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Keep on Pushing - U.S. Liquefaction Capacity Growing, Even as Utilization Declines
RBN Energy - Accelerating energy market analytics through collaboration, networking[…] May 27, 2020 | 01:00 am
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Progress for the second wave of U.S. LNG export projects, which already had begun slowing in the latter half of 2019, has come to a near standstill this year, with several developers delaying final investment decisions (FIDs). The economics for[…] -
Whistle and Fish - Permian Producers Curtail Production, Bide Their Time Amid COVID Crisis
RBN Energy - Accelerating energy market analytics through collaboration, networking[…] May 26, 2020 | 01:00 am
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Crude oil markets have been anything but dull lately. After imploding to unimaginable, negative values last month, prices have been on a tear since and are now sitting in the low $30s/bbl range. That’s not great for producers, but kind[…] -
Baby Break It Down, Part 3 - Staffing Refineries and Petrochemical Facilities in a Time of Social Distancing
RBN Energy - Accelerating energy market analytics through collaboration, networking[…] May 22, 2020 | 01:00 am
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COVID-19 has created a number of challenges across the energy value chain, including lower demand for motor gasoline and jet fuel and, subsequently, surplus crude oil. However, even with diminished demand, the facilities that produce and process these fuels have[…] -
NGLs Among Us - What's Ahead for Northeast NGL Production, Exports and Wintertime Supply?
RBN Energy - Accelerating energy market analytics through collaboration, networking[…] May 21, 2020 | 01:00 am
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The Marcellus/Utica production region in the northeastern U.S. is not immune to the upheaval in global energy markets. There, a number of E&Ps are implementing further cutbacks in their natural gas production. That will result in lower NGL production, which[…] -
How Much More Can She Stand, Part 5 - LOOP's Unicorn Status Among Crude Export Terminals
RBN Energy - Accelerating energy market analytics through collaboration, networking[…] May 20, 2020 | 01:00 am
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Very Large Crude Carriers offer economies of scale and are the oil transporters of choice for shippers moving massive volumes of crude from the U.S. Gulf Coast to distant customers in Europe and Asia. VLCCs also can serve as cost-effective floating[…] -
Break It to Me Gently, Part 2 - The Impacts of U.S. LNG Cargo Cancellations
RBN Energy - Accelerating energy market analytics through collaboration, networking[…] May 19, 2020 | 01:00 am
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Cancellations of U.S. LNG cargoes are starting to take a toll on Lower-48 natural gas demand. Feedgas flows to U.S. terminals last week fell to as low as 5.76 Bcf/d, down from the daily peaks above 9 Bcf/d seen as[…] -
Finish What Ya Started - Crude, Gas and NGL Midstream Projects Advance Despite Market Turmoil
RBN Energy - Accelerating energy market analytics through collaboration, networking[…] May 18, 2020 | 01:00 am
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Back in late March and early April, U.S. refineries responded to the sudden falloff in demand for jet fuel and motor gasoline by quickly ramping down their operations. Similarly, E&Ps in recent weeks have reacted to sharply lower demand for[…] -
How Much More Can She Stand, Part 4 - Crude Export Volumes Key to Balancing Market
RBN Energy - Accelerating energy market analytics through collaboration, networking[…] May 15, 2020 | 01:00 am
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U.S. refinery demand for crude oil is off sharply due to COVID-related impacts on automobile and jet travel, and crude production is being slashed. Crude storage is filling up fast, both on land and on tankers at sea, and may[…] -
Closing Time - Bakken Gas Supplies Plunge as Oil Production Pulls Back
RBN Energy - Accelerating energy market analytics through collaboration, networking[…] May 14, 2020 | 01:00 am
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The collapse in crude oil prices that resulted from the Saudi-Russian price war in March — made only worse by the oil demand-depressing effects of COVID-19-related shelter-in-place orders — has begun to exact a toll on U.S. crude supplies. The[…] -
Break It to Me Gently - Factors Influencing U.S. LNG Offtaker Decisions to Lift vs. Cancel Cargoes
RBN Energy - Accelerating energy market analytics through collaboration, networking[…] May 13, 2020 | 01:00 am
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Global natural gas demand disruptions and high storage levels resulting from the COVID crisis have turned international LNG markets upside down. Price spreads for U.S. LNG exports, which were well above $1/MMBtu two months ago, have disappeared and even flipped[…]
