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

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

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

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

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

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