DATA INSIGHT
| October 09, 2013
Something doesn't add up! A review of EIA-914 production in Texas
The EIA -914 Monthly Natural Gas Gross Production Report published by the EIA is the reference document for timely U.S. natural gas production. The estimates in the report are based on the EIA -914 survey, which covers 80-90% of output in the Lower-48. The companies that are selected to participate in the mandatory survey and the multiplier that is calculated to true-up surveyed results to reflect nationwide production are determined using a commercial database sold by DrillingInfo (DI). B.....
GLOBAL OIL RECAP AND BALANCES
| September 12, 2013
September 2013
Please find attached a PDF file with official oil supply and demand projections from the IEA , OPEC , and the US DOE .
MARKET INSIGHT
| August 20, 2013
REVISED: NGL Pipes to Drain Marcellus/Utica, Flood the Gulf Coast
The original version of this document contained an error. It quoted the natural gas liquids content of Marcellus/Utica gas stream as 13 gallons per mcf ( GPM ). The correct amount is 6.5 GPM . New JV wants to send unfractionated NGLs to Mont Belvieu Yesterday, MarkWest and Kinder Morgan’s published a letter of intent to build an additional gas processing complex in the Utica shale as well as a large y-grade pipeline to the Gulf coast. The letter reaffirms Mont Belvieu’s dominance in Nor.....
GLOBAL OIL RECAP AND BALANCES
| August 12, 2013
August 2013
Please find attached a PDF file with official oil supply and demand projections from the IEA , OPEC , and the US DOE .
GLOBAL OIL RECAP AND BALANCES
| July 11, 2013
July 2013
Please find attached a PDF file with official oil supply and demand projections from the IEA , OPEC , and the US DOE .
DATA INSIGHT
| June 21, 2013
Porous borders: The radical shift in U.S. natural gas trade and its market implications
Our updated weekly natural gas trade statistics report held a surprise: the northeastern U.S. is now a net exporter of natural gas. FERC’s June 14 notice granting El Paso Pipeline final approval to export an incremental 366 mmcf/d at Norte Crossing made the news, but the rapidly changing trade dynamics with Canada makes a bigger difference in balances. With both eastern Canadian and Consuming East U.S. inventories well below their five-year averages, and with utilities’ obligations to fill their.....
GLOBAL OIL RECAP AND BALANCES
| June 12, 2013
June 2013
Please find attached a PDF file with official oil supply and demand projections from the IEA , OPEC , and the US DOE .
GLOBAL OIL RECAP AND BALANCES
| May 17, 2013
May 2013
Please find attached a PDF file with official oil supply and demand projections from the IEA , OPEC , and the US DOE .
SPECIAL REPORT
| May 01, 2013
Outlook for Bakken NGLs: Rich gas production is booming in the prairie
If over 150 kb/d of natural gas liquids (NGLs) were extracted in North Dakota this February, where did they go? Official statistics on Bakken NGL production capture less than a third of the market, so in this Special Report we track the products down and compare our model to Energy Information Administration ( EIA ) statistics. We also examine announced midstream infrastructure projects that point to spare take-away capacity through 1Q 2015, which in combination with recently passed legislat.....
SPECIAL REPORT
| April 24, 2013
Coal-to-gas switching field manual in the context of the Plant Bowen incident
On April 4, 2013, an explosion rocked the 3,500 MW Plant Bowen generation facility in Georgia. The largest CAPP coal-fired power plant in the country remains shut down as of April 23. In this Special Report, we examine the current economics of running a CAPP coal plant in a southern state and then focus on coal-to-gas switching dynamics between such a plant and a CCGT facility. Finally, we explain why coal-to-gas switching calculations based on front month NYMEX fuel prices can be mislea.....