Joseph
Markman
Hart Energy
Frac Spread: Chilly? Gas Prices Don’t Bear That Out
Markets are looking past the vortex; NGL margins are on a roll.
HEADLINES: Venezuela's Potential Impact; EQT's CEO On 2019
Plus, QEP Resources recently engaged Evercore to explore a sales process following a surprise takeover bid by activist investor Elliott Management in early January.
Frac Spread: How Bad Can Venezuela’s Crisis Get?
In the short term, a potential war makes the crude oil situation dicey at best.
Frac Spread: Snow Doubt Gas Price Is Rising
Winter storm is spurring higher demand for gas, but NGL prices are mostly static.
Frac Spread: A Comforting Start To The Year
Ethane is much stronger than it was 12 months ago and margins widen across the board.
Frac Spread: Has The Year Of Pricing Dangerously Begun?
NGL margins benefit from exports and weakened gas prices, but global economic concerns are mounting.
Frac Spread: Coming Soon From The North Pole—Higher Gas Prices
An expected weakening of the polar vortex in late December could result in a chilly January.
Frac Spread: Kansas Ethane, I’ve A Feeling We’re Not In Single Digits Anymore
The ethane spread between Conway and Mont Belvieu has narrowed dramatically since the summer.
Frac Spread: It’s The Most Volatile Time Of The Year
Higher gas prices, narrower NGL margins and an ethane market on track for a spike decorate the outlook.
Frac Spread: Prices Rise But Margins Are Squeezed
Soaring natural gas prices outpace increases in NGL; crude’s decline is linked to trader worries about an economic slowdown.