U.S. Waterborne Ethane Exports – Poised for Growth

14 November 2024

Over the past decade, the U.S. has become a leading

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ONEOK Closer to Full Vertical Integration

23 October 2024

In September 2024, ONEOK announced its strategic acquisition of a

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Looming Mont Belvieu NGL Fractionation Capacity Crunch?

26 September 2024

Growth in hydrocarbon production continues to impress the markets despite

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Eagle Ford Revival – Moving out of Permian’s Shadow

11 September 2024

It is easy to forget about Eagle Ford shale play

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Is Double H conversion to NGLs a game changer for Bakken?

28 August 2024

An in-depth analysis of Bakken NGL infrastructure reveals a complex

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Diluent Recovery Units are Enhancing Canadian Crude-by-Rail Economics

21 August 2024

As discussed in our previous article, Crude-by-Rail in Western Canada

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Benchmarking NGL Egress From Permian

14 August 2024

U.S. hydrocarbon production continues its impressive growth trajectory despite stringent

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Relevance of Crude-by-Rail in Western Canada Post-TMX

31 July 2024

The Western Canadian oil sands industry is undergoing a significant

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Elusive Organic Growth Fuels U.S. Midstream M&A Boom

17 July 2024

There has been a flurry of mega deals in the

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Can IRA Tax Credits Unlock Opportunities for Green Ammonia Exports?

04 June 2024

Last month, we shared our insights on how clean ammonia

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Upswing in Permian Hydrocarbon Production is Inevitable

29 May 2024

The significant rise in Permian production of oil, natural gas,

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Benchmarking Crude Oil Egress From Permian

15 May 2024

When it comes to pipeline take-away constraints out of the

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Growing Ethane Exports: Reshaping Appalachian Producers’ Commercial Strategies

07 May 2024

In April 2024, Energy Transfer unveiled the inaugural phase of

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Clean Ammonia: Leading the Global Decarbonization Charge

24 April 2024

Clean ammonia is fast emerging as the front runner in

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Debunking the Hype: Putting the U.S. LNG Approval Pause into Perspective

16 April 2024

On April 2nd, 2024, Reuters reported White House officials being

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Navigating Infrastructure Challenges of Growing Permian NGL Production

09 April 2024

Despite stringent capital discipline exercised by oil and gas producers

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Golden Era for U.S. Natural Gas Storage – Version 2.0

02 April 2024

After more than a decade of lackluster performance, natural gas

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Battle of Giants: Is Permian pushing out Haynesville gas?

27 June 2023

Recent production data from the Energy Information Administration (“EIA”) confirms

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U.S. Ammonia Markets: From Gray to Green?  

08 May 2023

Ammonia is one of the hottest topics in the energy

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Maximizing Haynesville Natural Gas: Navigating Supply, Demand, and Takeaway Constraints

01 May 2023

Haynesville shale play in northeastern Texas and northwestern Louisiana reached new highs

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Looming Mont Belvieu NGL Fractionation Capacity Crunch?

24 April 2023

Growth in hydrocarbon production continues to impress the markets despite

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U.S. LNG: 2021 and 2022, and Asian coal-to-gas switching

20 January 2022

With the U.S. well on its way to becoming the

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California’s “duck curve” and natural gas

20 January 2022

Solar and wind energy generation are increasingly prevalent in California’s

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Implications of an SPR withdrawal

04 November 2021

With WTI and Brent crude prices trading in the mid-80s

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Permian Entities Consolidate

03 November 2021

The Permian basin has gone through a prolific growth period

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Coal in ERCOT: which plants are at the highest closure risk?

03 November 2021

Closure of ERCOT coal electricity generation capacity is only a

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Natural Gas Storage Assets Coming Back to Life?

03 November 2021

Tight U.S. natural gas supply-demand balances have generated renewed interest

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Why there (probably) won’t be an oil crisis

11 October 2021

With commodities and goods such as coal, LNG, and computer

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Brighter Skies for Greenfield North American LNG Projects

11 October 2021

It’s boom times for LNG markets. The forward strip is

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ERCOT Summer Wind Generation: What Happened?

11 October 2021

A funny thing happened in ERCOT in June and July.

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Refiners’ Delight: 2021 looking good

28 July 2021

PADD 1 oil demand in decline U.S. oil refiners largely

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CAISO curtailment falling on battery development?

28 July 2021

There is some limited evidence that California’s solar “curtailment” problem

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What’s next for U.S. ethane exports?

19 May 2021

U.S. ethane markets have evolved from being “ethane short” pre-2012

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Crude outlook: smoother ride, micro is (almost) back

19 May 2021

Barring an exogenous event, such as the development of a

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Natural gas markets: 2021 will likely be tight

19 May 2021

Natural gas risks are largely to the upside and gas

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Coal is back, but for how long?

20 April 2021

Natural gas’ most important competitor for baseload demand, coal, is

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Good Times for Corpus Christi and Moda Midstream: Crude Export Terminal Roundup

20 April 2021

Corpus Christi and Moda Midstream are well-positioned to benefit as

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Is Mont Belvieu NGL Fractionation Overbuilt?

20 April 2021

“Mont Belvieu fractionation capacity is not overbuilt – it is

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NGPL Gets a New Partner

20 April 2021

On February 22, Kinder Morgan and Brookfield sold a 25%

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No Growth Guarantees for U.S. Propane Exports in 2021/2022

23 March 2021

Will the 2021-22 heating season be a challenging year for

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Mont Belvieu – Redefining NGL/Olefins Storage Limits

23 March 2021

Given its favorable geology that supports high-quality salt dome structures,

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Hydrogen: A Primer

23 March 2021

There’s been a LOT of recent discussion in energy circles

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LNG, seasonality, and natural gas price volatility

05 March 2021

U.S. natural gas markets may be moving to a new

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Winter Storm Uri: commodity implications

05 March 2021

It’s been tough times in Texas, as the ERCOT market

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Three Scenarios for 2021 Oil Markets

05 March 2021

Demand has been the most important element in crude oil

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The good, the bad, and the beautiful

23 December 2020

As we’ve said from the beginning of the COVID crisis,

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U.S. LNG exports to China and India and international coal uptake

01 December 2020

Over the past month, U.S. LNG has encountered something unfamiliar:

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Good tidings of great joy: COVID vaccines inbound

01 December 2020

This has been a rough year, but there’s some great

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Oil Demand, Autos, EVs: A California Case Study

04 November 2020

Electric Vehicles, or EVs, are an increasingly important variable for

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Engie has scrapped its agreement with NextDecade over methane emissions

04 November 2020

Platts is reporting that Engie has halted talks with NextDecade

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A post-Coal U.S. is in sight

20 October 2020

It’s only a matter of time before U.S. coal consumption

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U.S. LNG: Looking Ahead to Next Summer… and Beyond

20 October 2020

It’s been a difficult year for U.S. LNG exporters: we’ve

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Winter is coming: COVID and Petroleum products demand

20 October 2020

Scientists have repeatedly warned that colder temperatures in fall and

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U.S. Ethane prices in for an uptick?

20 October 2020

Ethane prices at Mont Belvieu have been on a roller

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US natural gas exports: will they balance Henry Hub?

22 September 2020

Henry Hub prices are in flux. In early Sept, spot

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U.S. crude exports are just ok, for now

22 September 2020

While U.S. crude exports are increasingly important for the health

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Propane is in for a tough time

22 September 2020

It’s been a tough Spring and Summer for U.S. propane

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Appalachian Basis: Pipeline Capacity Likely Sufficient

22 September 2020

The Appalachian basin is likely to have ample pipeline takeaway

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Hints of normality and Laura’s minimal impact

27 August 2020

Gasoline and diesel demand continue to rise slowly and are

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South Texas Natural Gas Fundamentals and Corpus Christi LNG

27 August 2020

U.S. pipeline natural gas exports are tightening local supply, but

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Is U.S. production coming back at $40/barrel?

27 August 2020

WTI prices showed remarkably stability in July, as prices closed

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European Storage and U.S. LNG: cautious optimism

27 August 2020

U.S. LNG’s summer from hell is almost over, as netbacks

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Fractionation Rates Crash Ahead?

25 August 2020

COVID 19 has reduced production from shale basins across the

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Why did crude stocks decline?

30 July 2020

As we wrote in our July 2020 newsletter, crude and

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Natural Gas Storage and Downside Risks

28 July 2020

It’s natural gas producers’ turn in the barrel. Natural gas

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Benchmarking Bakken NGLs and Midstream Infrastructure

28 July 2020

Continuing with our NGL Benchmarking series, this month let us

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The COVID Rollercoaster Ride

30 June 2020

Don’t look now, but there could be danger ahead for

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U.S. LNG exports: a rough patch, or a bleak future?

20 June 2020

These are tough times for U.S. LNG exporters and Global

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U.S. crude exports rundown

20 June 2020

Let’s rewind the clock by one year. WTI was nestled

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Benchmarking Appalachian NGLs and Midstream Infrastructure

20 June 2020

Since we discussed NGL supply in the Permian basin last

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OGEC: an idea whose time will never come

20 June 2020

With Liquefied Natural Gas (LNG) prices trading near historic lows,

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Uncertainty strikes back: crude markets in flux again

08 June 2020

Crude oil markets seem to have stabilized after oversupply in

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2020: Shut-ins – Crude inventory builds again

01 June 2020

Crude storage levels rise as Saudi crude hits shores Commercial

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Storage clouds lifting; gasoline demand still soft

21 May 2020

Commercial crude stocks fell last week across most of the

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2020: The Year of Shut-ins— Crude Stocks Declining

14 May 2020

U.S. commercial crude stocks fell last week amid sharply lower

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2020: The Year of Shut-ins— Will Gasoline Save the Day?

13 May 2020

U.S. crude maintained trends from the previous week. Crude production

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Benchmarking Permian NGLs

13 May 2020

The Permian basin has been the hottest play in the

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Coal’s Demise— Underexaggerated?

13 May 2020

With coal production down over 40% from a year ago,

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LNG at 50,000 feet

13 May 2020

U.S. LNG producers are scaling back ambitions and are looking

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2020: The Year of Shut-Ins

30 April 2020

U.S. shale, spooked by negative prices last Monday, shows some

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Shut-ins update: U.S. crude production is declining

24 April 2020

In last week’s article we warned that the next few

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Production shut-ins: financial and physical constraints

17 April 2020

With WTI prices flirting with $20/barrel or even lower, many

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Corpus Christi is the new king of U.S. crude oil exports

17 April 2020

Corpus Christi has replaced Houston as the largest port for

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OPEC+ and the coronavirus: Keep Calm and Wash Your Hands

17 April 2020

Two months ago, economic risks were serious, but WTI prices

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The trade war and implications for U.S LNG

13 February 2020

An umbrella in a hurricane: the pause in the US-China

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US LNG Series: The First and Second Waves of US LNG Exports

14 June 2019

In this installment of Enkon Energy Insight, we’ll examine the

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Concluding Part – Appalachian NGL Storage Hub – A Reality or a Pipe Dream?

01 March 2018

In Part 1 of the Appalachian NGL Storage Hub series,

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Appalachian NGL Storage Hub – A Reality or a Pipe Dream?

19 February 2018

There is a tremendous amount of buzz regarding development of

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Permian NGL Surge: Economic Tailwinds and Infrastructure Headwinds

09 February 2018

February 9, 2018 | By Paul De Ayala & Amol

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Impact of Mexican Energy Reforms on U.S. Gas Markets

07 August 2017

The disparity between natural gas supply and demand in Mexico

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