Posts Categorized: Articles

U.S. commercial crude stocks fell last week amid sharply lower production, as the probability of a disastrous storage max-out continues to decline. End-market demand shows signs of strength, as gasoline demand rose again. Still, crude imports and refinery inputs of crude oil, particularly in PADD 3, showed signs of weakness…. Read more »

U.S. crude maintained trends from the previous week. Crude production is down; storage levels are building, albeit at a slower pace; refineries are slowly ramping up as drivers consume more gasoline; and crude imports and exports both rose slightly. While these trends, reduce the possibility of a storage max-out on… Read more »

The Permian basin has been the hottest play in the U.S. over the last 6 years. Enkon’s Permian quarterly NGL benchmarking report provides granular insights into Permian NGL supply, infrastructure, logistics, pricing, disposition and outlook. While the transformation and progress of this basin has been fast and furious thus far,… Read more »

With coal production down over 40% from a year ago, it’s appropriate to assess the industry’s health and viability. It is important to understand supply and demand, and the fundamental forces shaping the coal industry’s future. Coal storage levels are rising, prices and production levels are falling, investors are fleeing… Read more »

U.S. LNG producers are scaling back ambitions and are looking to survive in what could be the worst economic environment since the Great Depression. U.S. LNG will get through this, but not without serious pain. COVID is shaking assumptions about demand growth. Most industry analysts believed 2020 incremental world LNG… Read more »