Joseph
Markman
Hart Energy
Frac Spread: Prices Falling And They’re Not Done
Natural gas, ethane and propane struggle with too much output and more to come.
Frac Spread: Iran Crisis Vs. China Talks—A Good Trade
Oil prices retreat after the Middle East tensions eased, but stronger fundamentals could emerge if trade initiatives succeed.
Divergent Paths: Oil, Natural Gas Going Different Directions
Drillers in pursuit of more-valued oil and NGL have created a glut of gas, despite higher exports of LNG.
NGL Outlook: A Light At The End Of The Tunnel?
Macro trends show NGL production growth slowing down, allowing higher U.S. LPG exports in the year ahead.
Frac Spread: Yes, Virginia, There Is A Price Slump
Last week’s dip was slight, but NGL haunted by ghost of December prices past.
Annual Gas Processor/NGL Producer Rankings: Growth Of The Status Quo
Despite substantial growth by the ranked companies, there wasn’t much movement in our annual rankings, with the top spots retained by MPLX and Energy Transfer.
Frac Spread: If Winter Gas Price Goes Up, It Won’t Last Long
High inventory will keep prices stable, says Greg Haas of Stratas Advisors; NGL prices struggle in the past week.
Frac Spread: Slow Ride
Hydrocarbon prices are improving, but at a slower rate than expected based on tailwinds.
Frac Spread: Winter Demand For Butane Bolsters NGL ‘Barrel’
Exports are also strong as normal butane chips away at the spread with isobutane.
DUG Midcontinent: Hamm Says ‘Future’s Bright’ And Prices Will Correct
Also, Seaport Global Securities speaker details how investors learned their lessons the hard way.