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100 Mbbl/d increase in Canadian oil sands sends condensate demand up, AECO gas prices down

Enverus

The report examines the effects on AECO hub gas pricing, the Canadian benchmark price for natural gas, from what is expected to be exceptional levels of condensate-directed Montney drilling in the coming years. This will result in substantial demand growth for in-basin condensate volumes because of increased need for diluent.

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Exploring the Future of Canadian Oil Sands and Montney Plays

Enverus

Insights on WCSB Oil Production Pipeline Expansions, and AECO Hub Gas Pricing The Canadian oil and gas industry is at a pivotal moment, with significant potential on the horizon that could reshape the landscape. Explore the impact of increased oil sands production on the Canadian condensate and AECO gas markets.

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The Next Shale Frontier: Kimmeridge Ranks the Top North American Basins for the Next Decade

Oil Gas Leads

In a new white paper titled What Remains: North American Upstream Inventory, energy private equity firm Kimmeridge outlines which shale basins have the best runway for returns over the next 10 yearsand why the spotlight is now turning to Canada. Gas-Weighted Play: Strong economics tied to growing LNG demand and export potential.

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Strategic Air Permit Transfers Highlight Shifts in Barnett Shale Operations

Oil Gas Leads

The transfer: Ensures regulatory transparency, Assigns operational responsibility for emissions control equipment, Signals strategic asset realignment in the basin. The Barnett Shale Strategy: From Dry Gas to Scaled Redevelopment Sage Natural Resources LLC : In 2023, Sage developed multi-well pads with laterals exceeding 7,000 feet.

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Energy Transfer Continues 2024 Momentum With Strong Third Quarter Earnings

Energy Transfer

Mackie McCrea, co-CEO, Energy Transfer We have seen a wide range of estimates for new power demand, and the broad consensus suggest that natural gas fueled power demand will increase significantly in the future. Energy Transfer saw strong crude and NGL exports during the quarter, and increased volumes through our refined products pipelines.

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Energy Transfer Caps 2024 with Strong Q4 and Full Year Earnings Results

Energy Transfer

This was primarily due to higher throughput and higher rates across our Gulf Coast and Mariner East pipeline operations and we also had strong NGL exports and increased profits from the optimization of hedged NGL inventory. Interstate Natural Gas. Adjusted EBITDA was $705 million compared to $674 million for the fourth quarter of 2023.

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Austin Chalk Makes a Comeback: EOG, SM, Magnolia Lead South Texas' Next Gas Boom

Rextag

The Austin Chalkan overlying bench above the Eagle Ford Shaleis fast becoming the next big natural gas growth engine, with operators like EOG Resources, SM Energy, and Magnolia Oil & Gas ramping up development to meet rising LNG demand and domestic needs. poised to expand LNG export capacity , interest in gassy basins has surged.

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