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Natural Gas Price Recovery

Keith Schoefer’s recent post on “OilVoice.com” asks; “Is There A Perfect Storm Coming for Natural Gas Prices?”. While this article is written from a stock analyst’s perspective, the analysis of gas markets and prices is relevant for all of us who follow the energy industry. Schoefer points out that while gas market fundamentals are currently… Read More


$45 Trip Wire?

According to a recent article in “World Oil”, the good news is that oil prices have rebounded somewhat. The bad news is that a sustained price of $45 per barrel could provide the incentive that shale operators need to unleash the “fraclog”.  The fraclog is the inventory of drilled but uncompleted wells (DUC’s) that could… Read More


GOM Partially Offsets Onshore Decline

“World Oil” reports that when oil prices started falling in late 2014, so did the onshore oil rig count in the Lower 48. From October 2014, to April of this year, the number of rigs looking for oil dropped from 1,876 to 412, a 78% decrease.  Predictably, oil production is dropping as well. In 2015… Read More


Bearish Forces

We fondly remember when oil was trading above $100 a barrel, and would like to forget its plunge to a 12 year low of less than $30, due to a global oil glut. As production dropped and it looked like inventories would start shrinking, prices rallied by 30%.  Now, “World Oil” reports that the recent… Read More


LNG Price War in Europe

Apparently Russia and Norway have taken a page out of Saudi Arabia’s playbook. “World Oil” reports that these two nations are increasing production and driving down natural gas prices in order to preserve market share.  This strategy is aimed at containing the growth of Qatari Liquefied Natural Gas (LNG) imports into Europe and preventing U.… Read More