Insights

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Natural gas Insights

Low natural gas prices: good news for everyone?

February 2016

Natural gas consumption is increasing in part because of low gas prices. In contrast, suppliers have been under pressure. Reduced cash flow from lower natural gas and oil prices is having wide-spread impact. Read more >>


Evolving gas supply picture calls for attention to basis risk

October 2015

The paths for delivering gas into Ontario are changing. There may be transportation constraints as the network adapts to moving gas to market from new supply zones. What does this mean for Ontario gas buyers? Read more >>


Moving incremental gas to Dawn

May 2015

A number of pipeline projects have been proposed to bring incremental supply to Dawn. Completion of one or all would serve to meet the increasing demand at Dawn and reduce the price risk associated with sourcing gas at Dawn. Read more >>


Pay attention to Dawn price risk

March 2015

Gas buyers at Dawn need to keep a close eye on the changing supply/demand balance at Dawn, and be prepared to manage the price risks that affect Dawn uniquely. Read more >>


Do prices for crude oil drive natural gas prices?

March 2015

While crude oil and natural gas are "related" commodities, they are distant relations when it comes to pricing. Read more >>


Fatal flaws in procuring expertise through RFPs

February 2015

Many organizations faced with the need to source energy expertise resort to the old procurement warhorse, the Request for Proposals. But in three key ways, the RFP is a flawed tool for procuring expert advice to solve a complex problem. Read more >>


Getting your gas cost budget right

February 2015

Set your gas cost budget too low and your organization has unforeseen costs to meet. Budget too high and perhaps there is an opportunity cost. It is important to get it right. Read more >>


Production hitting its stride means larger injections to storage

December 2014

The October 31 natural gas storage inventory is quite impressive considering that it represents a record level of injections over the summer, which helped replenish inventories that were 50% below normal at the end of last winter. Closer analysis shows there was a lot more than mild weather behind the recovery of inventories. Read more >>


Under the Influence of Last Winter's Memories?

October 2014

As we head into another winter, bad memories of last winter may lead buyers to lock up the price on a large proportion of their winter gas supply. But is this the prudent thing to do? Read more >>


Basis Trends

September 2014

Over the past year, we have seen increased bases in several key markets, in particular those with a downstream location east of Parkway. What has caused this rapid increase in basis prices, and will the trend continue? Read more >>