Investing in Condensate, Part I explained what this hot new commodity is; Part II outlined the bullish case for Canadian condensate demand, and in this third and final article on condensate, I review American efforts to move their glut of condensate north.
Condensate is making uneconomic gas wells profitable for producers in the...
When investors ask me about investing in natural gas stocks, I give them the single most important question to ask producers: How much condensate do they produce? Ask about condensate.
Condensate is essentially a very light oil which is condensed from rich natural gas and solution gas from oil. And...
Condensate prices in Canada are soaring—now sitting some $14/barrel ABOVE WTI—making it the most valuable Canadian energy product.
It’s creating huge profits for the lucky few natural gas producers who have large condensate volumes in their production stream.Condensate is both a heavy Natural Gas Liquid (NGL), and a super light...
It's been a big year for LNG – Liquefied Natural Gas. The possibility for west coast exports of LNG in Canada started off very hopeful in 2012, with both Shell and Apache making bullish statements.
But what's happened is an unexpected twist – it looks like the "little guy" is...
What will happen to junior natural gas stocks in Canada on Monday, following
the Canadian government's denying Malaysia's Petronas bid to acquire
Progress Energy (PRQ-TSX)?
A couple days of mild downside is my guess. Don't get me wrong-Progress
itself will be down 30% or more (the only good news here is that it's...
When will electricity producers in the US switch over from using natural gas back to coal?
It’s an important question this week as natural gas prices are breaking out above their recent low trough in the $2.60/mcf-$3.10/mcf (million cubic feet) range.
Electricity producers in the US decide natural gas prices in North America. ...
The shale oil boom is causing a steep price drop in Natural Gas Liquids (NGLs) in North America, hurting gas producers.
Natural Gas Liquids are the raw, associated gases and liquids that come up along with oil and natural gas from the well. NGLs are very important—vital even—now for regular,...
A decade after hydraulic fracturing, or fracking, started the shale revolution and ended high natural gas prices, another revolution is set to rock the industry—Floating Liquified Natural Gas—FLNG.
It’s the leading edge of the natural gas world, and it could impact Canadian and US hopes for huge LNG exports. A...