Tag

natural gas

8 articles

Iran's Hormuz Campaign Grows as Oil Flows Stabilize at 80 Percent
Research & Analysis7d ago
Iran's Hormuz Campaign Grows as Oil Flows Stabilize at 80 Percent
Nine reported tanker incidents in October double September's pace, but shipments through the critical chokepoint show resilience despite weekly drone and missile barrages.
Energy Transfer Buys Vaquero Midstream for $2.63B to Lock in Permian Fee Revenue
Research & Analysis8d ago
Energy Transfer Buys Vaquero Midstream for $2.63B to Lock in Permian Fee Revenue
The acquisition adds 300 miles of West Texas pipelines and 675 million cubic feet per day of processing capacity backed by 10-year contracts, offsetting dilution from 33.3 million new shares.
TotalEnergies Boosts Buybacks, Dividend on Oil, Gas Strength
Macro & Rates16d ago
TotalEnergies Boosts Buybacks, Dividend on Oil, Gas Strength
French energy major authorizes $2.5B repurchase for Q4 2026 and targets 5% annual dividend growth through 2030, betting on sustained commodity prices.
August Cooling Demand Hits 76-Year High; September Set to Break Record
Macro & Rates40d ago
August Cooling Demand Hits 76-Year High; September Set to Break Record
U.S. cooling degree days reached 376 in August, the highest in 76 years, with September tracking for an even hotter month and sustained pressure on natural gas generation.
Citadel Commodities Star Foster Exits as Natural Gas Volatility Fades
Macro & Rates40d ago
Citadel Commodities Star Foster Exits as Natural Gas Volatility Fades
The senior PM's $2 billion 2022 natural gas profit built on crisis-driven dislocation; normalized European prices and storage levels have eliminated the edge.
NatGas Futures Rise 3.5% on Heat Forecasts; Supply Glut Caps Rally
Macro & Rates53d ago
NatGas Futures Rise 3.5% on Heat Forecasts; Supply Glut Caps Rally
September contracts climb to $2.87/MMBtu as cooling demand rises, but record production and above-average inventories limit upside.
Solar and Batteries Dominated U.S. Power Plant Additions in Early 2026
Technology60d ago
Solar and Batteries Dominated U.S. Power Plant Additions in Early 2026
207 solar projects and 95 battery installations led 368 new utility-scale plants in the first half, with New Mexico's SunZia wind complex setting a national capacity record at 3,650 megawatts.
German Q4 Power Trades Above 2027 Strip — A Spread Last Seen in the 2022 Crisis
Macro & Rates60d ago
German Q4 Power Trades Above 2027 Strip — A Spread Last Seen in the 2022 Crisis
Winter supply fears have flipped the German forward curve: Q4 2026 and Q1 2027 contracts now price above the full-year 2027 strip, echoing the energy crunch of four years ago.