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Iranian Sanctions and OPEC Guidance Grow 2024 Oil Risks
In recent weeks, U.S. Senior Advisor for Energy and Investment Amos Hochstein has said the U.S. will begin stricter enforcement of sanctions on Iran to bring down the country’s oil production. While...
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Can PJM’s Power Capacity Market Overhaul Drive a Revenue Rebound?
PJM Interconnection, the regional transmission organization (RTO) that manages the largest wholesale power market in the U.S., is pushing for an overhaul of its multi-billion-dollar annual capacity...
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European Natural Gas Storage Enters Withdrawal Season Amid Tensions
December is off to a chilly start in Europe, with the first sub-freezing temperatures of the season hitting European capitals. Thanks to these colder temperatures, heating demand is on the rise, which...
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Golden Pass LNG: A Harbinger of Oversupply Risk
ExxonMobil and Qatar Petroleum recently announced a delay of their joint venture LNG facility, Golden Pass LNG. Exxon’s updated corporate plan, released on December 6, pushed the facility’s officially...
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OPEC Or Not OPEC, That Is The Question
Disagreement and competing interests among member countries at recent OPEC meetings have introduced concerns on whether Saudi Arabia can continue to rally a market management strategy over the coming...
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Pair of NYC’s Few Remaining Peaker Plants Ordered to Delay Retirement Amid...
New York ISO (NYISO), the state’s grid operator, announced in November that it is ordering a pair of peaker plants in the greater New York City area to stay in operation for two to four years beyond...
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Louisiana Class VI Well Primacy Bodes Well for CCUS Projects in State and...
Acquiring EPA permitting for injecting CO2 underground for geologic sequestration in the U.S. has typically been a slow process that is drawn out over multiple years. However, Louisiana’s recent...
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Henry Hub and TTF Prices Collapse Following Low Temperatures
Both sides of the Atlantic appear to have mirrored one another recently in terms of weather, with the U.S. and Europe both experiencing recent drops in temperature followed by a warming trend in the...
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Despite Warm Start to Winter, Recent Cold Heats Up Gas Premiums
Recent cold-temperature spikes across the U.S. have lifted near-term pricing after an extremely weak December. Last week, winter storms Gerri and Heather sent Henry Hub surging above $13/MMBtu, the...
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Enbridge Gray Oak Expansion Alone Won’t Relieve Future Permian Constraints
In Enbridge’s recent 4Q23 earnings call, the company highlighted their plans for the Permian basin. More specifically, they announced record 2023 volumes and spoke on the progress of the Gray Oak...
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Major Chinese Oil Demand Forecasts Could Be Too Bullish
For the last decade, global oil demand growth has been driven by China, but outlooks differ on whether this dynamic will be maintained going forward. Chinese demand growth forecasts have a 0.5-MMb/d...
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