The hottest Natural Gas Substack posts right now

And their main takeaways
Category
Top Science Topics
Public β€’ 260 implied HN points β€’ 01 Mar 24
  1. Climate activists argue that halting natural gas exports from the US is crucial for combating global warming.
  2. There was pressure from various sources, including activists, politicians, and celebrities, for President Biden to pause new LNG export approvals.
  3. The study that influenced Biden's decision to halt LNG exports had inaccuracies and was quietly corrected, raising questions about the initial campaign against LNG.
The Land Desk β€’ 432 implied HN points β€’ 19 Jan 24
  1. Headlines often focus on calamities related to clean energy, overlooking the more deadly impacts of oil and gas infrastructure.
  2. Oil and gas incidents, like hazardous material spills and pipeline failures, occur regularly and have significant environmental and societal consequences.
  3. Media coverage tends to sensationalize clean energy accidents while downplaying the frequent and impactful mishaps in the oil and gas industry.
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Ancova β€’ 39 implied HN points β€’ 03 Aug 23
  1. WTI crude oil prices are fluctuating due to factors like U.S. credit downgrade, storage levels, and production cuts from Saudi Arabia.
  2. Natural gas prices are dropping as summer demand decreases, but there's optimism about future LNG exports and potential price shifts from weather events.
  3. Natural gas liquids prices are generally on the rise, with some fluctuations across different markets.
Ancova β€’ 58 implied HN points β€’ 23 Feb 23
  1. Prompt-month WTI crude oil trading at $75.87/bbl, influenced by SPR releases and refinery maintenance.
  2. Chinese firms hiring supertankers to haul US crude back to Asia, benefiting from arbitrage opportunities.
  3. US rig count up by 14, Permian basin leading with 360 active rigs, expected overall rig count growth throughout 2023.
Ancova β€’ 58 implied HN points β€’ 02 Mar 23
  1. Crude oil prices are holding up despite increased U.S. storage, supported by Asian demand and high U.S. exports.
  2. U.S. O&G rig count decreased, with oil rigs taking a major hit while natural gas rigs increased slightly.
  3. Natural gas prices are rising due to colder temperatures, lower production, and increased LNG output, impacting both demand and pricing.
Ancova β€’ 19 implied HN points β€’ 13 Jul 23
  1. Crude oil prices are rising due to various positive factors like OPEC cuts and a weaker US Dollar.
  2. IEA has reduced its oil demand growth forecast, but still expects global demand to be at record highs.
  3. Natural gas prices are stable despite increased demand, thanks to record production levels and high storage.
Ancova β€’ 19 implied HN points β€’ 04 May 23
  1. Crude oil prices have been falling due to various factors like interest rate hikes and negative consumer sentiment.
  2. The U.S. rig count has dropped below 800 for the first time since April 2022, with expectations of activity picking up later in the year.
  3. Natural gas futures are facing pressure from oversupply, subdued demand, and falling prices in the Midcontinent region.
Ancova β€’ 19 implied HN points β€’ 06 Apr 23
  1. The crude oil market has seen a sharp rebound due to OPEC+ cuts and increased demand, keeping prices above $80/bbl.
  2. The U.S rig count rose by nine, with Permian seeing a slight drop, indicating stability in oil-heavy basins.
  3. Natural gas futures stayed above $2 with weather impacts and reduced demand, while the EIA reported a slight decrease in storage levels.
Equal Ventures β€’ 19 implied HN points β€’ 25 Mar 22
  1. Russia's invasion of Ukraine has significant impacts on global energy markets due to Russia's key role as a major energy supplier.
  2. The crisis may lead to challenges in the supply chain for renewable energy materials like rare earth minerals, potentially impacting the production of green technologies like EVs.
  3. The need for energy independence and security may drive a shift towards natural gas in the short term, highlighting the importance of investing in grid infrastructure for a successful energy transition.