Assessing the Threat of the Energy Transition Part 1: Power
Summary // While most would agree that renewables are a long-term threat to hydrocarbons, there is less agreement on what constitutes long term. Energy transitions likely take longer than one might...
LNG Update: What Do Recent Headwinds Mean for US Projects?
US liquefied natural gas (LNG) exports started the year out strong, reaching a record high of more than 8 billion cubic feet per day in January in spite of ongoing headwinds to prices that have...
US LNG Projects Better Sheltered from Market Headwinds, China Concerns
The current wave of US LNG project startups is nearing completion, adding cargoes to an already oversupplied market grappling with weakened Chinese demand. Meanwhile, the ink is just drying on a...
State of Midstream: Where are MLPs/Midstream Today, and What Could Lie Ahead?
In today’s State of Midstream, we discuss where midstream is, where it may be heading, and what it all means for investors. Specifically, the midstream landscape is framed by discussing US energy...
US LNG Exports: How Does Recent Price Weakness Impact Projects?
Summary US LNG exports continue to grow steadily and reached a new record of 5.2 billion cubic feet per day in July. This year, the US became the third-largest exporter of LNG behind only Australia...
US LNG Exports: The Who, What, Where of Projects and Why China Relations Matter
Today, we revisit US LNG exports. What projects are starting up in 2019-2020? What projects have been green lighted for construction or are nearing the start of construction? What about the impact of...