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 »
Posts By: enkon
US LNG Series: The First and Second Waves of US LNG Exports
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 »
Concluding Part – Appalachian NGL Storage Hub – A Reality or a Pipe Dream?
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 »
Appalachian NGL Storage Hub – A Reality or a Pipe Dream?
There is a tremendous amount of buzz regarding development of a massive Appalachian NGL Storage Hub to cater to future needs of market participants in the Appalachian basin. “The Hub” – which carries a price tag of $10 Billion eventually aims to rival Mont Belvieu – an existing and well… Read more »
Permian NGL Surge: Economic Tailwinds and Infrastructure Headwinds
February 9, 2018 | By Paul De Ayala & Amol Wayangankar In this issue of EnSights, the first of a new multi-part series, we delve into the economic trends that are driving hydrocarbon production growth in the Permian basin, analyze historical and current NGL supply trends and investigate the… Read more »
Impact of Mexican Energy Reforms on U.S. Gas Markets
The disparity between natural gas supply and demand in Mexico coupled with the recent Mexican energy reforms has generated plenty of interest among U.S. investors. While gas pipeline imports from the U.S will likely fill the supply shortfall in the mid-term, can the energy reforms aimed at revitalizing the Mexican… Read more »
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