Posts Categorized: Articles

U.S. and world LNG markets are facing a new normal: regulators, off-takers, and end-users are all increasingly conscious of greenhouse gas (GHG) emissions. The ultimate impact on U.S. LNG and natural gas demand is unclear, but some players could be left behind. Engie cancelled a planned long-term supply agreement with… Read more »

Given its favorable geology that supports high-quality salt dome structures, the U.S. Gulf Coast has been the heart of liquid hydrocarbon cavern storage in the U.S., with multiple NGL/Olefin cavern sites scattered across Texas and Louisiana. Based on the latest public records, the U.S. Gulf Coast has an aggregate salt… Read more »

There’s been a LOT of recent discussion in energy circles about Hydrogen, so we decided to write about it. In this article, we discuss why Hydrogen is important, some of the key policy and technology variables to watch, and timelines for potential adoption. Green Hydrogen is a relatively immature energy… Read more »

U.S. natural gas markets may be moving to a new equilibrium. In the future, natural gas markets could face more seasonality, higher volatility, and greater demand for seasonal storage. This dynamic is largely attributable to the growing role of liquefied natural gas, or LNG, in U.S. markets. With U.S. LNG… Read more »

It’s been tough times in Texas, as the ERCOT market has suffered from sustained electricity outages amid bitterly cold weather. Many individuals went multiple days without running water or electricity. While the full human and economic cost will not be known for some time, the winter storm/electricity outages have led… Read more »

Demand has been the most important element in crude oil markets the past year, due to uncertainty surrounding the COVID-19 coronavirus. That is changing. With the virus likely subsiding, crude oil demand is increasingly predictable: we expect domestic and international demand to continue to increase through 2021. Oil prices in… Read more »