Time Lags, Producer Behavior, Supply Response, and the Potential for a...
Gas-directed drilling activity in the US has fallen by 54% in just over a year, with the Baker Hughes gas-directed rig count now hovering in the low 400s. At the same time, however, US Lower-48 dry gas...
View ArticleUnconventional Gas — The Remote Consequences
The North American natural gas pipeline grid, the world’s most extensive, was originally designed to bring gas from the producing areas of the Gulf Coast, the Midcontinent and the Permian Basin to the...
View ArticleShale Gas Production Stirs Up the LNG World
The shale boom in North American natural gas has had consequences that were unthinkable just a few years ago. Among these developments is the emergence of North America as a major potential source of...
View ArticleUnconventional Gas and New Demand: Not the Headline Writers’ “Demand Surge”
With the surge in unconventional gas production – IHS CERA projects that shale production alone will be 44% of US gas production in 2013 – come options. IHS CERA expects US Lower-48 natural gas demand...
View ArticleThe Real Gas Supply Challenge: Anticipating The Pace of Demand Growth,...
The Shale Gale unleashed an absolutely remarkable transformation in the North American* gas supply picture. The figures are familiar: US lower-48 dry natural gas production increased by 15 billion...
View ArticleAre LNG Exports a Useful Foreign Policy Tool?
U.S. LNG exports have potential geopolitical and foreign policy implications. To what degree can U.S LNG exports be a foreign policy tool? I spoke to a conference of the National Association of...
View ArticleThe Shale Gale and Natural Gas Storage Inventory: What is Truly Normal?
The Shale Gale has pushed gas production and inventories up for the past several years and IHS Energy projects it will do so again this year. Rising inventories create an inflated ‘normal’ storage...
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