Posts By: enkon

Corpus Christi has replaced Houston as the largest port for U.S. crude exports. Although COVID-19 is injecting extreme uncertainty into energy markets, Corpus will likely remain the king of U.S. crude oil exports due to its proximity to producing basins, pipeline and storage buildouts, and commercial operation of new export… Read more »

Two months ago, economic risks were serious, but WTI prices stood at $50/barrel. Fast forward to today: the world appears to be on the brink of a pandemic-driven recession, and WTI prices are below $30/barrel, with some predicting a floor below $15/barrel. How did we get here and where do… Read more »

An umbrella in a hurricane: the pause in the US-China trade war and implications for U.S. LNG The US and China have reached a (temporary) truce in the trade war, raising hopes that U.S. LNG exporters can tap demand in the world’s second-largest LNG importer. We are skeptical that Chinese… Read more »

In this installment of Enkon Energy Insight, we’ll examine the first and second waves of domestic Liquefied Natural Gas (LNG) exports. In this series we’ll discuss export conditions, headwinds and drivers for the second wave of LNG projects, and, finally, global LNG supply-demand balance. Let’s take a brief tour through… Read more »

In Part 1 of the Appalachian NGL Storage Hub series, we evaluated whether ethane fundamentals, which makes up a significant portion of the Appalachian NGL barrel, support development of the proposed Appalachian NGL Storage Hub. Our data-driven analysis suggests that ethane rejection has been highly effective in the region providing… Read more »