BTU Analytics, LLC

Category: Content
Type: Blog Article

Generated 2 days ago

New blog articles detected

  • DUCs Are Done, But PUCs on Horizon?

    Over the past two years BTU Analytics has written extensively about DUCs or drilled but uncompleted wells, with our first energy market commentary on the topic posted all the way back in January of 2015. But over the past several months, we’ve been telling our clients that the market impact of DUCs is essentially done, and the … Continue reading "DUCs Are Done, But PUCs on Horizon?" The post DUCs ...

BTU Analytics, LLC

Category: Content
Type: Blog Article

Generated 1 week ago

New blog articles detected

  • Lots of Pipe, Not Much Demand: 2017 Mexican Natural Gas Exports

    Mexican natural gas exports continue to set up for growth in 2017 and beyond as a wave of new pipelines and power plants projects come to market. By the end of 2017, twelve new natural gas pipelines are expected to be placed in service, facilitating natural gas export growth and providing increased interconnectivity for the Mexican … Continue reading "Lots of Pipe, Not Much Demand: 2017 Mexican Na...

  • Rover’s Notice to Proceed: Time to Unleash the Northeast?

    It has been a long time in coming, but yesterday afternoon FERC issued Energy Transfer’s Rover much needed Notice to Proceed (NTP), which allows Rover to begin clearing trees. With the end of Rover’s tree clearing window looming on March 31, 2017, the question remains: does 45 days provide Rover enough time to clear the … Continue reading "Rover’s Notice to Proceed: Time to Unleash the Northeast?"...

  • EQT Marcellus Acquisition Adds 53k Acres

    EQT Corporation (NYSE:EQT) announced last week that the company was the winning bidder in a bankruptcy auction for 53,400 Marcellus acres previously held by Stone Energy. The $527 million purchase price for the EQT Marcellus acquisition includes drilling rights for 44,100 net acres in the Utica and are in Wetzel, Marshall, Tyler and Marion Counties … Continue reading "EQT Marcellus Acquisition Add...

BTU Analytics, LLC

Category: Content
Type: Blog Article

Generated 2 weeks ago

New blog articles detected

  • Indian Point Nuclear Plant Closure Impacts

    In January 2017, Entergy and New York State came to an agreement on the Indian Point Nuclear Plant Closure plan by 2021.  This is New York State’s ‘have your cake and eat it too’ moment as this news comes on the heals of Constitution gas pipeline’s permits being denied in Q2 2016 followed by the … Continue reading "Indian Point Nuclear Plant Closure Impacts" The post Indian Point Nuclear Plant Clo...

BTU Analytics, LLC

Category: Content
Type: Blog Article

Generated 3 weeks ago

New blog articles detected

  • Acquisition Activity Spreads To Eagle Ford

    As operators adjust to a new outlook post-OPEC cuts, M&A activity is rolling again. BTU Analytics recently hit on some of the motivators around a handful of recent Permian acquisitions, and now assets are trading hands in the Eagle Ford. Sanchez Energy (NYSE:SN) just announced the acquisition of 155,000 net acres spanning Dimmit, LaSalle, and … Continue reading "Acquisition Activity Spreads To Eag...

  • Canadian Natural Gas Production: What’s in Store for 2017?

    Canadian natural gas production has faced many challenges in the last few years. The fall of commodity prices, competition with cheap US shale plays such as the Marcellus and Utica, and slowed oil sands growth due to postponed or canceled projects (a major source of Canada’s natural gas demand) to name a few. If it … Continue reading "Canadian Natural Gas Production: What’s in Store for 2017?" The...

  • Come Find Out What Lies Ahead in 2017

    BTU Analytics’ annual conference, What Lies Ahead 2017, is next week on February 8 in Houston Texas. As the energy industry remains dynamic, there will be no shortage of healthy debate as we provide our outlook for energy markets through thoughtful analysis, including the impacts to producers, midstream and financial players. This year we will … Continue reading "Come Find Out What Lies Ahead in 2...

  • Keystone XL and DAPL Oil Pipelines Moving Forward?

    For months preceding his January 20 inauguration, the media and energy industry have been speculating about the impact of a Trump presidency on the Keystone XL and Dakota Access (DAPL) oil pipelines.  Even here at BTU Analytics we wrote two blogs “Can Trump Revive Keystone XL?” and “DAPL-Reroute – What Does That Look Like?” analyzing … Continue reading "Keystone XL and DAPL Oil Pipelines Moving Fo...

  • Henry Hub Natural Gas Prices Set to Rise

    The natural gas market is teed up for a price rally throughout 2017 as natural gas demand continues to grow throughout the year from new LNG export trains and increased pipeline sendout to Mexico. Due to the reduction in upstream investment throughout 2015 and 2016, North American natural gas production is struggling to keep pace … Continue reading "Henry Hub Natural Gas Prices Set to Rise" The po...

  • Stepping on the Brakes: Marcellus Well Permitting

    When and where will we see the most Northeast drilling activity? Which operators are going to ramp up their activity first? When are these projects in the Northeast actually going to come online? These are just some of the questions that we help our clients answer. In pursuit of those answers we look at a multitude of factors, … Continue reading "Stepping on the Brakes: Marcellus Well Permitting" ...

BTU Analytics, LLC

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • SCOOP/STACK Changing Oklahoma Dynamics

    BTU Analytics spends a lot of time covering the Northeast Gas markets, but in the middle of the country Oklahoma is seeing activity growth that could add over 2 Bcf/d of natural gas to the supply side by 2020. Producers are attempting to expand into less developed plays that provide not only favorable economics, but … Continue reading "SCOOP/STACK Changing Oklahoma Dynamics" The post SCOOP/STACK C...

  • Under the Radar Rig Activity: North Park Basin

    While most of the industry’s focus falls on the major shale plays, other independent E&P producers are continuing to drill in areas that many haven’t heard of or thought about in quite some time.  Today we’ll zero in on activity in the Rockies, analyzing the latest results from wells in areas outside the radar including … Continue reading "Under the Radar Rig Activity: North Park Basin" The post U...

BTU Analytics, LLC

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • Buyer Beware: E&P Investors Should Verify Company Claims

    As E&P investors search for their next investment, they should be wary of company presentations touting the company’s latest and normalized results. During the training of new industry analysts, there comes a time when each presents a piece of analysis based on data sourced exclusively from an E&P investor presentation.  When asked if the analyst verified the initial production rates or … Continue...

BTU Analytics, LLC

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • Natural Gas Demand Cycle to Start All Over Again?

    The other day I heard someone make a US natural gas demand call for a 100 plus Bcf/d by 2021.  This is a jaw-dropping forecast considering the US natural gas market is at about 72 Bcf/d today.  An incremental 28 Bcf/d – a bigger volume than the entire Marcellus & Utica combined.  The speaker achieved … Continue reading "Natural Gas Demand Cycle to Start All Over Again?" The post Natural Gas Demand...

  • DAPL Pipeline – Debottlenecking Supply

    On Tuesday during CNBC’s Power Lunch, Brian Sullivan proposed the idea that Dakota Access Pipeline (DAPL) could be a Keystone XL replacement.  While Dakota Access in its current form is a pipeline project that will connect the Bakken to the Gulf Coast, let’s explore the merits and feasibility of this idea. Canada continues to be one of the last … Continue reading "DAPL Pipeline – Debottlenecking S...

BTU Analytics, LLC

Category: Content
Type: Blog Article

Generated 5 months ago

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