Natural-Gas Prices Are Flying. So Are Producers’ Stocks - GoHaynesvilleShale.com2024-03-29T05:53:02Zhttps://gohaynesvilleshale.com/forum/topics/natural-gas-prices-are-flying-so-are-producers-stocks?commentId=2117179%3AComment%3A3939413&feed=yes&xn_auth=noYou're welcome, Renee. GHS f…tag:gohaynesvilleshale.com,2020-10-15:2117179:Comment:39394132020-10-15T15:54:01.068ZSkip Peel - Mineral Consultanthttps://gohaynesvilleshale.com/profile/ilandman
<p>You're welcome, Renee. GHS for twelve and a half years a pioneer in land/mineral owner focused information and advice. Thank you Keith and Anna. </p>
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<p>You're welcome, Renee. GHS for twelve and a half years a pioneer in land/mineral owner focused information and advice. Thank you Keith and Anna. </p>
<p></p> There is so much useful infor…tag:gohaynesvilleshale.com,2020-10-15:2117179:Comment:39395972020-10-15T15:48:19.181ZRenee Brownhttps://gohaynesvilleshale.com/profile/ReneeBrown
<p>There is so much useful information in this forum. Thank you for posting. </p>
<p>There is so much useful information in this forum. Thank you for posting. </p> RBN Energy excerpt. Link to…tag:gohaynesvilleshale.com,2020-10-15:2117179:Comment:39393252020-10-15T12:41:40.466ZSkip Peel - Mineral Consultanthttps://gohaynesvilleshale.com/profile/ilandman
<p><span style="font-size: 10.0pt; font-family: 'Arial',sans-serif;">RBN Energy excerpt. Link to full article below.</span></p>
<p><span style="font-size: 10.0pt; font-family: 'Arial',sans-serif;"><em>With the rise of U.S. LNG exports in recent years, southern Louisiana has become a focal point for natural gas demand, pulling in gas supply from near and far and all directions. That market was severely disrupted this summer as COVID-19 decimated global LNG demand and hammered the economics of…</em></span></p>
<p><span style="font-size: 10.0pt; font-family: 'Arial',sans-serif;">RBN Energy excerpt. Link to full article below.</span></p>
<p><span style="font-size: 10.0pt; font-family: 'Arial',sans-serif;"><em>With the rise of U.S. LNG exports in recent years, southern Louisiana has become a focal point for natural gas demand, pulling in gas supply from near and far and all directions. That market was severely disrupted this summer as COVID-19 decimated global LNG demand and hammered the economics of U.S. LNG exports. Pipeline flows into southern Louisiana during those months went from record-breaking highs that pushed the limits of the area's infrastructure capacity to levels consistent with 2018, when the Bayou State's LNG export capacity was just 2.65 Bcf/d, compared with 4.9 Bcf/d now. More recently, an active hurricane season has also curtailed exports. But demand for U.S. LNG is rebounding, and as LNG feedgas heads back to its previous highs and beyond, a new flow dynamic is emerging along the Gulf Coast, driven by the 1.35 Bcf/d of new export capacity in Texas that came online this year. Flows between Louisiana and Texas are reversing as an increasing amount of gas is needed on the western side of the Sabine River to feed the Corpus Christi and Freeport LNG facilities. The incremental gas demand and flow reversal will create new challenges and constraints for the region's pipeline infrastructure as steady exports resume. Flows into Louisiana will be higher than ever, but so will flows out of Louisiana heading west to serve additional LNG demand. In today's blog "</em><a style="color: blue; text-decoration: underline;" shape="rect" href="https://rbnenergy.com/down-by-the-water-rising-lng-exports-from-texas-reshapes-gulf-coast-gas-flows" target="_blank" rel="noopener"></a></span></p>
<p><span style="font-size: 10.0pt; font-family: 'Arial',sans-serif;"><a href="https://rbnenergy.com/down-by-the-water-rising-lng-exports-from-texas-reshapes-gulf-coast-gas-flows" target="_blank">https://rbnenergy.com/down-by-the-water-rising-lng-exports-from-texas-reshapes-gulf-coast-gas-flows</a></span></p> IMO, it is positive news. I…tag:gohaynesvilleshale.com,2020-10-13:2117179:Comment:39381892020-10-13T19:07:55.847ZSkip Peel - Mineral Consultanthttps://gohaynesvilleshale.com/profile/ilandman
<p>IMO, it is positive news. I expect natural gas prices to remain in a relatively narrow range around $3/mcf next year but think our optimism should be tempered by the realization that new associated gas take away out of the Permian will serve to cap hub prices in the Gulf Coast region. To overcome that new supply coming to market, we need exports to increase. LNG exports and pipeline volumes to Mexico need to soak up much of that new volume so that it doesn't serve to depress Haynesville…</p>
<p>IMO, it is positive news. I expect natural gas prices to remain in a relatively narrow range around $3/mcf next year but think our optimism should be tempered by the realization that new associated gas take away out of the Permian will serve to cap hub prices in the Gulf Coast region. To overcome that new supply coming to market, we need exports to increase. LNG exports and pipeline volumes to Mexico need to soak up much of that new volume so that it doesn't serve to depress Haynesville gas prices.</p>
<p></p> this article isn't a six mont…tag:gohaynesvilleshale.com,2020-10-13:2117179:Comment:39381812020-10-13T17:48:50.008ZSteve Phttps://gohaynesvilleshale.com/profile/StevePorter
<p>this article isn't a six month late April-2020-Fool's-Day joke, is it?</p>
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<p>Seriously, great news. </p>
<p>this article isn't a six month late April-2020-Fool's-Day joke, is it?</p>
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<p>Seriously, great news. </p>