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Haynesville and Marcellus: A Tale of Two Shales
Over the past two years, the oil and gas industry has seen record profit for producers, geopolitical conflicts, supply chain disruptions, inflationary and ESG pressures and a war to boot. A quote from A Tale of Two Cities comes to mind, and sums up quite nicely our recent circumstances: “It was the best of times, […]
California Energy Prices – When Things Break
California is certainly a state of extremes. It experienced extreme drought (leading to a low hydro year) and had extensive flooding later in the same year. Winter weather was cold, and parts of California were buried under a 50-year high snow just last week. One should expect some variance in energy prices due to its […]
Could Mexican Natural Gas Infrastructure have prevented the disastrous impacts of Winter Storm Uri?
At the recent Mexico Infrastructure Projects Forum in Monterrey, Mexico, both government and private sector attendees came together to voice their concerns over deficiencies of Mexico’s energy supply chain, using Winter Storm Uri as “Exhibit A” to drive the point home. During Uri, pipeline deliveries of natural gas dropped dramatically, as shown in Figure 1 […]
Natural Gas Prices are Down, But for How Long?
What Goes Up Must Come Down… 2022 was a turbulent time for natural gas prices, not only in Europe, but in North America as well. Monthly Henry Hub prices settled over $8/MMBtu twice, and over $7/MMBtu for five months straight, driven largely by geo-political uncertainty and whipsaw market fundamentals. Prices that had not been seen […]
What do the Cowboys and Lower 48 Natural Gas Production have in Common?
Hard Work. Consistent, diligent, hard work (along with a little help from your friends) makes winning look easy. The American Football Cowboys’ running back tandem, Tony Pollard and Ezekiel Elliot, trampled the 8-1 Vikings, scoring four total touchdowns. Their success was made possible by a terrific offensive line. Similarly natural gas producers in the South-Central […]
Can Mountain Valley Pipeline Reduce Inflation
H.R.5376 or The Inflation Reduction Act of 2022 seems to be all anyone can talk about these days. This broad-ranging legislation touches everything from healthcare to the IRS budget and even climate change. Proponents of the bill having said it will reduce healthcare costs, fund low-carbon energy projects and close tax loopholes. Opponents have opined […]
Out of Chaos – Finding Opportunity in a Volatile Gas Market
Ongoing chaos seems to have become the new normal: extreme temperatures rolling through the lower 48 United States, trade disputes with Mexico, LNG Plant explosions and last but certainly not least the ongoing Ukraine/Russia Conflict. Every day there seems to be a new wrinkle throwing energy markets into a spiral, highlighting the need for companies […]
Between a Rock and a Hard Place
We are big believers that in life the only constant is change. The constantly changing dynamics of the energy industry is a great example of this. Henry Hub hitting $8, Natural gas producers demonstrating capital discipline, a Democratic president requesting more fossil fuel production, the impact of the Russian/Ukrainian conflict on global markets, etc.? RBAC’s 22Q1 outlook […]
Can Energy Security be Achieved Under the New FERC Policy?
Amidst a global energy crisis, geopolitical events like Russia’s invasion of Ukraine highlight more than ever the need for energy security. Security from undersupply and from price disruption at the fuel pump and in consumer utility bills. Is such security possible while at the same time achieving global climate goals? Producing cheap, environmentally friendly energy […]
When Opportunity Knocks, Answer the Door
For independent natural gas producers, the saying “When opportunity knocks, answer the door.” has never been truer. Despite a high natural gas price environment, there have been limited production increases from major publicly held companies. Even with natural gas prices in excess of $5.00/MMBtu, US dry gas production has averaged about 92 Bcf/d over the […]
