the Permian Basin?
    The Permian Basin gets all the headlines these days, and it’s all about stacked pay opportunities across the cores of the Delaware and Midland Basins.  Acreage valuations have gone sky high and now concerns are emerging about oil and gas infrastructure and whether all of the basin’s operators can execute their drilling plans.  With the frothiness … Continue reading "Just How Big Is the Permian Bas...
  • Hedging their bets? Update on Northeast Producer Hedging
    Earnings season has given us an updated look at producer hedges for 2017. Since the Marcellus and Utica will drive the majority of natural gas production activity in 2017, we focused in on how Northeast producer hedging has trended for key producers in the region. The figure below shows that most of the top Northeast … Continue reading "Hedging their bets? Update on Northeast Producer Hedging" The...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Will Eagle Ford Activity Rebound Drive Growth in 2017?
    Despite favorable economics for many pockets of the Eagle Ford, the rebound in Eagle Ford activity remains muted compared to its neighbor, the Permian Basin.  Current horizontal rig count is at 65, which is still a mere fraction of the over 230 horizontal rigs that were running in the region in late 2014. The Eagle Ford is … Continue reading "Will Eagle Ford Activity Rebound Drive Growth in 2017?"...
  • Alpine High – Good Play Poor Timing?
    Production growth out of the Permian in 2017 and 2018 is coming, and BTU Analytics has previously highlighted the impact to crude oil markets and oil related infrastructure. But how does a major new gas play in the Permian fit in the mix? The first set of Apache’s wells from the previously announced Alpine High play … Continue reading "Alpine High – Good Play Poor Timing?" The post Alpine High – G...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • DUCs Are Done, But PUCs on Horizon?
    Over the past two years BTU Analytics has written extensively about DUCs or drilled but uncompleted wells, with our first energy market commentary on the topic posted all the way back in January of 2015. But over the past several months, we’ve been telling our clients that the market impact of DUCs is essentially done, and the … Continue reading "DUCs Are Done, But PUCs on Horizon?" The post DUCs ...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Lots of Pipe, Not Much Demand: 2017 Mexican Natural Gas Exports
    Mexican natural gas exports continue to set up for growth in 2017 and beyond as a wave of new pipelines and power plants projects come to market. By the end of 2017, twelve new natural gas pipelines are expected to be placed in service, facilitating natural gas export growth and providing increased interconnectivity for the Mexican … Continue reading "Lots of Pipe, Not Much Demand: 2017 Mexican Na...
  • Rover’s Notice to Proceed: Time to Unleash the Northeast?
    It has been a long time in coming, but yesterday afternoon FERC issued Energy Transfer’s Rover much needed Notice to Proceed (NTP), which allows Rover to begin clearing trees. With the end of Rover’s tree clearing window looming on March 31, 2017, the question remains: does 45 days provide Rover enough time to clear the … Continue reading "Rover’s Notice to Proceed: Time to Unleash the Northeast?"...
  • EQT Marcellus Acquisition Adds 53k Acres
    EQT Corporation (NYSE:EQT) announced last week that the company was the winning bidder in a bankruptcy auction for 53,400 Marcellus acres previously held by Stone Energy. The $527 million purchase price for the EQT Marcellus acquisition includes drilling rights for 44,100 net acres in the Utica and are in Wetzel, Marshall, Tyler and Marion Counties … Continue reading "EQT Marcellus Acquisition Add...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Indian Point Nuclear Plant Closure Impacts
    In January 2017, Entergy and New York State came to an agreement on the Indian Point Nuclear Plant Closure plan by 2021.  This is New York State’s ‘have your cake and eat it too’ moment as this news comes on the heals of Constitution gas pipeline’s permits being denied in Q2 2016 followed by the … Continue reading "Indian Point Nuclear Plant Closure Impacts" The post Indian Point Nuclear Plant Clo...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • Acquisition Activity Spreads To Eagle Ford
    As operators adjust to a new outlook post-OPEC cuts, M&A activity is rolling again. BTU Analytics recently hit on some of the motivators around a handful of recent Permian acquisitions, and now assets are trading hands in the Eagle Ford. Sanchez Energy (NYSE:SN) just announced the acquisition of 155,000 net acres spanning Dimmit, LaSalle, and … Continue reading "Acquisition Activity Spreads To Eag...
  • Canadian Natural Gas Production: What’s in Store for 2017?
    Canadian natural gas production has faced many challenges in the last few years. The fall of commodity prices, competition with cheap US shale plays such as the Marcellus and Utica, and slowed oil sands growth due to postponed or canceled projects (a major source of Canada’s natural gas demand) to name a few. If it … Continue reading "Canadian Natural Gas Production: What’s in Store for 2017?" The...
  • Come Find Out What Lies Ahead in 2017
    BTU Analytics’ annual conference, What Lies Ahead 2017, is next week on February 8 in Houston Texas. As the energy industry remains dynamic, there will be no shortage of healthy debate as we provide our outlook for energy markets through thoughtful analysis, including the impacts to producers, midstream and financial players. This year we will … Continue reading "Come Find Out What Lies Ahead in 2...
  • Keystone XL and DAPL Oil Pipelines Moving Forward?
    For months preceding his January 20 inauguration, the media and energy industry have been speculating about the impact of a Trump presidency on the Keystone XL and Dakota Access (DAPL) oil pipelines.  Even here at BTU Analytics we wrote two blogs “Can Trump Revive Keystone XL?” and “DAPL-Reroute – What Does That Look Like?” analyzing … Continue reading "Keystone XL and DAPL Oil Pipelines Moving Fo...
  • Henry Hub Natural Gas Prices Set to Rise
    The natural gas market is teed up for a price rally throughout 2017 as natural gas demand continues to grow throughout the year from new LNG export trains and increased pipeline sendout to Mexico. Due to the reduction in upstream investment throughout 2015 and 2016, North American natural gas production is struggling to keep pace … Continue reading "Henry Hub Natural Gas Prices Set to Rise" The po...
  • Stepping on the Brakes: Marcellus Well Permitting
    When and where will we see the most Northeast drilling activity? Which operators are going to ramp up their activity first? When are these projects in the Northeast actually going to come online? These are just some of the questions that we help our clients answer. In pursuit of those answers we look at a multitude of factors, … Continue reading "Stepping on the Brakes: Marcellus Well Permitting" ...
BTU Analytics, LLC
BTU Analytics, LLC
Blog Article

New blog articles detected.

  • SCOOP/STACK Changing Oklahoma Dynamics
    BTU Analytics spends a lot of time covering the Northeast Gas markets, but in the middle of the country Oklahoma is seeing activity growth that could add over 2 Bcf/d of natural gas to the supply side by 2020. Producers are attempting to expand into less developed plays that provide not only favorable economics, but … Continue reading "SCOOP/STACK Changing Oklahoma Dynamics" The post SCOOP/STACK C...
  • Under the Radar Rig Activity: North Park Basin
    While most of the industry’s focus falls on the major shale plays, other independent E&P producers are continuing to drill in areas that many haven’t heard of or thought about in quite some time.  Today we’ll zero in on activity in the Rockies, analyzing the latest results from wells in areas outside the radar including … Continue reading "Under the Radar Rig Activity: North Park Basin" The post U...

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