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PointLogic Energy’s Get the Point is a bi-monthly trend report written by veteran energy experts and analysts including Jack Weixel, Luke Larsen, Charles Nevle, and Warren Waite. In each report the authors will explore new trends in oil and gas supply, demand and prices and delve into the key drivers and outlooks for these trends. All of this trend analyses leverage proprietary PointLogic Energy data, maps and other intelligence.

Get the Point Trend Reports

Refilling California’s Storage Fields: Pricing Dynamics for PG&E and SoCal City-Gates
August 17, 2017 | By Callie Kolbe

In this week’s Get the Point, we analyze the relationship between storage and prices that have emerged between PG&E and SoCal from last summer to this summer amid the continuing lack of full access to the Aliso Canyon gas storage facility.
Read more »

Rise and Shine; Northeast Outflows Carry Forward
August 2, 2017 | By Warren Waite

In this week’s Get the Point, we look at the impact that pipeline projects are having in the Northeast on various outlets for gas exiting the region and recap upcoming projects that are on the horizon that further this objective.
Read more »

Gut Check Part II: A Closer Look at Summer 2017 Power Demand
July 19, 2017 | By Jack Weixel

This edition of Get the Point looks at natural gas demand for power and how this important sector has affected total domestic demand through the first half of summer 2017. We’ll also prognosticate on what to expect out of power and domestic demand over the second half of the summer.
Read more »

Empire State of Mind: Inside New York's Tenuous Relationship with Natural Gas
June 7, 2017 | By Kevin Adler

New York State seems to have a love-hate relationship with natural gas and natural gas infrastructure. In this edition of Get The Point, we discuss how reliant the Empire State is on natural gas and how surrounding states are affected by its policy decisions.
Read more »

Mexico Gas Pipeline Network Filling Out in 2017
May 24, 2017 | By Kevin Adler

In this issue of "Get the Point," we look at the impact of the ongoing build-out of the natural gas pipeline network in Mexico in the first six months of 2017.
Read more »

When Worlds Collide: Reviewing Dominion South and TCO App Basis
May 10, 2017 | By Callie Kolbe

In this week’s Get the Point, we analyze some the relationships of storage and prices that have emerged between key Appalachian price hubs Dominion South Point and Columbia Gas (TCO) Appalachia from last summer to this summer.
Read more »

Despite New Federal Support, Coal Not Likely to Gain Edge on Gas
April 26, 2017 | By Annalisa Kraft

In this edition of "Get the Point," we look at the relationship of gas and coal as primary sources for U.S. power and consider whether President Trump's pro-coal policies will tip the balance back to coal.
Read more »

Northeast Production Resurgence – Where’s the Beef? – Pennsylvania – Part II
April 12, 2017 | By Charles Nevle

U.S. lower 48 natural gas production is in decline while demand this summer should increase. To maintain market balance production must grow by year end. This issue of Get the Point will address the two dominant producing areas in Pennsylvania.
Read more »

Gas Production and Pipelines Primed to Head South of the Border
March 29, 2017 | By Warren Waite

Mexican energy trade has become one of the more important aspects to the U.S. natural gas market balance over the past three years. Understanding this relationship, the progress of Mexico's energy reform and the build up and utilization of capacity is the subject of this week's Get the Point.
Read more »

Northeast Production Resurgence:
Where's the Beef? Ohio and West Virginia - Part 1
March 15, 2017 | By Charles Nevle

Given the current depressed natural gas production environment and the need to quickly ramp up production this year to meet growing demand, in this issue of Get the Point we take a deep dive into Northeast production.
Read more »

Haynesville:
Dead Man Walking or Comeback Kid?
March 1, 2017 | By Annalisa Kraft

Even its biggest fan, Chesapeake Energy, has said the Haynesville was left for dead. But the question is can this dead man walking return to life? Read more »

A State Divided:
The Split California Natural Gas Storage Market
February 1, 2017 | By Callie Kolbe

A new market dynamic is evolving in the state of California as utilities and energy providers have been forced to grapple with opposing signals about securing natural gas supply necessary to meet heating demand via pipeline inflows and storage withdrawals this winter. A new level of resourcefulness has been necessary as traditional heating season strategies no longer apply. Read more »

NGLs and the Wet Uplift
January 18, 2017 | By Robert Applegate

In this Get the Point, we utilize our new Natural Gas Liquids module to dive into the NGL frac spread and its possible implications for gas producers. Read more »

Gut Check: An Examination of Winter Res/Com Demand
December 21, 2016 | By Jack Weixel

Winter res/com demand is the most important factor that determines the level of storage inventory in the ground for the subsequent summer season and the beginning of the next winter season. Last year’s winter proved that when cold weather does not show up, the rapid erosion of price due to elevated storage levels can be significant. In this Get the Point, we assess the activity during the first one-third of the 2016/17 winter. Read more »

New England’s Gas Demand Grows Long, Supplies Grow Short
December 8, 2016 | By Warren Waite

In this week’s Get the Point, we take a look at how the supply and demand dynamics played out over the last three winters in New England, the challenges in 2016, and the crucial role that LNG plays. Read more »

Permian Shows Growth, But is it Enough?
November 10, 2016 | By Charles Nevle

In this week's Get the Point, PointLogic Energy takes a look at Texas production in decline and new demand from LNG exports as well as send-out to Mexico. Is the buildup of rigs in the Permian enough to turn around the fortunes for the Lone Star State? Read more »

Aliso Canyon - A Year Later
October 27, 2016 | By Annalisa Kraft

In this week's Get the Point, PointLogic Energy takes a look at the Aliso Canyon storage facility in southern California one year following its market shifting shutdown. It could be said the Aliso Canyon gas storage leak was the leak that launched a thousand lawsuits…or limitations…or relocations. A year later the ramifications of the leak continue to rattle the gas storage industry. Read more »

Gas Production, Prices Poised for Rebound, Says Latest PointLogic Forecast
October 13, 2016 | By Kevin Adler

In this issue of Get the Point, PointLogic Energy explains our forecast that U.S. gas demand in winter 2016/2017 will be 5.1 Bcf/d higher than in winter 2015/16, thus starting to set the conditions for a "demand pull" to encourage more gas production. Read more »

What Could Happen to Gas Inventories If this Winter Is Warm?
September 29, 2016 | By Kevin Adler and Robert Applegate

In this Get the Point, we consider what could happen to gas storage numbers if the U.S. experiences another warm winter, as it experienced in 2015-2016. Read more »

Natural Gas Yin-Yang
September 22, 2016 | By Jack Weixel

In this week’s Get the Point we will review how supply and demand have interacted this summer and provide a preview of how the market may behave over the upcoming winter. Read more »

Has Access Northeast Become the New NED?
September 15, 2016 | By Annalisa Kraft

Has Access Northeast become the new Northeast Energy Direct Project (NED), the gas pipeline project so controversial it generated thousands of FERC comments as New England towns, villages and counties refused to allow it within their borders? Read more »

Cutting It Close:
What a hot summer has meant for record storage inventories
September 1, 2016 | By Callie Kolbe

Last week the Energy Information Administration (EIA) reported that U.S. natural gas storage inventories increased at a slightly lower rate than expected for the week ended August 19th. Inventories were reported to have reached 3,350 billion cubic feet (Bcf) which is 275 Bcf (9%) higher than the corresponding week last year. In today’s Get the Point, we look at how inventories got to this point and what the implications will be for the winter market.
Read more »

Speculating on the Efficiencies of the Northeast Summer Gas Grid
August 25, 2016 | By Luke Larsen

In this week’s Get the Point, we look at one of those potential arbitrage opportunities on Transco Pipeline and how they might already be nearing a maturity point as volatility begins to subside. Read more »

The New Normal in the Northeast:
How Regional Price Has Separated from the Rest of the U.S.
August 11, 2016 | By Robert Applegate

In this week’s edition of Get the Point, we look at how the Northeast has blazed its own trail from the rest of the U.S. in natural gas production, demand and price dynamics. Read more »

Ohio, the Crossroads of the Shale Revolution Part 2
August 4, 2016 | By Warren Waite

In this Get the Point, we consider the implications of the production surge in Ohio and its impact on the state’s overall supply and demand balance. A series of pipeline projects have come online in the last year, but a flood of even more capacity will traverse Ohio over the next few years. Read more »

Upcoming Winter Ushers in a Market Reset
July 28, 2016 | By Charles Nevle

In this week’s Get the Point, we take a look at how the upcoming winter could usher in a new period for the gas market as falling production and increasing demand alter what has been a demand-constrained market into a demand-driven market. Read more »

If You Don’t Eat Your Meat, How Can You Have Any Pudding?
Power Burn’s Precarious Position in the Summer 2016 Gas Market
July 21, 2016 | By Jack Weixel

In this week’s Get the Point, we take a look at summer power burn in detail, and it’s not quite as positive from a storage perspective as record power burn numbers imply. Read more »

Searching For a New Normal in Propane Markets
July 14, 2016 | By Sam Duran

Propane markets have seemingly recovered from dismally low prices last summer. This week's issue of Get the Point will discuss the drivers behind this recovery and provide a glimpse into how propane markets are looking after this past year's massive export capacity build out. Read more »

Shall We Dance?
TCO and Dominion’s Impact on Storage in the Northeast
June 30, 2016 | By Callie Kolbe

This edition of Get the Point will explore how the fields along TCO and Dominion’s system have contributed to the tighter balance in the Northeast and what to expect for the remainder of the summer injection season. Read more »

Changes in Latitudes:
Natural Gas Power Generation’s Westerly Migration in the Northeast
June 23, 2016 | By Robert Applegate

When the Northeast gas market is segmented into subregions, new understanding about the dynamics within the region emerge. This issue of Get the Point unwraps some key differences in different locations. Read more »

Did Salt Storage Operators Head Fake the Market?
June 20, 2016 | By Luke Larsen

In this week's Get the Point, we look at the movements in the salt storage segment, which has important market influences despite its relatively small size. Read more »

Ohio, The Crossroads of the Shale Revolution Part 1
June 9, 2016 | By Warren Waite

The Utica has recently become second chair in terms of Northeast production. This week's Get the Point takes a closer look at the production trends in Ohio during the energy price down turn. Read more »

Analyzing Producer Bankruptcies' Impact on Gas Production
June 2, 2016 | By Charles Nevle

In this edition of Get the Point, PointLogic Energy will examine how much production is represented by the entities that have filed for bankruptcy since 2015 and what information could be obtained by analyzing the volume and location of production held by these producers. Read more »

Maximum Overdrive:
Natural Gas Power Burn Potential in Summer 2016
May 26, 2016 | By Jack Weixel

This edition of Get the Point will examine what impact power burn might have at reducing the surplus. We will examine historical pipeline flows and modeled data to unlock the maximum potential of natural gas demand from the electric power sector. Read more »

Propane Exports Are Taking Off:
Can Propane Supply Keep Up?
May 19, 2016 | By Sam Duran

This week’s Get the Point takes a look at what's driving U.S. propane production today? Will the current high production and high inventories persist through 2016 and into next year? This "Get the Point" provides answers. Read more »

Looking at Storage:
If You Build It, Will They Come?
May 12, 2016 | By Callie Kolbe

This week’s Get the Point reviews proposed storage projects and discusses why many of the projects have been delayed or have been put on hold. Read more »

Natural Gas Demand Analytics Part 4:
Living in the Short Term Forecast
May 5, 2016 | By Robert Applegate, PhD

This edition of Get the Point will help explain how PointLogic uses our data, analytical models and knowledge of the industry to get a daily forecast for the next 90 days for each of the three demand sectors. Read more »

Left at the Altar:
Infrastructure Setbacks Isolate New England
April 28, 2016 | By Luke Larsen

In this week’s edition of Get The Point, we take a closer look at the origins and purpose of the derailment of two projects -- Northeast Energy Direct and Constitution Pipeline -- that were aimed at delivering gas from the Marcellus to New England. Read more »

Natural Gas Storage Analytics:
Dynamics of Price Volatility and Relative Storage Inventory
April 21, 2016 | By Callie Kolbe

This week’s edition of Get the Point looks at storage inventories and how quickly natural gas prices may respond to changes in supply and demand in the market. Read more »

What Difference Does April Make?
April 14, 2016 | By Jack Weixel

In this week’s Get the Point, we’ll examine natural gas supply, demand, price and storage inventory data for the month of April to see what kind of a difference this month makes for the summer injection season. Read more »

Plummeting Rig Counts: How Low Can They Go, and Should We Care?
April 6, 2016 | By Charles Nevle

U.S. rig counts keep dropping -- and the April 1, 2016 count of 450 is the lowest since Baker Hughes began its survey in 1944. But in terms of production and prices for oil and gas, does it matter? Read more »

Implications of a Tightening Ethane Supply and Demand Balance Part 3
March 30, 2016 | By Sam Duran

In this third installment of our Get the Point analysis of the U.S. ethane market, we look at how developments on the supply side could lead to a tighter market for ethane in 2016 and 2017 – making it one of the brightest spots in a struggling oil and gas industry. Read more »

Will it be a Make or Break Summer for Appalachia Production?
March 23, 2016 | By Warren Waite

In this week’s edition of Get the Point, we’ll study what problems could arise this summer as record gas production levels in the Northeast clash with languishing demand and little to no capacity on outbound escape routes that reach downstream markets. Read more »

Natural Gas Demand Analytics Part 3:
It’s Déjà vu All Over Again; The Case for Record Power Burn in the Summer of 2016
March 16, 2016 | By Robert Applegate, PhD

PointLogic Energy’s Get the Point analytics report is one year old this week, and to celebrate that milestone, this article will travel back in time. In this edition of Get the Point, we will discuss the conditions that led to the record power burn in 2012, and discuss how 2016 is mirroring those conditions. Read more »

Where Has the Generation Load Gone?
March 11, 2016 | By Luke Larsen

In a report released by the Energy Information Administration last week, the agency noted that the U.S. can expect additional wind projects for 2016 to be slightly smaller than the record 8.1 GW (gigawatts) of utility scale generating capacity that came online in 2015. Read more »

A V-Shaped Outlook for Natural Gas Production and Prices
March 2, 2016 | By Charles Nevle

With high U.S. production and inventories, the summer 2016 season is shaping up to be a challenge for the gas industry. But there are some signs that a strongly positive, "V-shaped" recovery could occur in 2017. Read more »

Going Its Own Way, Northeast Production Growth Marches On
February 24, 2016 | By Warren Waite

This week's edition of Get the Point takes a closer look at what is specifically driving Northeast production growth this winter while nearly everywhere else is in decline. Read more »

The Winter that Never Was and the Summer that Could Be
February 17, 2016 | By Jack Weixel

This week’s edition of Get the Point looks at what’s ahead in the U.S. natural gas market as the winter of 2015-2016 comes to a close and the summer of 2016 approaches. With low natural gas prices a fixture the past 18 months, either supply or demand will have to budge. Read more »

Implications of a Tightening Ethane Supply and Demand Balance Part 2
February 10, 2016 | By Sam Duran

The development of new sources of ethane demand not only has implications on ethane rejection volumes, but also on ethane prices. This week's edition of Get the Point explores the degree to which ethane prices can appreciate over the next three to five years as the disparity between ethane supply and demand begins to close. Read more »

A New World Order Part 2:
The Storage Balancing Act in the Pacific
February 3, 2016 | By Callie Kolbe

In this edition of Get the Point, we take a look at how increased visibility into the Pacific Region has helped our understanding of gas storage this winter. Read more »

Natural Gas Demand Analytics Part 2:
Does the Drop in Industrial Demand for 2015 Imply a Recession is Coming?
January 27, 2016 | By Robert Applegate, PhD

In this issue of Get the Point, we explore industrial demand on a national level as well as regionally, and then predict what will happen in the industrial sector for 2016. Before we go into the details, let’s start at 30,000 feet and explain what industrial demand is and what makes it move. Read more »

What Could Be Trigger for Gas Industry's "Reset Button"?
January 22, 2016 | By Luke Larsen

It was just over a month ago that the CME/NYMEX prompt-month natural gas futures traded down to lows not seen in more than a decade. Read more »

Other Side of the Peak
2016 Natural Gas Production Guidance
January 13, 2016 | By Charles Nevle

In this week’s edition of Get the Point, we take a closer look at the trends over the past couple of years in Lower 48 natural gas production at a more granular level and provide a forward-looking view on how things could play out this year. Read more »

2015 Rewind and 2016 Forward Look
January 6, 2016 | By Warren Waite

In this week's Get the Point, we’ll unwind highlights from 2015 as well as our forward look for 2016.
Read more »

Weighing In On Winter: What Happens if Demand is a No-Show?
December 9, 2015 | By Jack Weixel

In this week’s edition of Get the Point, we’ll take a look at natural gas demand for the first month of winter 2015-2016 and expand on just what could happen if weather driven demand does not show up over the next four months.
Read more »

Implications of a Tightening Ethane Supply and Demand Balance
December 2, 2015 | By Sam Duran

A growing disconnect between ethane production and ethane demand has led to an abundance of ethane hitting the U.S. natural gas grid in the form of ethane rejection. This trend should reverse in upcoming years, with implications for natural gas markets. Read more »

A New World Order Part 1:
The Updated EIA Natural Gas Storage Regions are Here to Stay
November 18, 2015 | By Callie Kolbe

EIA officially transitions reporting inventory data for U.S storage to its five new regions on Nov. 19, 2015. This edition of Get the Point explains the impact of EIA’s new geographic reports, focusing on the new East and Midwest regions. Read more »

Natural Gas Demand Analytics Part 1:
Residential and Commercial Demand in a Low Price Environment
November 10, 2015 | By Robert Applegate, PhD

As the saying goes, “weather is king,” but increases in demand are not solely a function of weather.This edition of Get the Point delves deeper into the issue of residential and commercial demand and how, why and where it is growing independent of weather. Read more »

So You Think You Want to Move Gas on TETCO?
November 6, 2015 | By Luke Larsen

In this week’s Get the Point, we will review current Texas Eastern Operations and associated projects as well as outline the pipeline’s complicated capacity restrictions along the entire system which currently makes it one of the most difficult pipelines for shippers to conduct day to day arbitrage business. Read more »

Mining the Ins and Outs of the Rockies
October 29, 2015 | By Warren Waite

This week’s Get the Point will focus on the Rocky Mountain region, one of the most interesting regions within the lower-48 to monitor. We will take a look at the impact of growing natural gas production in the Northeast, producer resiliency amid the energy price slump, and market competition from surrounding neighbors. Read more »

Gas Production in the U.S. at a Standstill?
Regional Production Analysis Part 4 – Eagle Ford
October 20, 2015 | By Charles Nevle

In this issue of Get the Point we will discuss the U.S.'s most prolific natural gas producing state, Texas, and how an environment of sub $50 per barrel oil prices is impacting producer activity and hydrocarbon production. Specifically, we will dive into production within the Eagle Ford Shale in South Texas. Read more »

What’s The Scenario? Forecasting End Of Winter Withdrawal Season Storage Inventory
October 14, 2015 | By Jack Weixel

This week’s Get the Point will focus on winter withdrawal season and end of March 2016 inventory levels. We look at three scenarios for Winter 2015/2016 to examine how demand, weather, price and production levels could impact end-of-March carryout inventory levels. Read more »

Rockies Express – The Aorta of the Central U.S.
October 1, 2015 | By Warren Waite

In this issue of Get the Point, we'll review how Tallgrass Energy's Rockies Express Pipeline (REX) Zone 3 east-to-west flows are coming along after two months of in-service, the expansion of various Zone 3 interconnect capacities and most importantly walk-through some of the big projects on the drawing board that will directly interconnect with REX. Read more »

Transco Pipeline Operations Today and Tomorrow
September 11, 2015 | By Luke Larsen

This is part one of a two-part series on the crown jewel of the Williams Companies portfolio, Transco. We explore the infrastructure and depths of Transco Pipeline as well as give a brief overview of current operations. Read more »

Change is Good: An Early Preview of New Gas Market Storage Regions
August 5, 2015 | By Jack Weixel

In this edition of Get the Point, we provide a preview of upcoming changes to the Energy Information Administration's (EIA) Weekly Underground Natural Gas Storage Report including estimates of current and end of season inventories for each new region. Read more »

Escape From the Northeast is About to Get Easier
July 29, 2015 | By Warren Waite

In this issue of Get the Point, we’ll look at the effects of where Northeast production growth has occurred, the burden of severely discounted basis prices and what the future may hold as we highlight the billions of dollars being spent on the onslaught of pipeline projects set to come online over the next three years. Read more »

Gas Production in the U.S. at a Standstill?
Regional Production Analysis Part 3 – Louisiana
July 22, 2015 | By Charles Nevle

We’ve been discussing the fact that wellhead gas production rose to average 80.1 Bcf/d by December 2014, an impressive increase over December 2013. However, since the beginning of 2015 production has failed to breach its December 2014 peak. In this edition of Get the Point, the third in this series, we focus on production in Louisiana.
Read more »

The Leidy Effect Among Other Regional Elements
July 17, 2015 | By Luke Larsen

Seven months into the year and natural gas production growth has not been what analysts predicted at the start of 2015. But supply growth is in the eye of the beholder. A closer look by our PointLogic Energy analysts reveals healthy gains in three of the supply reporting regions. Read more »

Salt of the Earth Concerns – Storage Balancing Act in the Producing Region
July 1, 2015 | By Jack Weixel

Salt storage has seen large injections from early May through the third week in June begging the questions: When will these facilities fill up? And how will the producing region balance injections and withdrawals over the course of summer 2015 in the current supply and demand environment? This week’s edition of Get the Point expands on an analysis done in early May, when PointLogic Energy began to notice the rapid fill rates of natural gas storage inventory in salt dome formations in the EIA’s Producing region. Read more »

Canada: Stuck Between a Rock and a Hard Place, Part 2
June 25, 2015 | By Warren Waite

Canada is the world’s fifth largest producer of natural gas, accounting for 5% of global production according to Canada’s National Energy Board (NEB).  Our friends to the north also produce more natural gas than it can consume domestically and ever since the shale revolution’s inception in 2008, net exports to the U.S. have been on a downturn.  The beauty of efficient energy markets is that what goes in (production from underground natural resources) must come out (consumed for residential, commercial, industrial use, exported to the U.S. or through the utilization of storage). Read more »

Gas Production in the U.S. at a Standstill?
Regional Production Analysis Part 2 – Ohio and West Virginia
June 18, 2015 | By Charles Nevle

In this edition of Get the Point we will focus on production in the Utica Shale, which resides in our East Central region which measured annual production growth of 1.3 Bcf/d in 2014. Since December 2014 the Utica has grown an additional 0.7 Bcf/d.  We will also dive into West Virginia production, which sits within our South Central region and saw production growth of 0.8 Bcf/d in 2014 and has since been relatively flat in 2015. Read more »

Summer Heating Up!
How Much Natural Gas Power Generation Demand Will U.S. See In Weeks Ahead?
June 12, 2015 | By Luke Larsen

In this week’s edition of Get the Point, we take a look at the amount of power generation seen over the past couple of days and forecast that information out over the balance of June. This forecast will then be incorporated into the current supply and demand picture. Read more »

Canada: Stuck Between a Rock and a Hard Place
June 5, 2015 | By Warren Waite

Gas production in Canada has followed a similar trend in recent years as the U.S., however the timing and magnitude of the change isn’t necessarily one and the same. This issue will detail some of the resiliency of gas production in Canada. In part two, we’ll look at the displacement effect that growing US production has had on Canada, the impact on prices, and much like the U.S., the big bets being made on the prospects of exporting Liquefied Natural Gas (LNG) to global markets. Read more »

Making the Case for a Summer Demand Frenzy
May 27, 2015 | By Jack Weixel

The natural gas market appears complacent enough at the moment to sit at $3.00 per million Btu (MMBtu) with some certainty that this summer will be weak from a weather perspective. But what about other sources of demand and systemic increases seen in the power sector, the industrial sector, and Mexican exports? Read more »

Gas Production in the U.S. at a Standstill?
Regional Production Analysis Part 1 – Marcellus
May 21, 2015 | By Charles Nevle

Lower 48 wellhead production grew 6.6 billion cubic feet per day (Bcf/d) in 2014. Since December, production has declined 0.6 Bcf/d. In this issue of PointLogic Energy’s Get the Point we begin to take stock of the current hydrocarbon production environment and what it means for natural gas production growth in the near future. Read more »

Natural Gas Storage: Salt of the Earth Concerns
May 13, 2015 | By Luke Larsen

In this week’s edition, we examine the prospect of current arbitrage economics bringing Salt capacity to the brim in the months ahead by reviewing current conditions and assessing the historical salt operating levels. We also project the course of this seasonal cycle as it relates to the existing and upcoming market dynamics. Read more »

Viva Mexico! Exports to Mexico Surge to All-Time Highs
May 5, 2015 | By Jack Weixel

May 5th, or Cinco de Mayo, is a national holiday in Mexico celebrating the Mexican Army’s surprise victory over French forces in the Battle of Puebla. While Cinco de Mayo is now more widely celebrated in the United States, 154 years later in 2015, natural gas market observers have something else to celebrate as natural gas exports from the U.S. to Mexico approach the 2.7 billion cubic feet per day (Bcf/d) mark. How important are Mexican exports to the U.S.? Read more »

Border Wars: Changing Flows Between Texas and Louisiana
April 29, 2015 | By Charles Nevle

In this article, we will focus on the Gulf Coast, specifically Texas and Louisiana, and how supply, demand, and flow dynamics are changing in this region and the implications of these changes in an environment of increasing demand from LNG exports. Read more »

Missing Gas … What Happened to December 2014 Production Gains?
April 22, 2105 | By Luke Larsen

The most recent release from the Energy Information Administration (EIA) as it relates to total U.S. Lower 48 production showed a month-on month loss of 1.4% or 1.2 Billion Cubic Feet (Bcf) in the month of January 2015 versus December 2014. The latest report showed that Total Lower 48 Gross Withdrawals were near 82.23 Bcf/d. Regionally, the EIA suggested that the sector classified as “Other States” reflected the largest decrease month on month of 2% or about 0.7 Bcf/d. The definition of the “Other States” category has an interesting history. Read more »

LNG Exports – Demand Savior in a Producer’s World
April 15, 2015 | By Jack Weixel

The United States is unequivocally long hydrocarbons due to the growth of both domestic natural gas and crude oil production. One of these commodities has found a possible solution to its oversupply problem, while the other is constrained by a 40-year-old legislative and policy decision that may or may not be relevant in the world we live in today. In this week’s edition of Get the Point, PointLogic Energy will address the workable solution of liquefied natural gas (LNG) exports, leaving crude oil export policy for another day. Read more »

Follow the Bouncing Ball: Inflows, Outflows and Supply Demand Dynamics by Region
April 8, 2015 | By Charles Nevle

Growing production in the northeast will soon overwhelm regional demand. As a result, numerous pipeline projects are in the works to move gas out of the northeast region. Last week’s Get the Point report described the dynamic of growing Northeast production heading west on projects like Rockies Express Pipeline’s (REX) Zone 3 East to West project. In addition to REX there are several other projects that are looking to add capacity to move gas out of the Northeast to the West. In this week’s Get the Point we discuss the markets these westward-pointed projects are aimed at serving. Read more »

PointLogic Energy Highlights Utica Production & Flows
April 3, 2015 | By Luke Larsen

This issue examines the massive recent growth in the Utica Shale Basin as well as the prospect for additional growth over the next several years. A review of the current flows on the Rockies Express Pipeline (REX) and comparisons of this past winter against last winter will provide greater insight on pipeline capacity. Plus, get a list of the additional pipeline projects that will help move all the new production expected over the next several years. Read more »

Natural Gas’s 2015 Summer Balancing Act
March 25, 2015 | By Jack Weixel

In this week’s Get the Point, Jack explores the impact that lower summer natural gas prices will have on natural gas demand for power and storage inventories. Using examples from the past to project scenarios the U.S. may encounter over the summer, this week’s issue will provide you with healthy insight on what to expect from the natural gas supply and demand balance for summer 2015.  Read more »

Time to Pay the Fiddler; Crude Storage Issues to Support Natural Gas Prices
March 18, 2015 | By Charles Nevle

Storage for crude oil has been getting a lot of press recently and for good reason. The reason oil prices have been in a virtual free fall over the past several months is because of the mismatch between crude oil supply and crude oil demand. Namely, the U.S. on a net basis is producing and still importing more product than our current demand structure can support. Since the opportunity to move U.S. born crude in the form of exports is still not allowed, the sole balancing item for an oversupplied and somewhat politically captive market is storage. In a scenario where storage limitations did force crude oil production to ramp down quickly one question that arises, given the abundance of associated gas production from many of the shale oil plays, is what would happen to natural gas production associated with these same U.S. shale oil plays? In this issue of Get the Point we delve into this question to understand how much gas may be at risk in a declining crude production environment. Read more »

 

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