Posts By: enkon

With the U.S. well on its way to becoming the world’s largest liquefied natural gas export capacity by YE 2022, we wanted to take a step back and take stock of broader trends at home and abroad – in particular, the role of natural gas and LNG in the energy… Read more »

Solar and wind energy generation are increasingly prevalent in California’s CAISO electricity market, but renewables’ intermittent generation is limiting their market share. The sun doesn’t shine continuously and the wind doesn’t always blow, leaving gaps in a generation that can only be filled by nuclear, batteries, natural gas, or other… Read more »

With WTI and Brent crude prices trading in the mid-80s and OPEC+ failing to deliver planned supply hikes, talk of a release from the U.S. Strategic Petroleum Reserve (SPR) is getting louder and louder. While we think triple-digit prices are a low probability event (not to mention highly unsustainable), and… Read more »

The Permian basin has gone through a prolific growth period since the shale boom began last decade. Permian basin natural gas production has almost grown 400% from late 2012 to mid-2021, surging from 4.5 Bcf/d in 4Q12 to 18 Bcf/d in 2Q21. During that time, new entrants (in the upstream… Read more »

Closure of ERCOT coal electricity generation capacity is only a matter of timing due to a confluence of economic and social trends. Despite a temporary recovery in 2021 coal generation (thanks to soaring gas prices), we expect the most polluting electricity generation source to become increasingly uncompetitive compared to natural… Read more »

Tight U.S. natural gas supply-demand balances have generated renewed interest in natural gas storage assets among end-users, marketers/traders, operators, developers, and the financial community. After almost a decade of lackluster performance for natural gas assets, the midstream community is taking a second look at natural gas storage assets that thrive… Read more »