Locator: 44511B.
Hydrogen: link here.
ISONE, link here: trending towards "red." In the "orange" now and priced at > $150. Holy mackerel:
- coal: 2%; and,
- oil: 17% -- wow! Same as nuclear, also at 17%.
- natural gas: only 35% -- what happened?
- wind: almost negligible: 0.9%
ISO New York: also trending toward "red." Now in "brown." Pricing at $195. Link here.
- PJM Hudson: $230
- wind: inconsequential; at 2.9% of total draw
*******************************
Back to the Bakken
WTI: $68.84.
Tuesday, December 24, 2024: 37 for the month; 140 for the quarter, 668 for the year
- 40002, conf, Hess, GO-Hoyt-LE-157-97-2833H-1,
- 38490, conf, Petro-Hunt, State 153-95-17B-16-2H,
- 37584, conf, Enerplus, Niobium 147-93-09D-04H,
- 26491, conf, Grayson Mill, Wahus State 152-97-12-1-3H,
- 26490, conf, Grayson Mill, Wahus State 152-97-12-1-11,
Monday, December 23, 2024: 32 for the month; 135 for the quarter, 663 for the year
- 40001, conf, Hess, GO-Hoyt-157-97-2833H-2,
- 35510, conf, Enerplus, FB Clinton 148-94-29B-32-8T,
- 35509, conf, Enerplus, FB Clinton 148-94-29B-32-7B,
Sunday, December 22, 2024: 29 for the month; 132 for the quarter, 660 for the year
- None.
- 37667, conf, BR, Nordeng 1B TFH,
RBN Energy: LNG buyers and suppliers acquiring slices of their US feedgas needs. Archived.
The U.S. is now the world’s #1 supplier of LNG and the new liquefaction/export capacity slated to come online over the next few years suggest it will hold that position into the 2030s. To control more of the LNG value chain and become more familiar with the inner workings of the U.S. natural gas market, a small-but-growing number of LNG buyers and suppliers have been acquiring gas production assets close to LNG export terminals along the U.S. Gulf Coast — in other words, buying slices of the American gas-supply pie. In today’s RBN blog, we discuss the LNG market players pursuing this strategy, what they’ve been buying, and how their acquisitions may benefit them.
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